How You Setup Duplicate Resolution Simplified Profile Options

You can configure the duplicate resolution simplified profile options in the Setup and Maintenance work area using the following:

• Offering: Customer Data Management

• Functional Area: Customer Hub

• Task: Manage Customer Data Management Options

You can use these profiles options to specify:

• Tuning

  You can use this group of profile options to fine-tune the performance of your duplicate resolution processes. These settings work together to provide multiple ways to optimize your performance based on your implementation scenario, project phase, and data shape. The profile options under this category are:

  • Maximum Concurrent Resolution Request Jobs Setting

  • Merge Mode Setting

  • Resolution Request Job Size Setting

  • Merge Scope Setting

  • Merge Request Notifications

• Duplicate Resolution Control

  Use the profile options belonging to this category to control the flow and level of automation of your duplicate resolution processes. These settings let you define where merge requests can originate and when data stewards need to be involved in duplicate resolution activities. The profile options under this category are:

  • Automerge Threshold Setting

  • Customer Center Merge Requests Setting

  • Default Resolution Type Setting

  • Data Steward Resolution Request Handling Setting

  • User Resolution Request Handling Setting

• Merge Behavior

  You can use this set of profile options to configure how the merge process handles the records in a duplicate resolution request. These settings let you control the processing logic that governs the final outcome of a merge request, such as which record is retained as the master and how the process derives its final attributes. The profile options under this category are:

  • Agreement Rules Type Setting

  • Attribute Selection Type Setting

  • Enable Attribute Source Tracking Setting

  • Master Record Selection Setting

  • Merge Identical Child Records Setting

  • Add Groovy to Attribute Selection Setting

• Link Behavior
  You can use this set of profile options to configure how the link process handles the records in a duplicate resolution request. These settings let you control the processing logic that governs the final outcome of a link request, that is, which record is selected as the master. The profile options under this category are:

  • Main Record Selection Setting
  • Autolink Threshold Setting

You can find more details about the duplicate resolution simplified profile options in the individual topics about them.