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Bulk match at a glance

Get a high-level view of Bulk match reviews and actions feature in the Hub.

Attention: This feature is available to limited users through the Reltio Early Access (EA) program. Interested in finding out more about this feature or participating in our EA program? Get details in topic Early Access (EA) features.

What is Bulk match review?

Bulk Match Review helps you resolve duplicate records efficiently. Instead of reviewing matches one at a time, work with up to 100 potential matches in a single session.

Use filtering options to narrow down the list of potential matches and decide which records to merge or exclude. The feature ensures consistent data quality and speeds up match resolution tasks.

Who is Bulk match review for?

This content is curated for these Reltio user roles defined in topic About roles:

Data Steward

Why would I use Bulk match review?

Duplicate records are common in organizations managing data across multiple systems. Often, the same entity appears in multiple records, with inconsistencies between them. In the Hub, when you open a profile, the Potential Matches tab lets you select and view a list of potential matches for the selected record. From there, you can either merge the records or mark them as not a match.

This, however, is a tedious process since you match records for an individual entity and its associated potential matches one by one. You have to navigate to each profile, view its potential matches, and then merge them. This takes time, especially if you are dealing with a large amount of data.

Wouldn't it be more efficient if you can view a list of existing entities and merge records which you think are the same, with just a click of a button?

That's exactly what the Bulk match feature offers. For a selected entity type, you can merge or mark records as "Not a Match" in bulk, saving you time and effort.

The topics in this section provide a guided tour of the Bulk match User Interface, describing where to access this application, what its key components are, and how to use its fields and controls. This, in a nutshell, is why you should use this feature:

Save Time
Process large groups of potential matches in one go.
Enhance Data Quality
Maintain accurate and reliable records.
Simplify Workflows
Use bulk actions to reduce repetitive tasks.

For instructions on how to perform your data unification and management tasks using this Bulk match application, see Review and resolve matches in bulk.

When would I use Bulk match review?

Use Bulk Match Review when you want to:
  • Resolve duplicate records after data ingestion or cleansing.
  • Manage match resolution at scale to reduce backlogs.

When can't I use Bulk match review?

Bulk Match Review is not supported for matches originating from these sources:
  • Reltio Integration for Salesforce or Reltio Enrichment with D&B with a third-party Data Tenant Subscription Service (DTSS)
  • Reltio Enrichment with D&B (Data Blocks) or Reltio Enrichment with ZoomInfo

Where do I find Bulk match review?

Reltio Multidomain MDM Reltio Customer 360

Access it in the Hub application by selecting the Bulk match icon on the left sidebar.