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Unmerge entity records

Enable automatic unmerge on the tenant configuration

Learn how to enable automatic unmerge, for an entity type, on the tenant L3 configuration

You need the ROLE_ADMIN_TENANT, or a custom role with MDM:config.businessModel UPDATE to enable this feature on your tenant's configuration.
When you enable automatic unmerge for a specific entity — if data on source crosswalks is updated — the system performs an in-memory testing, and automatically unmerges records that not longer follow matching criteria.
To enable automatic unmerge follow these steps:
  1. Get your tenant's (L3) configuration, see topic GET Configuration
  2. Update your tenant's (L3) configuration — see topic Set Configuration — with the following code block, at the EntityType level:
Code and descriptionExample
"unmerge": {
      "enabled": true
  }
Enables the automatic unmerge feature in your tenant. The following is applicable when evaluating profiles:
  • All automatic match rules and relevance based match rules with auto_merge threshold.

  • No protected source systems

  • Manual merges are not considered during automatic unmerge process. 

...
{
	"uri": "configuration/entityTypes/HCP",
         "label": "HCP",
          "description": "Health care provider",
          "singleDefaultCrosswalk": false,
          "typeColor": "#99CCFF",
            "unmerge": {
                "enabled": true
            },
            "extendsTypeURI": "configuration/entityTypes/Individual",
            "attributes": [
                {
                    "label": "First Name",
                    "name": "FirstName",
                    "description": "First Name",
                    "type": "String",
                    "hidden": false,
                    "important": false,
                    "system": false,
                    "searchable": true,
                    "attributeOrdering": {
                        "orderType": "ASC",
                        "orderingStrategy": "LUD"
                    },
                    "uri": "configuration/entityTypes/HCP/attributes/FirstName",
                    "skipInDataAccess": false
                },
                {
                    "label": "Last Name",
                    "name": "LastName",
                    "description": "Last Name",
                    "type": "String",
                    "hidden": false,
                    "important": false,
                    "system": false,
                    "searchable": true,
                    "attributeOrdering": {
                        "orderType": "ASC",
                        "orderingStrategy": "LUD"
                    },
                    "uri": "configuration/entityTypes/HCP/attributes/LastName",
                    "skipInDataAccess": false
                },
                ...
{
 "unmerge": 
 {        "enabled": true,       
	  "retainManualMerges": false
  }
}
When you use this code, the following is applicable when evaluating profiles:
  • All automatic match rules and relevance based match rules with auto_merge threshold.

  • No protected source systems

  • Manual merges are considered during the unmerge process and will be automatically unmerged. 

...
            {
            "uri": "configuration/entityTypes/HCP",
            "label": "HCP",
            "description": "Health care provider",
            "singleDefaultCrosswalk": false,
            "typeColor": "#99CCFF",
            "unmerge": {
               "enabled": true,
       "retainManualMerges": false
            },
       "extendsTypeURI": "configuration/entityTypes/Individual",
            "attributes": [
                {
                    "label": "First Name",
                    "name": "FirstName",
                    "description": "First Name",
                    "type": "String",
                    "hidden": false,
                    "important": false,
                    "system": false,
                    "searchable": true,
                    "attributeOrdering": {
                        "orderType": "ASC",
                        "orderingStrategy": "LUD"
                    },
                    "uri": "configuration/entityTypes/HCP/attributes/FirstName",
                    "skipInDataAccess": false
                },
                  ...
{
    "unmerge": {
        "enabled": true,
        "retainMergeConditions": {
            "sources": [
                "configuration/sources/Salesforce",
                "configuration/sources/HR"
            ]
        }
    }
}
When you use this code, the following is applicable when evaluating profiles:
  • All automatic match rules and relevance based match rules with auto_merge threshold.

  • The contributors from source systems listed in the retainMergeConditions > sources are ignored during automatic unmerge. 

