Request a potential match review
Learn how to raise a workflow request to review potential matches.
By now, you know about potential matches, how to select profiles to compare with your main entity, and how to merge selected potential matches that are the same entity or mark them as not a match. For more information, see topics Select the Potential Matches for a profile, Find Potential Matches manually for a profile, Select profiles from the Not-a-match list and Merge potential matches.
If you aren’t sure, you can raise a workflow request. A data steward will look at the request, and determine if the profiles are a match.
To raise a potential match review request:
- In the Potential Matches perspective, from the More actions menu, select Potential Match Request to create a workflow request for all the displayed profiles.
You can start the Potential Match Request in several places: from the three-dots menu in the column header, by hovering over a cell and selecting the three-dots menu in table mode, or from the three-dots menu on the right-side panel.
When you create a potential match request, you might be required to enter a comment that explains why you're creating the request. This prompt only appears if the workflow definition has been configured with the
commentRequiredproperty set to true. In that case, the system asks you to type the comment before the request is submitted, ensuring that your reasoning is captured and supporting auditability of match review actions. For more information, see topic Business process definition properties. - Refresh your page to view the potential match request details for the selected profiles. You can also view the task for reviewing and resolving the potential match in your Inbox. For more information, see topic Inbox at a glance.Note: View this potential match workflow in your Profile perspective. For more information, see topic Workflow tab.