Get started with the Potential Matches perspective

Learn more about the Potential Match perspective. If you’re a data steward working with profiles, then this topic is for you.

Using the Potential Match perspective, you can view profiles that are marked as potential matches. For more information, see topic Potential Matches perspective (new view).

To access the Potential Match Perspective:

  1. In the Reltio Hub, select Search and select a profile.
  2. In the Profile view, from the left navigation menu, select Profile > Potential Matches.

You use these key sections of the Potential Matches perspective to match and merge profiles or mark them as not a match.

Table 1. Sections in Potential matches perspective
Section Description
Entity details: The main entity for which you want to view the potential matches. By default, this page will display three other profiles that are potential matches for this entity. You can select more profiles to compare, as needed. You’ll see the following information for each entity:
  • Entity name, Entity type, Entity ID and other primary and secondary data labels for the profile.
  • By default, the perspective displays in the column view, which is a side-by-side view of profiles. You can view up to a maximum of four potential matches for comparison. To compare more records, you can switch to the table view.
  • The Operational value (OV) of an attribute. You have the option to view the non-OV value for comparison.
  • The data tenant source to which the entity belongs. You can sort profiles based on the data tenant. For more information, see topic Find potential matches manually for a Profile.
  • Match method displays the following details:
    • Match rules - the rules based on which the profile was selected as a potential match. Select the arrow icon to expand and hide the rules.
    • Match IQ - the recommendations for the profile, which will help you in deciding about the match. For more information, see topic Match IQ.
    • Not a match - If the record was marked as Not a match earlier, this field displays the “Not a match” label here.
  • Match actions: You can either merge a profile with the main entity or mark it as not a match.
  • Sources: The source system of the potential match, which is indicated with icons. Hover over each icon to display the name of the data source. Profiles with more than one source display multiple source icons. Reltio icons indicate data obtained through the Reltio platform or API. Icons displaying DT indicate a Data Tenant source.
Note: If the attribute value is too long to be displayed correctly, double-click on the attribute column divider to expand the size of the column automatically.
The Clear All button: Select this button to clear the displayed potential matches from this page.
Actions: The following actions are available for the potential matches displayed here:
  • Merge: Select this button to merge the potential matches with the main entity.
  • Not a Match: Select this button to indicate that the potential matches aren’t a match to the main entity. These records are removed from here and can be viewed in the Not a Match tab.
  • More Actions > Potential Match Request: Select this button to create a workflow request for the selected potential matches.
  • Show/Hide columns: Select this button to add or remove attributes from the Potential match records displayed here.
Right pane tabs: The following tabs are available in the right pane:
  • Potential Matches: Displays profiles that are a match to the main entity. These profiles are selected and displayed based on the predefined match rules.
  • Find Matches: Specify a search criteria to select profiles that you think are potential matches to the main entity manually.
  • Not a Match: Lists profiles that were marked as not a match for the selected entity. From the list displayed, you can select a profile and merge it or mark it as a potential match.

The topics in this section show you the basics of working with the Potential Matches perspective (new view). When you’re ready to put these skills into practice, see topic Merge potential matches.