Match and Merge Duplicate Entities
You can find potential duplicate entities and merge them, if appropriate.
Two entities are duplicates if they meet the criteria specified in the system-defined identification procedures.
Merging takes all the relationships and entity attributes from the suspected duplicate entity (called the slave). It adds them to the master entity you want to keep, and deletes the slave entity.
You can only merge duplicate entities of the entity types specified on the Parameters screen.
Merging entities is irreversible. Make sure the two entities represent the same real-world entity. Research your data thoroughly to confirm this. For example, don't accept that two person entities are duplicates because they have the same name and date of birth. They could be two separate people with the same name and date of birth.
The following permissions are available for merging and matching entities:
Permission | What it lets you do |
Can Match and Merge Entities Auto |
Do an automated match and merge
|
Can Match and Merge Manually |
Manually match and merge records
|
Can force merge of entities even when dissimilar |
Match and merge entities that don't meet the matching rules |