Merging matched link records
You can merge matching link records on the chart. This means that duplicate information is removed, preserving the data you need and improving chart readability.
About this task
When you activate and run match rules for link records, Analyst's Notebook returns the results in the Links tab of the Find Matching Records window. The property values of the records in each unresolved match set are displayed in a table, with matches and clashes indicated by different icons. Link match sets are listed using the linked end records as identifiers, for example associate links between Ben Steele and John Smith use both names in the match set list. Links are matched only between the same pair of ends.
Entities might have multiple matching links representing calls, relationships and other connections, that you can analyze in the Find Matching Records window. You can decide to keep the links that you need to see, and merge others to reduce duplication and improve the look of your chart. You cannot unite any link records.
Procedure
Results
Link records are merged on the chart surface, and the target record keeps both its record identifier and security level. If the target record has blank properties, it is enriched with data from the most recently uploaded merged record. All unique source references, source ids and new notes are copied to the target record, up to the server count limit. Although the link records are no longer visible on the chart, they are not deleted from the Information Store. You can also use the Merge Records function in the Match group on the Analyze tab, to easily bring link records together.