...
            {
            "uri": "configuration/entityTypes/HCP",
            "label": "HCP",
            "description": "Health care provider",
            "singleDefaultCrosswalk": false,
            "typeColor": "#99CCFF",
            "unmerge": {
               "enabled": true,
       "retainMergeConditions": {
            "sources": [
                "configuration/sources/Salesforce",
                "configuration/sources/HR"
            ]
        }
            },
       "extendsTypeURI": "configuration/entityTypes/Individual",
            "attributes": [
                {
                    "label": "First Name",
                    "name": "FirstName",
                    "description": "First Name",
                    "type": "String",
                    "hidden": false,
                    "important": false,
                    "system": false,
                    "searchable": true,
                    "attributeOrdering": {
                        "orderType": "ASC",
                        "orderingStrategy": "LUD"
                    },
                    "uri": "configuration/entityTypes/HCP/attributes/FirstName",
                    "skipInDataAccess": false
                },
                  ...
{
  "unmerge": {
    "enabled": true,
    "retainMergeConditions": {
        "sources": [
          "configuration/sources/Salesforce",
          "configuration/sources/HR"
        ],
        "matchGroups": [
          {
            "uri": "configuration/entityTypes/HCP/matchGroups/Rule1"
          },
          {
            "uri": "configuration/entityTypes/HCP/matchGroups/Rule2"
          }
        ]
      },
When you use this code, the following is applicable when evaluating profiles:
  • Automatic match rules listed in the retainMergeConditions.matchGroups section are excluded from the automatic unmerge process.

  • The contributors from source systems listed in the retainMergeConditions.sources are ignored during automatic merge.

  • Manual merges are not considered during the automatic unmerge process.
 
...
            {
            "uri": "configuration/entityTypes/HCP",
            "label": "HCP",
            "description": "Health care provider",
            "singleDefaultCrosswalk": false,
            "typeColor": "#99CCFF",
            "unmerge": {
    "enabled": true,
    "retainMergeConditions": {
        "sources": [
          "configuration/sources/Salesforce",
          "configuration/sources/HR"
        ],
        "matchGroups": [
          {
            "uri": "configuration/entityTypes/HCP/matchGroups/Rule1"
          },
          {
            "uri": "configuration/entityTypes/HCP/matchGroups/Rule2"
          }
        ]
      },
    "retainManualMerges": true
  },
       "extendsTypeURI": "configuration/entityTypes/Individual",
            "attributes": [
                {
                    "label": "First Name",
                    "name": "FirstName",
                    "description": "First Name",
                    "type": "String",
                    "hidden": false,
                    "important": false,
                    "system": false,
                    "searchable": true,
                    "attributeOrdering": {
                        "orderType": "ASC",
                        "orderingStrategy": "LUD"
                    },
                    "uri": "configuration/entityTypes/HCP/attributes/FirstName",
                    "skipInDataAccess": false
                },
                  ...

To make it easier for you, here's a list of parameters you can use in the automatic unmerge configuration:

Table 1. Parameters
NameRequired?DescriptionExample
enabledYesDenotes if the Automatic unmerge option is enabled in your tenant for the selected entity type. 
"unmerge": {
      "enabled": true
  }
retainManualMergesNoDenotes if the entities that were manually merged must be evaluated during automatic unmerge. By default, this value is set to true. 
{
 "unmerge": 
 {        "enabled": true,       
	  "retainManualMerges": true
  }
}
retainMergeConditions > sourcesNoDenotes the sources and crosswalks that must be ignored during automatic unmerge. 
{
    "unmerge": {
        "enabled": true,
        "retainMergeConditions": {
            "sources": [
                "configuration/sources/Salesforce",
                "configuration/sources/HR"
            ]
        }
    }
}
retainMergeConditions > matchGroupsNoDenotes the match rules that must be ignored during automatic unmerge.
{
  "unmerge": {
    "enabled": true,
    "retainMergeConditions": {
        "matchGroups": [
          {
            "uri": "configuration/entityTypes/HCP/matchGroups/Rule1"
          },
          {
            "uri": "configuration/entityTypes/HCP/matchGroups/Rule2"
          }
        ]
      },

Updated on December 9, 2024

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