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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

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Initiating a Merge from the Hierarchy View

Initiating a Merge from the Hierarchy View

While working with a graph, you might identify potential merge candidates among the related records. Or, as you investigate a related record, you might want to check for merge candidates. If you find merge candidates, you can initiate the merge from the
Hierarchy
 view.
Merge candidates must be of the same type of business entity. For example, to merge customers, both records must be of type Customer.
  1. If you see two records in the graph that you want to merge, initiate the merge.
    1. In the
      Hierarchy
       view, ensure that both records are visible on the canvas. You might need to use the slider to zoom out the canvas.
      If your MDM administrator created a custom view for this purpose, the name of the view might be different.
    2. Click one of the records.
    3. Press the
      Alt
       key while you drag the record onto the other record. An arrow icon indicates that you can merge the records. An
      X
       icon indicates that you cannot merge the records.
      A tab opens and displays the merge candidates. The view contains the destination record, the dragged record, and a merge preview.
  2. Data tab only.
     Alternatively, you can search the master data for possible merge candidates for a selected record.
    1. In the canvas, click a record.
      The entity
      Actions
       menu appears.
    2. Click
      Actions
      Find
      Merge Candidates
      .
    3. In the
      Search
       window, enter search criteria, and then click
      Run Search
      .
    4. In the search results, select candidates for the merge.
    5. Click
      OK
      .
      The view contains the record, the selected candidates, and a merge preview.
  3. Review the merge preview, make changes as required, and initiate the merge.
  4. To return to the
    Hierarchy
     view, click the tab that contains the
    Hierarchy
     view.
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