Data Director Implementation Guide

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Find Duplicates (Potential Matches)

Duplicates are entities in which the data in certain columns such as name, address, or organization data is identical or sufficiently similar to be considered nearly identical. IDD uses special matching logic and match-enabled attributes to determine whether two entities are sufficiently similar to be considered matches. Duplicates are entities that you consider for a merge.

To search for potential matches, click

More Actions

and choose

Find Duplicates

. If a subject area has any data security filters for the user, then the results for Find Duplicates should contain only those PO records that meet the data security.

For example, consider a data security model in which the user has a single role, SalesManager- CA and the user runs a search for duplicates for a person. The search result will have individuals having at least one billing address in CA State and all the other duplicates are filtered.

If a user has more than one role and runs a search for duplicates, the user is allowed to see a union of results that each role is able to see.

Rename Saved Search

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Data Director Implementation Guide

Data Director Implementation Guide

Find Duplicates (Potential Matches)

Find Duplicates (Potential Matches)