Merge strategy

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.

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.

Available only when you select the fuzzy match strategy. Based on the match score of the record pairs, the match and merge process determines whether the result is automated, manual, or skipped merge.

For example, use the threshold-based merge strategy for a declarative rule that is based on a field, such as address, that is quite similar but other field values are not. In this scenario, you can set the thresholds to skip merging records when the match score is 70 and lower, automate merging records when the match score is 90 and higher, and send for manual merge when the match score is from 71 to 89.