Skip to main content

HelloID

Set up merge suggestions

  1. For the first source system whose persons will be merged, Map an additional field for the Aggregation attribute, as a person field. This will typically be a Complex (JavaScript) mapping. A default script is provided, but you should customize it as needed.

    The Remove diacritical characters function is available here. All alpha characters are converted to uppercase and special characters except for single quotes (') are removed.

    Source_Systems_Person_Aggregation.png

  2. Click New Snapshot to apply the mapping to your persons.

  3. Repeat steps (1) - (2) for all other source systems whose persons you want to merge.

  4. Go to Source > Aggregation > Configuration.

  5. Enable the Enable Aggregation Suggestions toggle.

  6. Optional: Adjust the Suggestion Matching Score.

  7. Optional: Adjust the Max Matching Persons.

  8. Click Apply.

  9. Optional: Select a person to preview and click Preview. Suggested persons are shown, including scores and aggregation strings.

    Source_Aggregation_Configuration_EnableAggregationSuggestions.jpg

Merge suggestions are now configured. The next step is to Resolve merge suggestions as you receive them.