What's New > July 2025 > New features and enhancements

New features and enhancements

The July 2025 release includes the following new features and enhancements:

Match and import selected data

When you match and import selected data, the preview results now include the source systems of record pairs and identifies of directed AI match rules that formed the record pairs.

For more information about matching and importing selected data, see Match and import selected data.

Share saved searches and templates

You can now share the saved searches and templates created by you with other users in your organization.

The following image shows a list of shared searches and templates: The Saved Searches and Templates page contains the Created by Me and Shared with Me tabs. The Shared with Me tab displays the searches that are shared with everyone. [[

The Saved Searches and Templates page contains the Created by Me and Shared with Me tabs. The Shared with Me tab displays the searches that are shared with everyone. [[

For more information about sharing saved searches and templates, see Sharing saved searches and search templates.

Data enrichment and validation statuses

To assess the quality of a record and monitor rule associations associated with it, you can now view the statuses of rule associations. For example, you can check the data quality status to identify rule associations that didn't run on a record or that failed with the Exception status. You can also filter the data quality statuses by the master record and individual source records.

The following image shows the statuses of sample rule associations that ran on a record:

The Data Quality Status dialog box shows four rule associations and their statuses. The Validate and cleanse NDC - RA rule association shows the Validation Error status. The Generate PCID-RA and Generate MCID-RA rule associations show the Success status. The Check If Code Contains Special Characters rule association shows the Not Run status.

For more information about data enrichment and validations, see Enriching records.

Share dashboards

When you share a dashboard, you now have the option to add it to everyone's Home page. Additionally, you can copy a dashboard to create another dashboard.

For more information about dashboards, see Manage dashboards.

Import records with business IDs

You can now include business IDs in a CSV file when you import source records. If the business ID of an input record matches the business ID of an existing source record, the import process merges the input record with the source record. The merged input record also contributes to the corresponding master record. If a business ID doesn't match any existing source records, the import process creates a new record using the business ID.

For more information about importing data, see Import all data.

Match Analysis and Explainability dashboard

You can now use the Match Analysis and Explainability dashboard on the Home page to explore the match results and gain insights into the match process.

The following image displays a sample Match Analysis and Explainability dashboard: The Match Analysis and Explainability dashboard displays the rules, properties, and the record pairs generated.

The Match Analysis and Explainability dashboard displays the rules, properties, and the record pairs generated.

The Match Analysis and Explainability dashboard displays the following details for a business entity:

•Key metrics related to the match process and an analysis of the match and merge jobs.
•Directed AI and adaptive AI match strategies, automated and manual merge strategies, and record pairs that you can filter based on the match and merge strategies.
•Directed AI match rules with their properties and the number of record pairs that they generated.

For more information about the match analysis and explainability dashboard, see Match analysis and explainability dashboard.