Review Duplicates Tasks
When you review the clusters in a review exceptions task, you validate the work done by another user in an earlier task. You can perform the same operations in a review duplicates task and in a correct duplicates task.
Examine the records in the cluster and confirm that the preferred record represents the most accurate version of the records in the cluster. You can update the preferred record and the cluster status if you disagree with the decisions of the earlier user.
Use the Cluster Actions menu options to update the record status. When you finish work on the task, use the Task Actions menu options to update the task status.
Note: Verify that the other records in the cluster do not include any record that the business might want to keep. You can move the records to another cluster, and you can create a cluster to store the record.
Working in a Review Duplicates Task
Verify that the preferred record in each cluster represents the most accurate version of the records in the cluster.
1. Open a review 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. Examine the records in the cluster.
Verify that the preferred record contains the most accurate version of the data in the cluster.
Verify that the cluster status is Reviewed.
3. To update the contents of the cluster or the cluster status, click Edit.
To update the preferred record, perform one or more 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.
You can also move a record to another cluster or import a record from another cluster. To move records between clusters, use the Discovered Clusters options.
To update the cluster status, perform one of the following actions:
- - Mark the cluster as reviewed.
Mark a cluster as reviewed to indicate to other users that you examined the cluster.
- - Approve the preferred record in the cluster.
Approve the record to indicate that you agree with the current preferred record in the cluster.
- - Reject the preferred record in the cluster.
Approve the record to indicate that you disagree with the current preferred record in the cluster.
- - Clear the reviewer status.
Clear the status to remove any status indicator from the cluster.
4. When you finish work on the cluster, save the cluster to the task.
After you review all of the clusters in the task, update the task status. The task status indicates that the cluster records are ready for the next stage in the workflow.