Steward User Interface: Bulk Merge

Via Steward UI you can view and edit the result of matching. It allows you to see consolidated records with links to the source records from which the consolidated records are generated. It also allows you to manually merge and unmerge records, and change the selection of the consolidated record values.

To open Steward UI:

• Right click on the matching specification in the navigation tree and select Steward UI.

• OR right click on MatchOneSource operation in a scenario in the navigation tree and select Steward UI.

View and search the result of matching

In the Steward UI you can:

• Search: You can search through consolidated records. Use Search field to enter any predicate in SQL language. You can limit the result of search by changing the Limit field. Click Apply button after you change the search parameters to update the result of search.

• Sort: You can sort the result of searching by selecting Order by column from the drowdown menu and specifying the direction of ordering: desc, asc.

• Show only summary columns: Select the check box called Only summary columns. Summary columns are specified in the Stewardship tab of the matching specification.

• See source records: Click on the triangle sign on the left of a consolidated record to see source records, which are duplicate records used to compile the consolidated record.

Merge records manually

If the result of matching still contains duplicates you can merge them manually as follows:

• Right click on a consolidated record you want to merge and select Make target. The record will appear at the top of the window in the target box.

• You can use search to find another record you want to merge with the target.

• Right click on a record that you want to merge with the target and select Merge with target. The clicked record and the target records will be merged. The target will now represent the merged record.

• You can repeat the previous two steps for any number of records.

The results of manual merging will be saved and applied on subsequent executions of the matching specification.

Unmerge all records manually (aka Explode a consolidated record)

If you see that some non-duplicate records were merged, you can unmerge them manually as follows:

• Right click on a consolidated record that is compiled from the source records that you want to unmerge. Select Unmerge. Each source record will become a separate record from which the consolidated record will be compiled.

Note that you might not (and usually will not) see the unmerged records on the current window because current window shows only (consolidated) records that meet the search criteria specified in the search fields and unmerge records might not meet the criteria. Nevertheless you often want to merge the unmerged records with each other or some other records. To find recently unmerged records click on the Unmerge manually tab at the top of the window.

The results of manual unmerging will be saved and applied on subsequent executions of the matching specification.

Unmerge a specific record manually

You can unmerge a specific source record manually as follows:

• Right click on a source record and select Unmerge. The source record will become a separate record from which the consolidated record will be compiled.

Note that you might not (and usually will not) see the unmerged records on the current window because current window shows only (consolidated) records that meet the search criteria specified in the search fields and unmerge records might not meet the criteria. Nevertheless you often want to merge the unmerged records with each other or some other records. To find recently unmerged records click on the Unmerge manually tab at the top of the window.

The results of manual unmerging will be saved and applied on subsequent executions of the matching specification.

Change the selection of consolidated record values

The values of a consolidated record are selected form the corresponding columns of the source records by the Consolidation rules. If you do not like the selection for a particular consolidated value you can change it as follows:

• Click on the triangle sign on the left of a consolidated record to see the source records.

• Right click on a value in a source record and select Select as master value. The source value will appear in the corresponding column of the consolidated record.

The result of manual selection will be saved and applied on subsequent executions of the matching specification.

Accept/reject matches manually

You can mark (unmark) some consolidated records as accepted by right clicking on it and selecting Accept/Reject. You can also Accept all and Reject all records. All excepted records are stored in the Manually accepted table defined in the Manual Matching tab of the matching specification. The table contains two columns: data_id - data id of the accepted record; ts - timestamp of the action. When you implement a scenario that commit the result of matching into the source you can get all accepted records as follows: join the Manually accepted table with the input table by data_id column and then join the result with the consolidated table by set_id column.