Modifying merged records

Some use cases require a record's life-cycle to continue after a merge operation where it did not become the golden record. The add-on allows you to enable merged record modification for these types of cases.

To enable merged record modification:

1. Navigate to Administration > TIBCO EBX® Match and Merge Add-on > Table activation and settings and open the configuration where you want to enable merged record modification.

2. Expand the Advanced settings group on the Main tab.

3. Set Modify merged records to Yes.

   

4. Determine the add-on's behavior after a merged record is modified by selecting one of the following options:

   • Apply a merge policy: After modifying a merged record, it might contain the most accurate values that should be incorporated into the golden record. When you select this option and a merge policy is associated with the default matching policy, the add-on initiates a merge using the associated policy to update the golden record.

     We recommend this option when modifications do not impact fields configured for matching. This way modifications update the golden record, but do not create conflicts with previous matching operation results.

   • Change state to <unset>: The add-on changes the modified merged record to unset and removes it from its group. This might result in requiring stewardship tasks, such as running a match and updating any impacted groups.

     We recommend this option when modifications impact fields configured for matching. You should re-execute a matching operation to ensure the record is still similar enough with others in its group after modification to consider it a match.

     Note

     The add-on automatically runs a matching operation if the default matching policy's Matching after submission is set to On update = Inline and a record is modified and set to <unset>.

5. Save before exiting.

   Users are now able to save changes to merged records.