Manual Matching
You can manually initiate a matching operation on:
A selection of records to match them against the other records in the table.
An entire table. All records are matched against each other.
Attention
Performance and result accuracy can be improved by purging previous results before manually executing a matching operation. Use the Purge old results service to accomplish this.
To run a manual match on a table that has an active matching policy:
Set the matching scope by selecting one or more records.
Open the Actions menu and select Match and Merge > Run match.
In the Run match screen, select the matching policy to use from the list of active policies and run the match.
If you executed the match:
On an entire table or a selection of multiple records, the Consolidated view displays. See Consolidated view for more information about actions available.
With only one record selected, the Manage group screen displays. See Managing groups for more information about actions in this screen.
Note
While the matching process is running, the add-on displays its progress. At any time you can cancel the process, or navigate in EBX® to view other data. When the matching process completes, you can view the results in the Consolidated view.