Define and run a match and merge job
To match and merge duplicate records in the Business 360 data store, 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. |
5Select the business entity.
6If you selected the Match and Merge or Match Only process type, select a match model and the model version to use for the job.
7Optionally, to 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.
This option is available when you use the Match and Merge or Merge Only process type.
For more information about the group potential matches step, see
Group potential matches.8Save the job.
9To run the job, click Run.
You can monitor the status of the job in the My Jobs page.