9.4 Using Manual Decisioning

The Manual Decisioning allows you to make manual decisions on similarity edges in the Global Graph and matches for Entity Resolution, where the score is between the manual and automatic thresholds set on the Match Ruleset page.

This flexibility provides an Ad-hoc experience to allow users to make decisions on borderline cases.
  • Entity Resolution (CSA8xx): If the decision is approved, the match is added to the probable groups for merging in the Entity Resolution process. If the decision is rejected, it is not considered in probable groups.
  • Global Graph: If the decision is approved, the match edge will be moved to Global Graph. The match edge will not be part of the Global Graph if the decision is rejected.

You can specify your Manual Threshold on the Match Ruleset Details page for Manual Decisioning.

To take the manual decision, follow these steps:
  1. On More menu, click Manual Decisioning. The Manual Decisioning page is displayed.

    Figure 9-14 Manual Decisioning


    Description of Figure 9-14 follows
    Description of "Figure 9-14 Manual Decisioning"

    The role icons are at the top-right corner, the 1st is Request User, and the 2nd is Approver User. The number of icons will be based on user privileges. If both icons are shown, you can choose whether to make a decision as an Request User or Approver User.

  2. You must select the following to display the records on the page:
    • Manual Decision Type
    • Select Pipeline / Select Graph
    • Data Source Type

Other than Graph, records will be displayed only when you select the Data Source Type for Entity Resolution (CSA8xx) (ER Type).

Note:

The records on the Manual Decisioning page will be displayed based on the selection of Manual Decision Type. The Data Source Type field is applicable only when ER Type is selected as Entity Resolution (CSA8xx).
Records are displayed on one of the following tabs, depending on where they are in the Manual Decisioning workflow:

Note:

Any manual actions performed in the UI will undergo the Data Survival rule and data will be persisted accordingly.
  • New: Where no decision has yet been made
  • Pending Approved: Where Request User has made an approve decision and this is to be confirmed or rejected by a Approver User
  • Pending Rejected: Where Request User has made a reject decision and this is to be confirmed or rejected by a Approver User
  • Approved: Where the decision has been approved
  • Rejected: Where the decision has been rejected

    For more details, see the Workflow for Manual Decisioning section.

Figure 9-15 Manual Decisioning with Records


Description of Figure 9-15 follows
Description of "Figure 9-15 Manual Decisioning with Records"

By default, ten edges or matches are displayed per page. Click the Next arrow to view the next set of edges or matches.

You can filter the edges using the following options:
  • Source Entity Type (Entity Resolution (CSA8xx))/Source Node Type (Graph)
  • Target Entity Type (Entity Resolution (CSA8xx))/Source Node Type (Graph)
  • Advanced Search

Customizing View on the Manual Decisioning

To customize view on the page, follow these steps:
  1. Select any column on the page.
  2. Right-click and the following options are displayed:
    • Columns: You remove and add the column form list.
    • Sort Ascending: You can sort the edges on the page in Ascending order.
    • Sort Descending: You can sort the edges on the page in Descending order.
    • Resize Column: You can resize the column by specifying the column width.

Applying Filter on the Edges

To filter edges on the page, follow these steps:
  • Source Entity Type (Entity Resolution (CSA8xx))/Source Node Type (for Graph): Select the source from the list. It filters the edges based on the list under the Source column.
  • Target Entity Type (Entity Resolution (CSA8xx))/Source Node Type (for Graph): Select the target from the list. It filters the edges based on the list under the Target column.
  • Advanced Search: You can filter in which the recodes search criteria as specified. For more details, see the Searching for Manual Decisions section.

    Note:

    You can apply all the filters in parallel. It considers source, target, and search criteria specified in Advanced Search. It uses AND logic. For example,
    • Source Node Type/Source Entity Type is the customer
    • Target Node Type/ Target Entity Type is customer
    • Advanced Search: The source Name is GRAF
    • The column names (Source and Target) are replaced with selected Source and Target values from the drop-down list.
    • You can drag and drop the columns on the page to change the order.
On the Manual Decisioning page, when you select the possible match from the New tab, theDetails pane is populated on the right side of the screen, giving more detail on the possible match to allow the decision to be made.

Note:

The view edge is different for Graph and Entity Resolution (CSA8xx).

For more information, see the Viewing Edges from the Source section.