Making a Record a Duplicate of Another

Duplicate records are shown as groups of records in the Data Stewardship Portal. You can make a record a duplicate of another by moving it into the same group as the duplicate record.

To make a record a duplicate:

  1. In the Exception Editor, select the record you want to work on then click the Resolve duplicates button .

    The Duplicate Resolution view shows duplicate records. In this view, the initial record is highlighted in bold text. A column label is highlighted in blue text on any column of user data that contains values different from the value in the record. In these columns, values that do not exactly match the record are also highlighted in blue. Keep in mind that a mismatch may not be visible when a value is null or consists only of spaces.

    For each record, the MatchRecordType column specifies one of three types of exceptions:

    Suspect
    A record that other records are compared to in order to determine if they are duplicates of each other. Each collection has one and only one suspect record.
    Duplicate
    A record that is a duplicate of the suspect record.
    Unique
    A record that has no duplicates.
  2. If necessary, correct individual records as needed.
    For more information, see Editing and resolving records.
  3. In the CollectionNumber or CandidateGroup field, enter the number of the group that you want to move the record into. Alternatively, you can drag and drop records between groups.

    The record is made a duplicate of the other records in the group.

    In some cases you cannot move a record with a MatchRecordType value of "suspect" into another collection of duplicates.

    Note: Records are grouped by either the CollectionNumber field or the CandidateGroup field depending the type of matching logic used in the dataflow that produced the exceptions. Contact your Spectrum Technology Platform administrator if you would like additional information about matching.
  4. When you are done modifying the record, click Accept .
    This changes the record status to Accept. If you click Accept again, the status is changed to Pending, so that the record can be reviewed later.
  5. To save your changes, click the Save changes button.
    This changes the record status to Resolved and makes the record available for additional processing using the Read Exceptions stage.