Match them and then merge them

Create a process where you identify attributes you can use to match records. These attributes in turn compare profiles and determine if they are a match. If the process determines that the records are a perfect match, they’re automatically merged. In other words, the system is confident that these records belong to the same entity and merges them. For more information, see topic Reltio Match, Merge and Survivorship.

Now, what happens when some records do look like a match, but don’t fully satisfy the matching requirements because of incomplete data? What does the system do when it isn’t fully confident about a record being a perfect match to automatically merge it? These records are termed as Potential Matches, and are sent to data stewards for manual intervention. A Data Steward is given the task to review these matches manually, and then decide if they are a match or not a match.

The Potential Match Review page displays these potential matches. Group and organize attributes the way you want. Those attributes that meet the match rules are automatically highlighted - so that's the first thing that catches your eye. Filter and find records manually. You can view 5 profiles side by side for comparison at one go.