Auto Exact & Merge Rules

Created by Ben Gilbey, Modified on Thu, 1 Aug at 11:25 AM by Ben Gilbey

The Auto Exact and Merge function is used to match duplicate records that are scored as EXACT, 100% duplicates.

Activating this function will allow you to remove all exact duplicates without a review process. 

To find the 'Auto Exact & Merge Rules' option, please navigate to the 'Advanced Settings'. Here, you will able to view the following page:


Select Entity: You can select the ‘Entity’ and related auto exact & merge rules will appear as shown in above image. Currently there is only one auto exact & merge rule (Auto exact & merge identical secondary records and master records. Note: Secondary to secondary auto exact & merge is not merged) in the DQ for Dynamics application which will be enhanced in future.

Rule Description: Display the description for the Rule.

Is Active: You can make the auto exact & merge rule as Active or Inactive by checking/unchecking the checkbox.


Save: Clicking on the ‘Save’ button, all changes will be saved.

Reset: ‘Reset’ button can be used to revert all the changes if pressed before clicking ‘Save’ button


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