Overview of Automerge Setup

The automerge functionality merges duplicate records without any approval or intervention from the data steward. Automatic processing of merge requests is critical when processing large volumes of customer data because automerge can expedite the resolution of duplicate records without manual review.

Note that during automerge, the child entities of the duplicate records, such as contact points, relationships, classifications, and cross references, become the child entities of the master record.

Enabling Automerge involves several implementation steps that you have probably already completed while setting up duplicate identification and duplicate resolution. However, review the following list to ensure these setups are indeed complete.

You can enable automerge by configuring the tasks listed in the following table in the Setup and Maintenance work area:

Step	Description	Task Name	Where to Get More Details
Manage Customer Hub Profile Options	Set up the following profile options appropriately: Auto Merge Threshold (ZCH_AUTO_MERGE_THRESHOLD) Record Size Limit of Duplicate Set (ZCH_DI_MERGEREQ_REC_SIZE) Survivorship Enabled (ZCH_ENABLE_SURVIVORSHIP)	Manage Customer Hub Profile Options	See the following topics in the Configure Profile Options chapter of the Getting Started with Your Customer Data Management Implementation guide: Key Customer Data Management Profile Options Manage Customer Hub Profile Options How You Setup Duplicate Resolution Simplified Profile Options
Define Survivorship	Survivorship rules determine the master or surviving record and its attributes during the merge operations for duplicate resolution. Enable survivorship rules by setting the ZCH_ENABLE_SURVIVORSHIP profile option to Yes.	Manage Survivorship Rules Manage Customer Hub Profile Options	See the following topics in the Configure Duplicate Resolution chapter of the Getting Started with Your Customer Data Management Implementation guide: How You Enable and Manage Survivorship Rules Define Survivorship Rules Define Set Master Record Rules Define Set Attribute Value Rules
Manage Server Configuration	Enable the EDQ Real-time and Batch Match Server configuration. Ensure that the Server Parameter Values (Server Address and Server Port) are complete.	Manage Server Configuration	See the following topic in chapter Configure Duplicate Identification of the Getting Started with Your Customer Data Management Implementation guide: Enable the Server Configuration for Matching
Manage Enterprise Data Quality Matching Configuration	Create an active Match Configuration in Manage Enterprise Data Quality Matching Configurations task or use a predefined Match Configuration. Rebuild the keys if necessary.	Manage Enterprise Data Quality Matching Configurations	See the following topic in chapter Configure Duplicate Identification of the Getting Started with Your Customer Data Management Implementation guide: Manage Enterprise Data Quality Matching Configurations
Create a duplicate identification batch with the appropriate processing option	Create a duplicate identification batch and select Create Merge Request as the Automatic Processing Option.	N/A	See the following topic in the Identify Duplicates chapter of the Using Customer Data Management guide: Create Duplicate Identification Batches and Define Subset Rules