Manage Links

You can manage links that are created either by duplicate resolution requests or by a data steward in the Manage Links page. Data stewards create links to resolve duplicate parties by manually linking them without a duplicate resolution request on the Create Link page.

You can access the managing links functionality by clicking on Manage Links on the Duplicate Resolution work area or by clicking Linked Parties on the Organization, Person, or Groups work area.

Create Links

To create links:

1. Navigate to the Manage Links page as follows: Navigator > Customer Data Management > Duplicate Resolution > Tasks.

2. Select Create from the Actions menu.

3. In the Create Link page, enter the details about the link.

4. In the Link Members area, select and add two or more parties that you want to link by selecting Add from the Actions menu. You must select one of the parties as the master.

5. Click Save and Close.

Update Links

To update links:

1. Navigate to the Manage Links page as follows: Navigator > Customer Data Management > Duplicate Resolution > Tasks

2. Search for the link that you want to update. You can search by entering criteria such as link identification number, status, description, or the names of member record. You must select the Master Party Type to search for links.

3. Select the link you want to update from the Search Results region and click Edit.

   Optionally, you can also delete a link by selecting the link and clicking Delete.

4. In the Edit Link page, you can add link members, remove link members, and change the master record of the link.

   Note: If you remove the members of a link, you can't restore them. To restore a link member, you must add it again to the link.

5. Click Save and Close.