A master record contains field values from multiple source records. The field values are selected from source records based on the survivorship criteria.
You can manually override the surviving field values of a master record with field values of other source records. For example, based on the survivorship configuration a master record includes a phone number from the HR source system. You can manually select the phone number from the Sales source system for the master record.
You can also override the trust score of fields within a field group or a nested field group. For example, when you have duplicate field group entries in different source records, you can override the trust score of the field group values.
The following image shows duplicate field groups entires in different source records:
When you manually override a field value, the trust score of the selected field value is set to the highest value. The trust score does not decay over time, and the trust score of the field value is recalculated only when you manually remove the override. The trust score of the overridden field value remains the same when you update the overridden field or when you update other fields in the source record. The trust score of the overridden field value remains the same even when you merge the source records.
When you unmerge source records that contribute field values to override the master record field values, the new master record that's created retains the overridden values and the trust scores. The trust score is recalculated for the unmerged source records.
Overriding values of a master record
You can override the field values of a master record with field values from other source records.
1 From the search results, open the record that you want to override.
The record appears on the Record Details page.
2Click Source Records tab.
3Click Actions > Override Surviving Values.
4 Select the field value or field group that you want to override.
The Select to override trust score? confirmatory message appears.
5Click Yes.
The selected field value or field group overrides the existing field values in the master record.
Note: The previous values display the message PREVIOUS VALUE to indicate that the field values were overridden. The message disappears after you save the changes.
6 To reset to the original value, select the field value that was overridden.
The Reset to original? confirmatory message appears.
7Click Yes.
The field values reset to their original values and the PREVIOUS VALUE message disappears.
8Click Save.
Removing an overridden field value
You can remove the overridden field values or field group values.
1 From the search results, open the record that contains manually overridden field values.
The record appears on the Record Details page.
2Click Source Records tab.
3Click Actions > Override Surviving Values.
4 Select the field value or field group for which you want to remove the overridden values.
5Click Remove Override.
The Remove Override? confirmatory message appears.
6Click Yes.
The field value or field group values change to pending state.
7Click Save.
The trust score is recalculated to identify the field value or field group values with the highest trust score. The values with the highest trust score contribute to the master record.
