How You Setup Duplicate Resolution Simplified Profile Options

You can configure the duplicate resolution simplified profile options in the Setup and Maintenance work area using the following:

  • Offering: Customer Data Management

  • Functional Area: Customer Hub

  • Task: Manage Customer Data Management Options

You can use these profiles options to specify:

  • Tuning

    You can use this group of profile options to fine-tune the performance of your duplicate resolution processes. These settings work together to provide multiple ways to optimize your performance based on your implementation scenario, project phase, and data shape. The profile options under this category are:

    • Maximum Concurrent Merge Jobs Setting

    • Merge Mode Setting

    • Merge Request Job Size Setting

    • Merge Scope Setting

    • Merge Request Notifications

  • Duplicate Resolution Control

    Use the profile options belonging to this category to control the flow and level of automation of your duplicate resolution processes. These settings allow you to define where merge requests can originate and when data stewards need to be involved in duplicate resolution activities. The profile options under this category are:

    • Autolink Threshold Setting

    • Automerge Threshold Setting

    • Customer Center Merge Requests Setting

    • Default Resolution Type Setting

    • Data Steward Merge Handling

    • User Merge Handling Setting

  • Merge Behavior

    You can use this set of profile options to configure how the merge process handles the records in a duplicate resolution request. These settings allow you to control the processing logic that governs the final outcome of a merge request, such as which record is retained as the master and how the process derives its final attributes. The profile options under this category are:

    • Agreement Rules Type Setting

    • Attribute Selection Type Setting

    • Enable Attribute Source Tracking Setting

    • Master Record Selection Setting

    • Merge Identical Child Records Setting

    • Add Groovy to Attribute Selection Setting

You can find more details about the duplicate resolution simplified profile options in the individual topics about them.