9.5.3 New Tab

The results are displayed for each action (Merge/Split/Create/Create Group) in New/<Actions> tab with a new Global Party ID and the number of customers in No. of Entities.

Enter the customer name or ID in the search filter and click the Search icon. The record information (Global Party, No. of Entities, Name, DOB, and Address) is displayed.

Use breadcrumb locator <Back link to navigate back to Home after checking the action results.

For Rearrange, you can select the records along with Global parties on the page and select the Global Party where you want to move all selected records. You must save the changes to reflect on the page.

Note:

You must select at least two Global Parties for Merge/Rearrange/Create Group. For Split, only one Global Party.

For more details, see the Workflow for Merge and Split Global Entities section.

Figure 9-22 Fields on New Tab

Description of "Figure 9-22 Fields on New Tab"

Analyst or Supervisor can perform the following actions:

1. Expand the records to Full view (to compare the customer records along with Global Party details) or Card view (to view customer name, id, and address).
2. Select the customer records and Global Party.
3. Click Action drop-down list and select any one of the actions according to your requirement:
   • Merge: You must select at least two Global Parties.

     Note:

     • You can persist the Global Party ID using the Select ID For Persistence drop-down list.

       Persisting Global Party ID means one of the new parties retains the previous global id and hence retains the history of the previous global party.

     • It can only be done at the Global Party level, not for individual customer records in different Global Parties.
   • Split: You should select only one Global Party and multiple records to split.
   • Rearrange: You must select at least two Global Parties.
     • Select the Global Parties on which the user wants to perform Rearrange. Then the user will be moved to New/Rearrange breadcrumb, where you need to select customers and perform Rearrange.
     • Click Save to save the changes or click Cancel to revert the changes.
   • Create Group: The records and respective Global Parties must be selected.
4. After selecting the action, you can provide free-form comments for the selected action using theComments text box or select comment from the Select Standard Comments drop-down list.

   Figure 9-23 Merge Action pop-up

   
   

   
   Description of "Figure 9-23 Merge Action pop-up"

   
   

   Note:

   The Select ID For Persistence drop-down list is applicable for the following actions:

   • Merge
   • Split

   Persisting Global Party ID means one of the new parties retains the previous global id and hence retains the history of the previous global party.

   The available standard comments are as follows:

   • Merge Entity as identifiers indicate the same entity
   • Merge Entity as addresses indicate the same entity
   • Split Entity as address not similar enough
   • Split Entity as DOB missing or conflicting
   • Split Entity as name not similar enough
   • Split Entity as no additional identifiers available or not similar enough
   • Remove any manual split or merge - fixed at source

     Note:

     • Actions can be performed for single or multiple Global Parties.
     • 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.

   The results are displayed to rearrange on New/<Action> tabs. The new Global Party ID has the selected records while creating the group, and existing the Global Party is updated with the number of records in No. of Entities.