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