Types of Duplicate Record Task
A workflow can assign a correct duplicates task or a review duplicates task to you.
When you work on a correct duplicates task, you examine the records in each cluster in the task. You open a cluster, and you verify that the preferred record in the cluster contains the most accurate data available. When you work on a review duplicates task, you verify the decisions that another user made for each cluster in an earlier task.
The workspace layout in each task type is identical. The workspace options that you use in each task type are similar. You update the cluster data and the status indicators in the same manner in both types of task. When you work in a review duplicates task, you can use additional options to accept or reject the work of an earlier user.
Steps to Correct Duplicates
Open a review duplicates task from the Start workspace. The task opens on the Data Editing tab of the Exceptions workspace.
When you work in a correct duplicates task, perform the following steps:
- 1. Open the task, and enter edit mode.
The Analyst tool displays the first cluster in the task. You can work in the current cluster or you can open another cluster. Use the filter options to show or hide clusters that contain a data value or a status that you specify.
- 2. Examine the preferred record and the other records in the current cluster.
If a field in another record contains a more accurate value than the same field in the preferred record, promote the value to the preferred record.
- 3. Optionally, perform any of the following tasks to verify that the cluster contain the most accurate data:
- - Edit the values in the preferred record.
- - Search for records that contain similar values in other clusters.
- - Move a record from one cluster to another.
- - Create a cluster and move a record to the cluster that you created.
- 4. Update the cluster status to indicate that you reviewed the cluster.
- 5. When you finish work on all of the clusters in the task, update the task status.
Steps to Review Duplicates
Open a correct duplicates task from the Start workspace. The task opens on the Data Editing tab of the Exceptions workspace.
When you work in a review exceptions task, perform the following steps:
- 1. Open the task, and enter edit mode.
The Analyst tool displays the first cluster in the task. You can work in the current cluster or open another cluster. Use the filter options to show or hide clusters that contain a data value or a status that you specify.
- 2. Review the contents of each cluster. Verify or update the status that a user assigned to the cluster in another task.
Use a filter to find the clusters that the user reviewed or did not review.
- - If you agree with the content and the status of the cluster, make no change.
- - If you disagree with the content of any cluster, update the cluster.
- - If you disagree with the status of any cluster, update the status.
- 3. When you finish work on all of the clusters in the task, update the task status.