9.4.5 Taking Decision on Similarity Edges

This topic describes the systematic instructions to take decision on the similarity edges.

To take the decision as an Analyst or Supervisor, follow these steps:
  1. Select the edge and perform the following:
    1. Analyst
      • Click on Send for Approval to send for approval.
      • Click on Send for Rejection to send for rejection.
    2. Supervisor
      • Click on Approve to approve.

        In the case of Graph, the match edge will be moved to Global Graph.

        In the case of Entity Resolution (CSA8xx), probable groups will be created for the selected records, and the new Global party IDs will be generated based on the merge rule.

      • Click on Reject to reject.

        In Graph, the match edge will not be part of the Global Graph.

        In the case of Entity Resolution (CSA8xx), probable groups will be created for the selected records, and the same Global party IDs will be retained as-is.

  2. Report Action Pop-up window appears, provide comments in the Comments text box or select Standard Comments from the drop-down list for selected edge(s):
    • Sending for Approval or Approve
    • Sending for Rejection or Reject
    You can provide free-form comments for the selected similarity edge using the Comments text box to provide your own comments or select from the Select Standard Comments drop-down list. The available options are as follows:
    • Additional identifier indicates the same entity
    • Address not similar enough
    • DOB missing or conflicting
    • Name is not similar enough
    • No additional identifiers are available
    • No transaction activity indicating the same entity
    • Transactional behavior indicates same entity

      Note:

      Send for Rejection/Reject and Send for Approval/Approve can be performed for single or multiple edges.

      You can provide comments in the Comments text box or Select Standard Comments. Once you select Comments, the other one will be disabled automatically and vice versa.

  3. Click Save to save the change or click Cancel to revert the changes.