Searching before record creation

Overview

If an administrator has enabled the option, you can use the add-on to search for potential duplicates prior to creating a record. You can include each field configured to use matching when searching for duplicates. The add-on will present you with a list of possible duplicate records and you can choose whether to update an existing record, or create a new one.

Enabling search before create

If you are an administrator you can enable the Search before create option at the process policy level. If multiple matching policies are applied to a table, you can also specify on which policy the add-on applies the feature.

To enable the option to search for potential duplicates before record creation:

1. Navigate to Administration > Data quality & analytics > TIBCO EBX® Match and Merge Add-on and locate the desired policy in the Process policy table.

2. Set Search before create to Yes.

3. If the table you want to enable this feature for has multiple matching policies applied, use the Matching policy table's For search before create option to specify which matching policy the add-on will use for the feature.

Using search before create

Once enabled by an administrator, you can search for potential duplicates prior to creation using the following steps:

1. From a table's Actions menu, select Match and Merge > Search before create.

2. Fill in any required fields and any optional fields with information from the record you want to create and select Search.

3. After the search completes you have the options to select:

   • Reset to clear the search form's fields.

   • Update in the Potential matches panel to change values in an existing record.

   • Create a new record to add a new record to the table. In the creation form that displays, any fields that included searched values will be populated with these values.