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  1. Welcome to the Data Director User Guide
  2. Introduction
  3. Getting Started
  4. Part 1: Data Director with Business Entities
  5. Part 2: Data Director with Subject Areas
  6. Part 3: Tasks and Reviews

Merging Records in the Matches View

Merging Records in the Matches View

After you are satisfied with the merge results in the Merge Preview column, you can merge the records or send a merge proposal for review.
  1. Ensure you are satisfied with the results in the Merge Preview column.
  2. If you want to merge the records, click
    Actions
    Merge
    .
    The record is merged.
  3. If you want to send a merge proposal for review, perform the following steps:
    1. Click
      Actions
      Create Merge Task
      .
      The
      Create Task
      dialog box appears.
    2. Enter a meaningful title for the merge task and change any default task attributes.
    3. Optionally, add comments or attachments for the task reviewer, and click
      OK
      .
      The
      File Attachments
      section is available only if your IDD global properties are configured to enable attachments for tasks. For more information, see the
      Multidomain MDM Data Director Implementation Guide
      .
      A merge review process begins.

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