Cloud Software Group, Inc. EBX®
Match and Merge Documentation > User Guide > Matching and Merging Walkthrough
Navigation modeMatch and Merge Documentation > User Guide > Matching and Merging Walkthrough

Overview

The following image and accompanying table provide a high-level overview of the matching and merging workflow:

/matching-process-diagram.png

Matching policy initiates

How the add-on is configured determines when the matching policy is initiated. The most common methods are:

  • A user manually initiates the matching policy.

  • The add-on automatically initiates the matching policy.

See Part 1 of this walkthrough for more information.

Data is processed

While the add-on is processing data you can choose to run the operation in the background and navigate in EBX®, or cancel the operation if needed.

Consolidated view

The Consolidated view displays matching results. You can initiate data stewardship tasks from here. These tasks include:

  • Validating the results.

  • Managing groups of candidate records by determining whether to accept suspect records and begin the merge process.

See Part 2 of this walkthrough for more details.

Merge process

The merge process allows you to create a golden record by merging the most accurate data from candidate records.

See Part 3 of this walkthrough for additional information.