Process Duplicate Resolution Requests

You can review and process duplicate resolution requests in new status in the Duplicate Resolution work area.

As part of processing these requests, you can:

• Choose to submit or reject them.

• Decide the duplicate resolution request type, merge or link, based on whether you want to merge or link the duplicate records.

You can create duplicate resolution requests while:

• Create duplicate identification batches by selecting the Create Merge Request as the Automatic Processing option on the Create Duplicate Identification Batch page. Review duplicate sets and creating single requests for each duplicate set on the Duplicate Identification Batch details page.

• Create a duplicate resolution request manually for confirmed duplicates on the Create Resolution Request UI page.

A request dispatcher is run periodically for pending requests, and it sets the status of pending requests to New. You can also request your administrator to run the Run Request Dispatch Job from the Setup and Maintenance area to set the status of the pending requests to New.

Note:

A setup user can access the Run Request Dispatch Job task in the Setup and Maintenance work area, using the following:

• Offering: Customer Data Management

• Functional Area: Customer Hub

• Task: Run Request Dispatch Job

You can also submit request dispatch jobs directly from the Duplicate Resolution work area by clicking the Dispatch button, which will submit the job for immediate processing.

You can process a duplicate resolution request using these steps:

• Select the duplicate resolution request to process.

• Select the duplicate resolution request type.

• Manage the duplicate set.

Note:

Use the Purge Duplicate Resolution Data scheduled process to purge the duplicate resolution data such as resolution logs and to delete duplicate resolution batches and requests. You can schedule this process from the Scheduled Processes work area. You can access this work area as follows: Navigator > Tools > Scheduled Processes. Similarly, you can purge merged records using the Manage Party Purge Activities scheduled process. If you purge merged records, the non-master records of the merge request are purged too.

Select Duplicate Resolution Request

1. Navigate to the Duplicate Resolution work area.

2. Select a new duplicate resolution request.

Select Duplicate Resolution Request Type

1. Click the Process option on the Actions menu on the Duplicate Resolution work area.

2. On the Select Type of Request page, select the duplicate resolution request type as:

   • Merge - to combine duplicate records

   • Link - to join duplicate records with the master record

   • Test Merge - to test the merge request configuration without modifying your application data

Manage Duplicate Sets

1. As appropriate, mark a record as nonduplicate, set as master a record other than the default master record, remove records that you don't want to include in the resolution request.

2. Submit the duplicate set, as appropriate, as merge or link requests for resolution.