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Select profiles from the Not a match list

Learn how to select profiles that were earlier marked as not a match.

The Not a Match tab displays a list of profiles that were previously marked as not a match for the main entity. Look at these profiles. If you feel now that it’s a good match for your entity, then you can either merge it with your entity or mark it as a potential match.

To view the profiles marked as not a match:
  1. Open the Potential Matches perspective. For more information, see topic Potential Matches perspective navigation.
  2. In the right navigation pane, select the Not a Match tab.

    Profiles selected here are displayed in different columns in the Potential Matches page, next to the main entity. You can resize the width of the columns here to suit your requirements. Hover your cursor over the boundary of the column till you see the double-headed arrow and drag it to the desired width. These changes are saved as user level preferences, and displayed as is when you log in the next time.

    Each profile selected here is color coded. Do you see the small band of color at the edge of the profile that is selected? It's a different color for each profile. You will find the same color in the corresponding profile column in the main page, making it easier for you to identify the profile selected.

    Note: You can also resize the right panel if you want to view and compare profiles better. Rest your cursor on the boundary of the tab till you see the double-headed arrow and drag it to the desired width. The changes you make to the width will be saved, and displayed when you log in the next time.
  3. Select the Filter button.
  4. In the Filter dialog box, select the Attribute.
  5. Specify the operator and enter or select the attribute value.
    Note: The dropdown list displays a limited set of values for certain attributes. You can select the LOAD MORE button to view more values.
    1. Select the Show transitive matches check box to also display profiles that are matched through transitivity. If you do not select this check box, you will only see the profiles that are directly matched due to a match rule.
      Note: Transitive matches refer to the matches that are indirectly identified due to other matches. For example, Profile A matches Profile B on the basis of a match rule. Profile C matches Profile B on the basis of the same match rule. Hence, Profile C matches Profile A indirectly.
    2. Select + to add a new filter. A new row is added, where you can specify more filter conditions.
    3. Select Copy to copy the same filter as a separate row.
    4. Select X to delete the filter.
    5. Select Apply. Based on the filter, you can see a list of profiles in the Not a Match tab.
  6. From the list, select the profile that you think matches your main entity. You can select a maximum of four profiles only. If you want to view more than four profiles at a time, switch to the table view.
  7. Select Merge if you’re sure that this is a match for your main entity.
  8. Select Save as Potential Match. This indicates that it’s a good match that needs further scrutiny before merging.
    Note: The profile is added alongside the main entity in the screen. You’ll see that the Not a match label is displayed in the Match method field for the profile added now. This indicates that the profile was earlier marked as not a match.
  9. Close the tab. The selected profiles are displayed as separate columns, alongside the main entity details.

The profiles are displayed as columns side by side so that it’s easier for you to compare the records. The attributes that are similar to both the profiles are highlighted. You can now merge these profiles or mark them as not a match. For more details, see topic Merge potential matches.