Configuring the Clerical Review Workflow for MLMA

The golden record clerical review workflow used by the machine learning matching agent (MLMA) determines the recommended action for the data steward based on a workflow variable.

Prerequisites

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

Configuring the Workflow

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

  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. Do not add any attributes or expressions.

    Click OK.

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