The TIBCO EBX® Match and Merge Add-on's purpose is to locate and merge duplicate data into a golden record. A golden record represents the most truthful, accurate, and up-to-date data. As a business user, the way you interact with the add-on to match and merge data depends on configuration settings.
The add-on's matching operations entail looking at data values to determine whether duplicate records exist. Administrators will configure how the add-on accomplishes this. For configuration instructions, administrators can use the Quick Start Guide.
At any time, you can manually initiate a matching operation. When administrators enable inline matching, the add-on automatically matches newly created or updated records against existing table records. When the add-on identifies positive matches during creation or update, you will be prompted to make changes to the record or access merge functionality. See Automatic Matching for instructions on initiating a matching operation.
After a matching operation, you can view matching related information in the Consolidated view. Also, you can access the Manage group screen to analyze and take actions on records that are confirmed matches or possible matches (suspects). See Consolidated view and Managing groups.
Merging records is the process of combining data values from multiple records into a single, golden record. Records involved in a merge operation that do not become the golden record are called merged records. Administrators create merge policies that determine how the add-on automatically merges data values. Merge policies can also pre-select data values when you initiate a manual merge.
If a merge policy is configured to happen automatically, the add-on merges records after a matching operation. This happens whether matching was manually or automatically initiated. If matching and merging are set up for automatic execution, these processes will be transparent to you. However, you can view the results in the Consolidated view.
When you manually initiate a merge, you use the Merge view to select the data values to survive into the golden record. See Merging Records for details on merging. You can manually initiate a merge:
From a table's Actions menu.
From the Manage group screen.
When an inline matching operation finds a positive match while creating or updating a record. (as long as automatic merge isn't enabled)