Working with Assumed Matches on the MIDM

The Assumed Matches function of the MIDM allows you to view any object profiles that were automatically updated by the master index application as a result of an assumed match. You can reverse the assumed match if necessary. The following topics provide instructions for finding profiles updated by an assumed match and then reversing the update if necessary. Perform the following tasks to work with profiles that were automatically matched.

• Finding Assumed Matches on the MIDM

• Reversing an Assumed Match on the MIDM

Finding Assumed Matches on the MIDM

You can find object profiles that were updated by an assumed match using the Assumed Matches function of the MIDM. When you search for assumed matches, you can select an object profile to view from a results list to determine whether the assumed match was made correctly.

To Find Assumed Matches

1. Obtain information about the object profile you want to view, such as their EUID, a system in which they are registered, or the login ID of the user who added the record that caused the update.
2. In the tabbed headings, select Assumed Matches.

   The Assumed Matches search page appears.

   
   

   Figure 56 Assumed Matches Search Page

   
3. On the Assumed Matches search page, enter the search criteria (for more information, see About Assumed Matches Search Fields).
4. Click Search.

   The Assumed Match Result page appears (for more information, see About Assumed Match Results Fields on the MIDM).

   
   

   Figure 57 Assumed Matches Search Results List

   
5. In the Results list, click the EUID of the assumed match profile you want to view.

   The Assumed Matches page appears with the assumed match profile displayed.

   
   

   Figure 58 Assumed Matches Comparison Page

   
6. To view a transaction history of the profile, click View History at the bottom of the page.
7. To undo the assumed match transaction, follow the instructions provided under Reversing an Assumed Match on the MIDM.

About Assumed Matches Search Fields

The fields located on the Assumed Matches search page allow you to specify information about the assumed match profiles you want to view.

Table 8 Assumed Matches Search Fields

About Assumed Match Results Fields on the MIDM

The fields located in the assumed match results list help you to identify an assumed match transaction to display on the Assumed Matches comparison page. The fields described in the following table always appear in the results list, but the list can be configured to include additional fields.

Table 9 Assumed Match Results Fields

Reversing an Assumed Match on the MIDM

If you find that an assumed match was made in error, you can reverse the assumed match. This process returns the updated object profile to its status just prior to the assumed match update, creates a new object profile for the record that caused the assumed match, and recalculates the SBR for the existing profile.

Figure 59 Assumed Matches Page – Reversing an Assumed Match

To Reverse an Assumed Match

1. View the assumed match profile, as described in Finding Assumed Matches on the MIDM.
2. At the bottom of the page, click Undo Match.

   A confirmation dialog box appears, providing the EUID number of the new profile that will be created as a result of reversing the match.

3. On the confirmation dialog box, click OK.

   The assumed match is reversed, the updated profile is returned to its state prior to the assumed match, and a new object profile is created for the source record that caused the assumed match. Any changes that were made after the assumed match but before reversing the assumed match are retained.

4. On the information dialog box, click OK to view the newly created profile.