Editing a Cluster
Examine the preferred record and any other record in the cluster. Verify that the preferred record contains the most accurate data for the business entity that the cluster represents.
If the current preferred record is correct, make no change.
1. Open a correct duplicates task.
The list of the clusters in the task appears in a column on the Data Editing tab. The first cluster opens by default.
2. Optionally, select a different cluster.
For example, select a different cluster if the current cluster has a status of Reviewed.
3. Examine the records in the cluster. Determine if the preferred record contains the most accurate data for the business entity that the cluster represents.
The preferred record is the first record in the cluster. The Analyst tool highlights the preferred record and the source record for the preferred data.
4. Click Edit.
5. To update the preferred record, perform any of the following actions:
- - Promote a data value from another record to the preferred record.
To promote a value, click the data field in the source record. The value that you select replaces the value in the same column in the preferred record.
- - Update a data value in the preferred record.
Update the preferred record if no record in the cluster contains an accurate version of the data.
- - Replace the current preferred record with another record in the cluster.
To replace the preferred record, click the promotion tool in the row that contains the record.
6. Save the cluster to the task.
When you complete work in a cluster, update the cluster status to Reviewed.