Merge Golden Records: Merge Clerical Review Tasks

This operation is available for Merge Golden Records. For more information on a golden records merge solution, refer to the Match and Merge topic in the Matching, Linking, and Merging documentation here.

This operation allows you to merge potential duplicates in a Clerical Review workflow from within the workbench.

For more information on the Bulk Update wizard, refer to the Creating a Bulk Update topic here.

Configuration

  1. From the Operations dropdown, select Merge Golden Records and then Merge Clerical Review Tasks.

  2. Use the dropdowns to select the required configurations.

    • STEP Workflow - Select the Clerical Review workflow

    • Current State - Select that state of the selected Clerical Review workflow