Create and Submit Resolution Requests in Duplicate Identification Work Area

After you have identified potential duplicates in your database through a duplicate identification batch, you can resolve these duplicate sets by creating and submitting a duplicate resolution request.

Each duplicate set contains two or more potential duplicate records, which are identified by the application for your review. You can analyze each of these duplicate sets and modify them. For example, you can

• View the match rule names to understand why a duplicate set was formed and which match rule drove the duplicate identification score. To display the Match Rule column, click View > Columns > Match Rule. The ability to view match rules also simplifies the validation of the match configuration. Implementors can fine-tune match rules and test the effects of rule changes on the duplicate identification result sets.

• Remove records that you don't want to include in the duplicate resolution request. You can also restore the previously removed records back to the set from the removed records table.

• Mark a pair of records as nonduplicate, so that these records aren't identified as potential matches. You can remove the pair from the nonduplicate list by changing the end date.

• Change the master record.

To create and submit a resolution request:

1. Navigate to the Duplicate Identification work area as follows: Navigator > Customer Data Management > Duplicate Identification.

2. Click on the Batch ID of the batch for which that you want to review and resolve duplicate sets. The application displays a list of sets containing duplicate records.

3. Click on the Duplicate ID of the set that you want to review for resolution.

4. Review the duplicate records in the selected set and determine whether you want to merge or link these records. You can view the Match Rule column to understand the match rule that drove the duplicate identification score of each record. To display the Match Rule column, click View > Columns > Match Rule. Note that the match rule for the master record is blank.

5. Click Create Request and specify an appropriate duplicate resolution request type, such as Merge (to combine duplicate records), Link (to join duplicate records), Test Merge (to test the merge configuration without impacting the application data) or Generic (to select the resolution later). Once the request is submitted, the application generates a Request ID, which you can use to track the status of the duplicate resolution process.

   Note: The approval for processing this request is controlled by the ORA_ZCH_DS_MERGE_REQUESTS profile option. This profile option can be set using the Data Steward Merge Handling Setting in the Manage Customer Data Management Options setup task.
   Note: The master record designation within the duplicate set is a preliminary value and the final determination of the master record occurs within the duplicate resolution process based on the duplicate resolution Master Record Selection Setting option.