Before you merge similar records, you can view the matches for the record in the

Matches

view. When you open a record in the

Matches

view, the SearchMatch API searches for matching records based on the match columns and rule definitions. The IDD application displays the matching record that the SearchMatch API retrieves and the matching record from the matches table.

When you merge record, the root records of the record are consolidated into a single root record. The child records from each of the root records become child records of the merged root record.

The following image shows the effect of a merge on the root records and child records:

You can open a record in the

Match Merge Comparison

view. You can view similar record that are potential matches. You can then select records that are potential matches as merge candidates. You can preview the result of a merge between the record and the merge candidates that you select.

If you want to change the winning field value, select a winning field from a different record or manually enter a new value for a field. After you are satisfied that the values in the Merge Preview column are the most correct, you can send the proposed merge for approval.