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English
  • Multidomain MDM 10.3
  • All Products

Table of Contents

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  1. Preface
  2. Introduction
  3. Getting Started
  4. Data Director with Business Entities
  5. Data Director with Subject Areas
  6. Hierarchies and Relationships
  7. Workflows and Reviews

Data Director User Guide

Data Director User Guide

Back Next

Merging Duplicate Records

Merging Duplicate Records

After you identify the duplicate records and finalize the best version of the truth, you can merge the duplicate records.
  1. Optionally, preview the result of merging the records.
    1. Click
      Preview
      .
      The
      Record Preview
       appears.
    2. Review the record.
    3. To return to the
      Matching Records
       view, click
      Back
      .
  2. Merge the duplicate records manually or queue the duplicate records for an Automerge job.
    • To manually merge the duplicate records, click
      Merge
      .
      Based on your user role privileges, one of the following actions occur:
      User Role Privilege
      Result
      Requires a review process to merge records
      The duplicate records that you selected go through the merge review workflow. The records remain in the active state, but the records are merged only after the merge proposal is approved.
      Does not require a review process to merge records
      The duplicate records that you selected are merged into a single record and remain in the active state.
    • To automatically merge the duplicate records, click the
      Actions
       menu, and then click
      Queue for Merge
      .
      The records are queued for merge, and the records merge when the Automerge job runs. The Automerge job is run by the MDM administrator.
      If your user role does not have the privileges to merge records, the
      Queue for Merge
       menu item is not available.
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