Merge strategy

A merge strategy indicates the action to be performed on the records that have gone through the match process. The process uses the merge thresholds, which are match score ranges, to determine the merge strategy. Based on the merge strategy and the associated merge threshold of the rule, the record pairs result in automated, manual, threshold-based, or skipped merge.

Merge Strategy	Description
Automated	Automatically merges the records identified as duplicates if their match scores fall within the specified merge threshold range for automated merge. For example, use the automated merge strategy for declarative rules that are based on unique identifier fields, such as social security number. Two people cannot have the same Social Security number, so you do not have to manually review the records.
Manual	Queues the records identified as duplicates for manual merge if their match scores fall within the specified merge threshold range for manual merge. Users with the required privileges can review and merge the records in the Business 360 applications. For example, use the manual merge strategy for declarative rules that are based on fields, such as the address field. Multiple family members can share the same address and the records cannot be definite matches. You need to manually review the records to confirm whether these are duplicate records.
Threshold-based	Available only when you select the fuzzy match strategy. Use the threshold-based merge strategy for any field. Based on the match score of the record pairs, the match and merge process determines whether the result is automated, manual, or skipped merge.
Skip	The records in the pairs are not matched against each other if their match scores fall within the range set for the merge threshold for skipping merge.