Overview of Duplicate Identification Setup
Duplicate identification is a process that identifies potential duplicate records for organization (account) and person (contact) records. You can use this process to identify duplicates in the following situations:
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Identify potential duplicate account and contact records in real-time when your salespeople create a customer record. This prevents the entry of duplicate records.
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Identify potential duplicates in batch mode for records already in the database or within the batch file itself.
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Identify duplicates during import of customer data for records already in the database or within the import batch file itself.
Duplicate identification uses the Enterprise Data Quality (EDQ) service. You require a separate license for the Oracle Fusion Data Quality Cloud Service.
You can enable Duplicate Identification by configuring the following tasks in the Setup and Maintenance work area:
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Step |
Description |
Task Name |
Where to Get More Details |
|---|---|---|---|
|
Enable the Server Configuration for Matching |
Enable the check box for EDQ Real-time and Batch Match Server configuration. Ensure that the Server Parameter Values (Server Address and Server Port) are complete. |
Manage Server Configurations |
See the topic: Enable the Server Configuration for Matching |
|
Manage Enterprise Data Quality Matching Configurations |
You can use either the predefined matching configuration shipped ready-to-use, or copy and edit these configurations to meet your matching requirements. |
Manage Enterprise Data Quality Matching Configurations |
See the topics:
|