Merging Potential Duplicate Profiles on the EDM

When you compare two potential duplicate profiles, you might find that the object profiles represent the same entity, or that a system record from one profile actually belongs in the other profile. You can perform either an object profile merge or a system record merge to correct this. When you merge two profiles, the SBR of the surviving profile(s) is automatically recalculated based on the system records involved in the merge.

For more information about merging object profiles, see Combining Object Information on the EDM.

To Combine Object Profiles

1. Compare two potential duplicate profiles, as described in Finding Potential Duplicate Profiles on the EDM.

2. Determine which of the two profiles you want to keep, and then click the EUID Merge arrows pointing toward that profile.

   The merge result profile appears, allowing you to view the profile that will be saved after the merge.

3. Click Confirm to finalize the merge, or Cancel to return to the Comparison page and review the profiles again.

4. Check the surviving object profile to determine whether any system records need to be merged or deactivated.

To Combine System Records

1. Compare the system records from two potential duplicate profiles, as described in Finding Potential Duplicate Profiles on the EDM.

2. Determine which of the two system records you want to keep.

3. Highlight both system records to be merged, and then click the LID Merge arrows pointing toward the system record you want to keep.

4. To retain any fields from the non-surviving system record, select the option button next to each field you want to keep.

5. To specify which child objects to retain, do the following for each type of child object:

   1. Display the child objects to determine which to retain and which to remove.

   2. For each child object you do not want to save in the new system record, click Remove child_type beneath that child object (where child_type is the type of child object to remove).

6. In the upper portion of the page, click Merge.

   The merge result record appears, allowing you to view the information that will be saved in the SBR after the merge.

7. Click Confirm to finalize the merge or click Cancel to return to the Comparison page and review the profiles again.