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HelloID

Automatic merges

When automatic merges are enabled, HelloID automatically approves certain Merge suggestions without any manual action on your part.

To get started, Set up automatic merges.

Automatic merges apply only in the following situation: there is exactly one matching person suggested, and that person's score is equal to or greater than the configured Automatic Matching Score.

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If more than one matching person is suggested, then the automatic merge feature does nothing.

Automatic merges are automatically resolved according to one of the two Automatic merge scenarios, depending on whether you've also set up Automatic transfer.

Note

You can enable Merge suggestions and automatic merges at the same time. In this case, you'll typically want to set the Automatic Matching Score higher than the Suggestion Matching Score. In this way, matches with a high enough score will be merged automatically, and for all others you will instead receive a suggestion.