Define and run a match and merge job

1Click New > Jobs > Match and Merge > Create.
The Match and Merge dialog box appears.
2Specify the job properties, and click OK.
The job page appears.
3Select a process. The supported process is MDMMatchMerge.
4Select one of the following process types:

Option	Description
Match and Merge	Identifies matching records and automatically merges them.
Match Only	Identifies matching records.
Merge Only	Merges matching records that are identified by the match process.
Reset the Matched Records	Resets the matched records that are not yet merged and makes the records available for matching again.
Update Match Explainability Metrics	Updates the key metrics, including large cluster metrics, on the match analysis and explainability dashboard based on the most recent match jobs.

5Select the business entity.
6If you select the Match and Merge or Match Only process type, perform the following steps:
1. aSelect a match model and the model version to use for the job.
2. bTo skip the group potential matches step of the job, select Skip grouping potential matches.
You can skip the step for the following reasons:
• ▪ The declarative rules in the match model use the automated merge strategy.
• ▪ You don't need to optimize the number of approval tasks in the workflow inbox.
For more information about the group potential matches step, see Group potential matches.
3. cTo update key metrics on the match analysis and explainability dashboard , select Update match explainability metrics.
4. dIf you select Update match explainability metrics, then to update the metrics related to large clusters, select Update large clusters metrics.
7If you select the Update Match Explainability Metrics process type, select Update large clusters metrics to include the large clusters metrics in the update.
8Save the job.
9To run the job, click Run.
You can monitor the status of the job on the My Jobs page.
For more information about monitoring match and merge jobs, see Monitoring match and merge jobs.