Set Master Records
This option is used to automatically apply a Master Record (Golden Record) to each duplicate matching group.
Add Rules
- Meet all
- Select this option if all the rules need to be met to determine the Master record.
- Meet any
- Select this option if any of the rules need to be met to determine the master record. Please note this will go in order of the rules.
- If no rule match then set master record using standard options below - will revert control to the “Standard options” settings in situations where none of the Rules are met. I.e. if no Rules are met, then set the Master record based upon the MOST POPULATED or MOST RELEVANT record in a Group
- The Rules themselves are configured by adding rows into the table. You simply select the “Column name” you want the Rule to be based on, check “Not” if you want the Rule to be negated, select the “Type” from the drop-down, and where necessary, enter a value in the final cell. Available Types are:
- Empty
- Equals (needs a Value)
- Contains (needs a Value)
- Maximum
- Minimum
- Longest
- Shortest
- Greater than (needs a Value)
- Rules can be removed by using the red "X" at the end of each row
Standard Options
The “MOST POPULATED” option will use a record in the Group that has the most of its fields filled in as the Master. You can select which data source you want the system to consider
Select SmartMaster AI is WinPure’s very own intelligent record selection AI engine that automatically determines the best (or golden) record in each matching group. Instead of manually reviewing duplicates, SmartMaster AI uses advanced algorithms to analyze all the records in a group, compare their completeness, and reliability, and then select the record that should be kept as the master.
Clicking Execute will start the process.
Once your configuration is set, use the “Execute” button to start the assignment of the Master Records
Click any of the following options to learn more: