This article provides instructions on where and how to validate the Merge Rules that have been configured within clearMDM. This article is based upon Merge Rules having been setup during the Implementation and Getting Started cycle.
The method used for checking the Merge Rules in this article, is Manual Merge. Manual Merge is a means of testing and validating the rules by using individual grouped Record Pairs, rather than running an Automated Job. Utilising the Blocking Key Process Request is also a method of validating the Merge Rules. This is covered in the Training Materials.
Manual Merge
Manual Merge can be processed through the Matched record Pairs tab, or directly within a record page layout using a custom button, Find Matches. The following steps explains how to do a Manual Merge through the record page layout:
- Either select or Create a Record that is a known match with another record.
- Within the newly created or existing record, select Find Matches.
- Click on the Find button.
- This page displays Matched Record Pairs for all records across data sources that share the same Blocking Key Match Value.
- Click on Save.
At the bottom of the page, there will be a Matched Group Link.
- Click on the Matched Group Link.
- Click on the Merge button.
This screen displays the Matched records side by side and which one has been selected as the Master Record per previous configuration. The values that will be displayed on the Master Record are selected as per the Merge Rules (Attribute group) configuration.
- Click on the Merge button.
- Click on the View Master Record link.
This displays the Master Record and the values displayed in the fields. At this point, you can validate the rules by ensuring the correct values have been retained on the Master Record. This also provides the opportunity to make any amendments, if it is required, to the Merge Rules.
For assistance with Merge Rules validation please do not hesitate to contact us at hello@clearMDM.com
Article last reviewed: 2025-03-18
