Tagging Records

This page is for reviewing the pairing and tagging done by the system. You need to specify if you consider the pairs a Match, Non-Match or you are Unsure of it. The system generates the Match Rule and Match Key based on your feedback.
Note: The pre-tags are suggestive only and should be reviewed thoroughly.

Use one of these options for reviewing the tags, as needed.

Perform a Bulk Action

After thoroughly reviewing, you can choose to tag multiple record pairs across all pages as Match, Non-Match, or Unsure in one go by using the Bulk Action option. Follow these steps to perform this action:
  1. Select multiple record pairs using the respective check-boxes. To select all the records displayed on the page, click the check-box in the header row.
  2. From the Bulk Action drop-down, select the required option (Match, Non-Match, or Unsure).
  3. Click the Apply button.
    Note: Uncheck all the record pairs which were a part of bulk action to continue manual tagging.

Use Filters

Use any of the required filters on the top of the table to select the required set of data.
  • All - This displays all the record pairs.
  • Match - This displays the record pairs which are tagged as a match.
  • Non- Match - This displays the record pairs which are tagged as non- match.
  • Unsure - This displays the record pairs which are tagged as unsure.

Save and Hide Tagged Records

  • To save the tags specified by you, click the Save Tagging button on the top right of the page just above the table. Your specifications will remain saved across multiple sessions.
  • To reset the tagging done so far, click the Reset Tagging button.
  • To hide the tagged records so that you can clearly review the ones you were unsure of, click the Hide Tagged Records check-box on the right side in the header row.
Note: You must tag all record pairs to generate an accurate match rule. If adequate records are not tagged, the generated match criteria might be incorrect.