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Match and Merge Documentation > User Guide > General Tasks and Views
Navigation modeMatch and Merge Documentation > User Guide > General Tasks and Views

Managing groups

During matching, the add-on groups records that meet the criteria to be considered positive matches. The add-on also identifies records that are suspected of matching records in a group. When you manage a group of records, you can compare records, view record metadata, accept suspect records as duplicates, and reject false positive results. You can also enter the Merge view to merge data into a golden record.

After a matching operation, you can open the Manage group view:

The following image and table describe available actions:

/manage-groups-1.png

1) Matches pane Actions menu

This menu allows you to:

  • Compare two selected records using the Compare service.

  • Use the Metadata service to view a selected record's matching-specific metadata. When viewing metadata, you can use the Identified as false positives tab to see records that were manually identified as not matching with the selected record. False positive records are no longer grouped with a records suspects or matches. You can use the Actions menu when viewing metadata to remove the false positive categorization to reverse this behavior. Note that in some instances, merged records marked as false positive can be re-included in groups. In these cases the add-on uses the /false-positive-icon.png icon as a designation. You can hover your mouse over the icon to view list of related false positives.

  • Use the Unmerge option to revert a merge operation.

2) Merge or Set as golden (not shown)

The Merge button opens the Merge view and makes all of the records in the Matches pane available for a manual merge.

The Set as golden button displays when the Matches group contains only one record and its state is not yet golden. Selecting this button sets the record to golden. If this button is enabled and there are suspects, setting the record to golden will automatically reject the others as suspects.

3) List of matches

The list of records identified as matching. Records are considered matches if they meet the criteria set out in the matching configuration, or if you confirm a record in the Suspects list. Use the Reject icon to remove a record from the list.

4) Suspects pane Actions menu

In addition to compare and metadata access, you can select records and:

  • Use the Accept service to add it to the list of Matches.

  • Use the Remove service to remove it from the list. When you reject a record, the add-on marks it as a false positive and will no longer include it in groups with the current records.

5) Reject and Accept icons

Use these icons to reject or accept a suspect record as duplicate.