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Pressing the Delete button presents a confirmation button where you need to confirm the operation before the record is deleted. Pressing the Edit button presents the Edit Record page.

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Search by Record IDs

The Search by “Record IDs” tab allows you to search for specific records when you know their unique record identifiers. This approach for searching for records also offers some unique functionalities that are not available through the other two search mechanism. You can enter one or more record IDs separated by commas at the prompt and the search results will display those records if they are found in the system. In the example below, we searched for the two records with record IDs 1816 and 2043 and since they were both found in the system, they were displayed in the results portion of the page.

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If you select two records by checking on the corresponding check boxes, you will be presented with two menu options at the top right corner of the results table. The first option allows you to link the two records together (if they don’t already have an association between them) and the second option allows you to review the similarity between the two records based on the configuration of the matching algorithm.

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Link Records

If you click on the “Link Records” button after selecting two records from the results table, you will be prompted to confirm that you want to go ahead with the action. If you do confirm, the two records will be linked together. Note that we don’t recommend that you use this feature extensively because it may cause confusion later on. The fact that the two records have not already been linked together implies that based on the current settings of the matching algorithm, the two records should not be linked together. This feature basically allows you to manually link these two records together despite the matching algorithms classification decision. It is preferable that you adjust the settings of the matching algorithm to classify this pair as either a match or a probable match but we do realize that there are occasions where this may not be possible.

Evaluate Pair

If you click on the “Evaluate Pair” button, the system will invoke the matching algorithm against these two records and present the results of the evaluation in a modal dialog that will be presented to the user. In the example below, the two records were classified according to vector pattern 59 which corresponds to the case where you have disagreement between the date of birth and phone number fields. The display of the two records side-by-side highlights the fact that the dates of birth differ between the two records. It is also apparent that both records are missing the phone number field.

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