Configuring the Clerical Review Workflow for MLMR

The Machine Learning Match Recommendations (MLMR) must store the merge / reject recommendations in a workflow variable with an attribute associated.

Prerequisites

Before the MLMR workflow variable can be configured, the golden record clerical review workflow must be configured. For more information, refer to the Creating a Merge Golden Record Clerical Review Workflow topic here.

You must create an attribute to store the MatchingAgentRecommendation value on.

  • ID: MatchingAgentRecommendation (user defined)

  • Name: Matching Agent Recommendation (user defined)

  • Validation Base Type: Text

  • Multi Valued: No

  • Attribute Type: Description

  • Maximum Length: 100

  • Validity: None

  • Externally Maintained: Yes

Note: If you have already created the variable but not the attribute (e.g., if you upgraded from a previous STEP version to version 11.1 or higher), then once you add the attribute, you must initiate the 'Do Recommendations' action from System Setup to update all recommendations. For more information, refer to the Matching Agents topic here.

Configuring the Workflow

The following steps show how to modify the clerical review workflow for the MLMR:

  1. On the System Setup tab in workbench, navigate to Workflows, then right-click on the desired clerical review workflow and select 'Edit STEP Workflow' to display the STEP Workflow Designer.

  2. Click the add icon and select 'Add Workflow Variable.'

  3. In the Add Workflow Variable dialog, type in 'MatchingAgentRecommendation' for the ID.

    For the Attribute parameter, select the MatchingAgentRecommendation attribute created in the Prerequisites section.

    Click OK.

  4. On the File menu, click Save and exit to close the STEP Workflow Designer dialog.