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HelloID

Set up merge suggestions

Configure HelloID to automatically suggest persons to aggregate when new persons are added during Source imports and identified as potential duplicates. The suggestion algorithm is based on a character percentage match in the aggregation string (the Aggregation field, which is typically filled using an Aggregation value script).

  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. See Aggregation value script.

    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 following settings: 

    Suggestion Matching Score

    The percentage of characters in the Aggregation field which must match. All newly imported persons with an equal or greater percentage of matching characters will be suggested.

    Max Matching Persons

    A threshold that limits the number of suggestions that will be generated for a single existing person.

    You may need to experiment with the Aggregation string, the Suggestion Matching Score and the Max Matching Perons to find the settings that work best for your data.

  7. Click Apply.

  8. 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.

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