Manually reviewing clusters of duplicate records (Stewardship)
What problem are you facing?
As a Find duplicates user I want to be able to manually evaluate and change clusters of records where I think the rules have matched records incorrectly e.g. I've got a husband and wife in my data, both called M. Smith and they share the same postal address, email address and loyalty card number. They're not a duplicate so I need to be able to separate them into individual clusters.
What impact does this problem have on you/your business?
The rules do a great job identifying duplicates in vast majority of my data, but there are certain clusters where a manual review and update would improve the results ensuring all of my matches are correct.
Do you have any existing workarounds? If so, please describe those.
Adjusting the rules e.g. by making them stricter, I can influence a bit what records end up in one cluster but it's not always granular enough for very specific cases and can sometimes make overall results worse.
Do you have any suggestions to solve the problem? Feel free to add images if this helps.
Allowing me to make manual adjustments, like merging and de-merging records and also to compare and and match multiple records.
Comments
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LWC use case is similar but for businesses matching, there are always edge cases they want to permanently prevent from matching that wont with rules alone.
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We're in the process of designing and developing this functionality. If you're interested in being involved to give feedback or participate in user testing please comment or drop me a message. @Ian Buckle I'll get in touch when we have something to demo.
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Have also see these scenarios - we see people drop out of cluster due to name change /address - upon identification we have no way to match. In addition we see examples like the requestor, usually twins at the same address that incorrectly match. Or business entities with same Head office address and very short business names, linked but not part of the same entity, e.g. AB Ltd and AB2 Ltd.
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Hi Bizzy,
with the enhancements we're making to Find Duplicates you will be able to manually match/merge those records with details changes back into the cluster and unmerge those records, e.g. the twins if you know they're 2 separate people or the 2 separate businesses.0
