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Working With the Master Index Data Manager

Merging Source Records on the MIDM

You can merge source records from one object profile into a source record from another object profile or you can merge source records within one profile, as long as both source records originated from the same system. You can also specify which, if any, information to save from the non-surviving source record. When you merge source records, the non-surviving source record is transferred into the object profile of the surviving source record and is given a status of merged. The SBRs of the surviving profiles are automatically recalculated.

ProcedureTo Merge Source Records

  1. In the tabbed headings, select Source Record.

  2. Click the Merge sub-tab.

  3. In the Source Record search fields select the source system for the records, enter two local IDs for the source records you want to merge, and then click View Records.

    The source record comparison page appears.

    Figure 62 Source Record Page– Merging Source Records

    Figure shows the Source Record Comparison page.

  4. Determine which source records you want to merge, and click their local IDs.

    Tip –

    To learn more about the source records by examining the profiles to which they belong, click View EUID under the record you want to view. Once you are done viewing the profile, click Back to return to the Source Record page.

  5. Click Keep LID#, where # is the heading number of the source record you want to retain after the merge.

    The merge preview record appears.

    Figure 63 Source Record Page – Merge Preview Record

    Figure shows two source records selected for a merge along with their merge preview record.

  6. Compare the highlighted fields in the source records to determine which value you want to keep. Click a highlighted value to add it to the merge preview record.

  7. At the bottom of the page, click OK.

  8. On the confirmation dialog box that appears, click OK.

    After you merge two source records, the surviving source record is updated, and the non-surviving source records are transferred to the “merge to” profile and is marked as merged. The SBRs for the object profiles involved in the merge are recalculated. If a “merge from” profile no longer has any source records, it is deactivated.