Batch duplicate identification involves creating batches of potential duplicate parties in the TCA Registry, using Data Quality Management tools. Based on a specified match rule, the process determines duplicate candidates, which can be designated for merge.
Set up Data Quality Management.
Optionally create match rules with the Expanded Duplicate Identification or Bulk Duplicate Identification purpose. You can allow Automerge for the match rule and enter an automatic merge threshold. Any party with a score that exceeds the automatic merge threshold is defaulted in the Duplicate Identification: Batch Review window to be merged. The Automerge program itself does not run.
Optionally set the DQM Match Rule for Batch Duplicate Identification profile option if you want to default a match rule in the Submit Duplicate Identification Batch window. See: Profile Options and Profile Option Categories.
Optionally use the DUP_BATCH_RESTRICTION_LIST Receivables lookup to define the list of attributes that appear in the Submit Duplicate Identification Batch window. You can add any attribute from the HZ_PARTIES table to the list. These attributes are used as restriction criteria for creating duplicate identification batches.