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Manually merge persons
ManualMerges.png

Manually merge persons when duplicate person records exist in your Source systems that were not handled by Automatic merges or Merge suggestions.

For more information, see Person aggregation.

  1. Go to Source > Aggregation > Manual.

    The left pane contains all persons available as main persons. The right pane contains all persons available as non-main persons. The center pane contains all current (pending and applied) sets of merged persons.

    Tip

    Optional: Click eye.png Inspect for any main or non-main person to inspect their data and contracts (shows the same information as View a person's data and View a person's contracts).

  2. In the left pane, select a person.

    A new merge set is created in the center pane, and the selected person becomes a main person in it.

    Make sure you understand What happens when persons get merged and in which cases entitlements (such as accounts) are transferred from one person to another. This will help you choose the correct main person.

    For this example, we've created a new merge set with Crystal as the main person.

    Source_Aggregation_Manual_Crystal.jpg
  3. In the right pane, click plus_add.png Add for a person (or drag-and-drop).

    The selected person is added to the merge set in the center pane as a non-main person, and is marked Pending Merge.

    For this example, we've added Connie and Marvin to the merge set as non-main persons.

    Source_Aggregation_Manual_PendingMerge.jpg
  4. To save the merge set, click Apply.

    All involved persons are labeled as Pending in the left pane. Non-main persons are no longer available to be selected as main persons in new merge sets.

    Source_Aggregation_Manual_Pending.jpg
  5. Optional: Repeat steps (1) - (4) to create additional merge sets (with new main persons), or to merge more non-main persons into existing merge sets.

    For this example, we've added one additional merge set. Olive is the main person and Justin is the only non-main person.

    Source_Aggregation_Manual_Olive.jpg
  6. To put your pending merge sets into production, manually generate a snapshot by clicking the New Snapshot button.

  7. All involved main persons are marked as Merged in the left pane.

    All involved non-main persons are removed from the left pane, as well as from in-production persons.

    For example, Connie, Marvin, and Justin have all been removed:

    Source_Aggregation_Manual_Merged.jpg

    Tip

    To verify the merge, View in-production persons.

    Persons_Information_Merged.jpg
  8. Your changes will be written into target systems during the next Enforcement, according to the Manual merge scenario.