Comparing & Merging Duplicates

Viewing Cluster Content

To view the cluster content:

To view the contents of a cluster, click on the row with the cluster name in the “Duplicates” section.

As a result of the action, a drawer opens with detailed information about the cluster: by which matching rule or set of rules the cluster was formed, the date of formation, and the number of records in the cluster (Figure 1). A table with the list of records included in the cluster will be generated below, consisting of 5 columns:

• Display name. Name of the main displayed attribute of the record.

• Record ID. Record unique identification number.

• Type. Type of space in which the record is located (entity/lookup entity).

• Name. Name of the entity/lookup entity containing the record.

• Matching rate. Level of correspondence of the found record to the configured rules.

Tip

You can get to the record card by clicking on the record ID. The card opens in a new browser tab

Figure 1. Drawer with contents of duplicate cluster

Comparing Duplicates

To compare cluster records:

1. Open the contents of the required cluster.

2. Select the checkboxes of the records you want to compare. The records must be within the same space - a certain entity or lookup entity, otherwise the “Actions” button will be inactive.

3. Press the “Actions” button, which becomes active after selecting two or more records, and select “Compare and merge”.

4. As a result of the action, a screen for comparing duplicate records in tabular form will be displayed (Figure 2).

   • The cells that differ will be highlighted in blue.

   • To display only the differing items, click “Differences only”.

   • To change the tabular view to a list view, click “Change view”.

Merging Duplicates

To merge cluster records:

1. If needed, exclude unnecessary records from the comparison. Note that all duplicate records from the comparison will later be merged into a single winning record.

2. On the comparing screen, the winning record is marked with the icon. If necessary, designate another record as the winner by clicking “Set as winner” to the left of the record ID header (Figure 2).

3. If necessary, select attribute values (incl. complex attributes) of the other source records. Click “Select”, which appears when you hover over the attribute row. As a result of the action, the selected attribute will be marked with the icon.

4. The final result of the merge is displayed in the leftmost column and is grayed out.

5. Click the “Merge records” button in the upper right corner of the window and confirm the action.

6. As a result of the action, the records will be merged and the cluster will be deleted.

7. The result of the merging will be available in the “Data” section.

Note

When merging records in the hierarchical lookup entity, the parent node of the merged record becomes the parent node of the winning record

Figure 2. Screen to compare and merge cluster records