1. Customer Hub (UCM) Master Data Management Reference
  2. Managing Duplicate Records from External Systems with Link and Update

Managing Duplicate Records from External Systems with Link and Update

Duplicate records in Oracle Customer Hub (UCM) are identified and listed in the Incoming Duplicates screen. This screen displays incoming record updates from external systems that match one existing record within Oracle Customer Hub (UCM) below the automatic update threshold or match to multiple existing records within Oracle Customer Hub (UCM) above the manual update threshold. Administrators can evaluate the records and decide whether to update through one of two ways: Link and Update, or Suspect Match.

When updating records by selecting the Link and Update button, Oracle Customer Hub (UCM) does the following:

  • Saves a copy of the existing best version record into the record’s History

  • Links the record from the external system to the existing best version record in Oracle Customer Hub (UCM)

  • Calls the survivorship rules to produce a new best version of the record

For information on other Oracle Customer Hub (UCM) data management tasks, see Configuring Source Data History and Cross-Reference Functionality

Use the following task to update or promote duplicate records.

To update or promote duplicate Oracle Customer Hub (UCM) records

  1. Navigate to Administration - Universal Customer Master, then Incoming Duplicates.

  2. Click either the Duplicate Accounts View tab or Duplicate Contacts View tab.

  3. In the Account Source or Contact Source list, select the source record of interest.

    The records in this list are identified as duplicates of the base Oracle Customer Hub (UCM) record in the lower view. The record columns provide details on each account or contact, including the external system where the record originated.

  4. In the lower Duplicate tab, review the Oracle Customer Hub (UCM) record that is in conflict with the records in the Source list.

    The record columns in this list provide details on the existing account or contact in Oracle Customer Hub (UCM). The score field determines how close the incoming record matches the existing record.

  5. After review, select the source record of interest and update the two records by clicking Link and Update, or promote the new record by clicking Create New.