Oracle Customer Hub (UCM) Master Data Management Reference > Configuring Oracle Customer Hub (UCM) to Resolve Duplicate Records > Administering Duplication Resolution Functionality >

Merging Duplicate Records in Oracle Customer Hub (UCM)


Oracle Customer Hub (UCM) identifies and lists duplicate contact and account records for review by administrators after running data quality and data matching in batch mode. The administrator can resolve the duplicate records with one of the following tasks:

  • Merging the duplicate record with the existing record in Oracle Customer Hub (UCM). The merging process does the following:
    • Stores the duplicate record as the type, Merged, and the surviving record as History in the Source Data History table
    • Merges the parent records using survivorship rules to generate the new merged surviving parent record
    • Updates the parent surviving record with the new merged surviving record
    • Adds children records from duplicate record to the surviving record
    • Deletes the duplicate record
  • Deleting the duplicate record and leaving the existing record unchanged in Oracle Customer Hub (UCM).

Use the following task to review and manage duplicate records.

To review and manage duplicate Oracle Customer Hub (UCM) records

  1. Navigate to Administration - Universal Customer Master, then Existing Duplicates.
  2. Select the Duplicate Contacts or Duplicate Accounts tab.

    Review the duplicate contacts or accounts in this view.

  3. Review an individual duplicate record by drilling down on the record's link.

    The Duplicate Account Resolution or Duplicate Contact Resolution view appears. The first record is the current Oracle Customer Hub (UCM) version of the account or contact. There is a duplicate recod in the bottom view.

  4. Resolve the duplicate record by:
    1. Merging the duplicate record with the Customer Hub record, by clicking the Merge button.

      NOTE:  Before merging a duplicate record, Oracle recommends generating the hierarchy. To generate the hierarchy choose navigate to Accounts, and then in the Global Accounts Administration screen click the Generate Hierarchy button.

    2. Deleting the duplicate record by clicking the Menu button and then Delete Record.
    3. Deleting the Oracle Customer Hub (UCM) record by clicking the Delete button.
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