Select the potential matches for a profile

Learn how to select profiles that are a potential match for your main entity. If you’re a data steward working with profiles, then this topic is for you.

The Potential Matches perspective enables you to merge profiles that are a potential match to an entity. For more information, see topic Get started with the Potential Matches perspective.

In the Potential Matches tab, you can select the profiles that are a potential match for your main entity. Selecting them here adds the profile details as a separate column in the Potential Matches perspective, alongside the main entity details.

To select the profiles:

  1. Open the Potential Matches perspective. For more information, see topic Get started with the Potential Matches perspective.
  2. In the right navigation pane, select the Potential Matches tab. You’ll see a list of profiles.
  3. Select the Filter button.
  4. In the Filter dialog box, select the Attribute, specify the operator and enter or select the attribute value.
    Note: In a dropdown list, you’ll see a limited set of values for certain attributes. You can select the LOAD MORE button to view more values.
    1. Select + to add a new filter. A new row is added below, where you can specify more filter conditions.
    2. Select Copy to copy the same filter as a separate row below.
    3. Select X to delete the filter.
    4. Select Apply. Based on the filter, you’ll see a list of profiles in the Potential Matches tab.
  5. From the list, select the profiles, which you think are a match for your main entity.
    Note: You can select a maximum of four profiles only. If you want to compare more than four profiles at a time, switch to the table view.
  6. 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.