Table of Contents

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  1. Preface
  2. Introduction
  3. Configuring the Data Director Application
  4. Establishing a Root Node
  5. Defining the Business Entity Model
  6. Configuring Business Entity Properties
  7. Configuring Reference Entity Properties
  8. Transforming Business Entities and Views
  9. Configuring Hierarchy and Network Relationships
  10. Creating Match Rule Sets
  11. Configuring Search
  12. Configuring Tasks
  13. Configuring Security and Data Filters for Business Entities
  14. Configuring the Content Security Policy
  15. Integrating Data as a Service
  16. Configuring External Calls
  17. Designing the Data Director User Interface
  18. Localizing Data Director
  19. Appendix A: Provisioning Tool Frequently Asked Questions

Matching Records

Matching Records

The Matching Records component is a primary component that displays a merge comparison panel. Add the Matching Records component to a custom Matching Records view layout or merge task layout.
Data Director
users use the Matching Records component to add duplicate records and override or promote values to contribute to the master record. Then preview the master record and merge the open record with the duplicate records.
Data Director
users use the component to override and promote values at the root level of the record. To allow users to view, override, and promote values in the child levels, use the Matching Records (Advanced) component.
The following image shows a sample Matching Records component in
Data Director
:

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