How you Consolidate Confirmed Duplicate Records
If you know for sure that two or more records are confirmed duplicates, you can create a request to consolidate them from the Create Resolution Request UI page.
Consolidating confirmed duplicate records involves the following tasks:
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Identify duplicate records
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Select duplicate resolution request type such as merge or link
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Create and submit the resolution request
Merge Confirmed Duplicate Records
You can merge confirmed duplicate records by creating and submitting a merge request from the Create Resolution Request UI page as follows.-
Navigate to the Duplicate Resolution work area as follows:
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Click the Tasks menu and then click Create Resolution Request.
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Provide the search criteria to search for the records that you want to merge. For example, select the Party Type as Person and type the Name as John.
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Click Search.
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From the search results, using the Shift or Control keys, select the records that you want to merge.
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Click
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Provide a name for the request in the Create Request: Select Type dialog box.
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Select the request type as Merge (Request to physically merge records into one record.).
Note: You can select the request type as Generic if you want to defer the decision to select the resolution request type or Link if you want to link the records. -
Optionally, select a master record.
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Click OK.
You can see a message that the duplicate resolution request was submitted. The merge happens immediately if the data governance profile: User merge requests is set to Allow Processing Without Approval. If the profile is set to Process Subject to Approval, the merge is reviewed and processed later by a data steward. -
Click Done.