You can unmerge any source record that must not be associated with a particular master record. When you unmerge multiple source records from a master record, you can unmerge them into separate master records or merge them into a single master record. When you unmerge records, the relationships of the unmerged records revert to the corresponding master record based on business ID.
When you unmerge a source record, you can choose to unmerge relevant patch records. You can't unmerge patch records without unmerging the associated source records. The unmerged source and patch records are merged into a single master record.
1From the search results, open the record.
The record appears on the Record Details page.
2Click the Source Records tab.
The master record and the associated source records appear.
3Optionally, from the Settings menu, select the option to show or hide trust score and survivorship criteria.
Trust scores and survivorship criteria help determine the best version of the truth.
4Click Actions > Unmerge Records.
5Select source records or a combination of source records and relevant patch records, and click Unmerge.
The Unmerge Records dialog box appears.
6If you selected a single source record or a combination of source records and relevant patch records in step 5, proceed to step 8.
7If you selected multiple source records and no patch records in step 5, select one of the following options:
Option
Description
Unmerge into separate master records
Unmerges each source record into a separate master record.
Unmerge into a single master record
Unmerges all the selected records and merges them into a single master record.
8Perform one of the following actions:
Action
Description
Unmerge
Unmerges the selected records into a single master record or multiple master records without requiring any approval, and the unmerged records remain in the active state.
Based on your user role privileges, if approval isn't required, the Unmerge action is available.
Send for Approval
Sends the unmerge proposal for approval and retains the selected records in the active state. After an approver approves the proposal, the records are unmerged.
Based on your user role privileges, if approval is required or optional, the Send for Approval action is available.