Learn how to review, resolve, and merge potential matches in bulk from the Hub.

1. In the Hub, from the left navigation pane, select Bulk match.
   The Bulk match page opens, displaying entity types listed as tabs.
2. In the Bulk match page, select the entity for which you want to view and merge records.
   For example, let's select the Individual type:
3. In the Search bar, specify the criteria to filter the records.

   For example, to filter records with the name Smith, enter the words "Smith" in the Search bar.

   To provide multiple filters, select the Filter icon in the Search bar to open the following dialog box:

   
   1. Select the entity type whose records you want to filter. This defaults to the entity type you selected earlier.
   2. From the Select attribute drop down, select the attribute for filtering records. For example, let's select Name.
   3. Select the operator, which changes based on the attribute you select. Let's select Equals here.
   4. In the field displayed, enter the attribute value based on which you want to filter records. Let's select John Smith here, since we want to filter records that belong to the name Smith.
   5. Select Apply to view the filtered records.
4. From the results, review the records and select those that you think are a match.
   You can request a match review for a specific entity pair by hovering the three dot menu on the pair you want to review. You are prompted to enter a comment when you select Request match review if you configure the workflow definition with the commentRequired property set to true. This ensures that your reasoning is captured and supports auditability of match review actions. For more information, see topic Business process definition properties.
5. Select Merge All to merge the records or Not a Match to indicate these records are not a match to each other.