How Records are Selected for Automerge
Records are selected for automerge based on the following criteria:
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Score threshold: The score threshold is defined in the Match Configuration and determines whether a record is included in a duplicate set or not.
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Automerge threshold: The automerge threshold is defined by the ZCH_AUTO_MERGE_THRESHOLD profile option and determines whether the merge request for a duplicate set is processed automatically or if it must be reviewed manually.
The three possible outcomes for each record with regard to duplicate identification and merging are as follows:
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Low score below score threshold: The record isn't included in duplicate set and in the merge request for that duplicate set.
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Medium score above score threshold and below automerge threshold: The record is included in duplicate set but merge request for that duplicate set must be reviewed manually.
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High score above score threshold and above automerge threshold: The record is included in duplicate set and merge request is processed automatically.
The score for all the records in a duplicate set must be above the automerge threshold for automated processing. If one record in the duplicate set is below automerge threshold, and the other records are above the automerge threshold, the merge request must be reviewed manually.
When you merge two or more records with exactly same children information under phone, email, or address the children information is merged and rolled up as one record.