How do I override system mapping?

You can override system mapping for merge requests by manually modifying it. To manually modify system mapping, you must select the master record and its associated attributes, and then specify the resolution for the child entity conflicts and errors.

You can resolve child entity conflicts and errors by merging, transferring, or removing the record attributes.

You can override system mapping using these steps:

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

2. Select the duplicate resolution request for which you want to override system mappings and drill down through the request ID to the Review Merge Request page.

   Note:

   You can override system mappings only for those merge requests that are in New status, which indicates that the request is open for review and processing. The status depends on the following:

   • The merge request isn't an auto-merge request and the profile option ZCH_USER_MERGE_REQUESTS is set to Process Subject to Approval. For more information about this profile option, see Customer Hub Profile Options topic listed in the Related Links section.

   • Your administrator has run the Run Request Dispatch Job from the Setup and Maintenance area to change the merge request status from Pending to New. A request dispatcher is run periodically for pending merge requests, and 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. A setup user can access this task in the Setup and Maintenance work area, using the following:

     • Offering: Customer Data Management

     • Functional Area: Customer Hub

     • Task: Run Request Dispatch Job

3. Click Override on the Review Merge Request page to view the Override System Mapping: Select Master Record page.

4. In the duplicate set on the page, select the record that you want to make the master and click Set Master.

   Optionally, you can also remove records from the duplicate set to prevent them from being merged. You can also mark the removed record as a nonduplicate to exclude it from all the subsequent merge requests.

5. Click Next to navigate to the Override System Mapping: Map Profile Attributes page.

6. Select a value from any of the duplicate records for each profile attribute to be retained in the master record.

   If the number of duplicate records is five or less than five, you can select the value from the record columns. If the number of duplicate records is greater than five, you can select the value from the value choice list. In the profile attribute value choice list, you can hover over the value to see the attribute value's record. This helps you associate the correct value with the master record. You can also manually enter a new value in the Final Value column for an attribute.

7. On the Override System Mapping: Map Entities page, you can merge two or more entities into a single entity. You can also remove merge entities, such as addresses, from the merge processes by clicking the Remove icon. If the Remove icon isn't available, you must enable the ORA_ZCH_ALLOW_REMOVE_FEATURE profile option. For more information about creating this profile option, see the Enable the Remove Option on the Override System Mapping UI section in this topic. Child entities associated with the entities that are removed using the Remove icon won't be transferred to the master record.

8. Click Next to view the Override System Mapping: Review page. Now you can review the mapping settings and click Submit to override the default system mappings. In case there are edits, click Back to make updates to the mapping settings before submission.

Enable the Remove Option on the Override System Mapping UI

You can enable the Remove icon on the Override System Mapping UI by enabling the profile option ORA_ZCH_ALLOW_REMOVE_FEATURE by setting its value to Yes as follows:

1. Sign in as a setup user such as, Sales Administrator, Master Data Management Application Administrator, or Application Implementation Consultant.

2. Click Navigator > Setup and Maintenance work area.

3. Click the Tasks menu and click Search. Search for Manage Administrator Profile Values task and open it.

4. Search for the Profile Option ORA_ZCH_ALLOW_REMOVE_FEATURE.

5. Click Actions, New in the ORA_ZCH_ALLOW_REMOVE_FEATURE: Profile Values area.

6. Select Site as the profile level and Y as the profile value.

7. Click Save and Close.

How do I remove a party from duplicate resolution request?

Removing a party from a duplicate resolution request doesn't automatically modify attribute level mappings of the request. If you want to manually remove parties from a merge request, you must either manually select the values that have to be removed from the 'Map Profile Attributes' page, or reprocess the merge request after removing the party using the following steps:

1. Remove a party from a duplicate resolution request as described in the beginning of this topic and click Save and Close.
2. Select the merge request and click Reset.
3. Select the merge request and click Dispatch to run the dispatch job once again.