When IDMatch identifies a potential match or duplicate record the transaction will be trapped as a match. There are two match types Perfect and Partial. These match types are defined within the rules setup. Both views operate the same but are filtered by match types.
To view Matches from an IDMatch transaction go to the IDMatch module and select either Partial or Perfect. This will display a list of matched entries for you to inspect and approve.
These API reports differ based on if the entries inspected were partial matches, indicating that some items were similar enough to warrant attention, perfect matches, indicating that an important item was a full match while the workflow rules still dictate a need for user approval, and, in the case of completed entries, a listing of verified matches which are matches that have either been approved for merging, or merged automatically in accordance with your API rules. From these, you can view specific entries by clicking on the view button to see the matches involved.
Here, you will see a listing of the base record’s data as well as a list of which matching rules have been checked so far in order of priority. At this point, you can either discard the record, indicating it is not a match, run the next rule for more information, or compare the two records directly to make a final decision on merging them.
The status of the workflow transaction is characterized by a combination of status descriptions, and a highlighted step. The Highlighted Rule is an indicator of where the transaction is currently paused, either due to the transaction having been completed at that step, or because it is in need of user intervention. The output of each rule is given by its status.
New indicates that a rule has not yet been run in this transaction.
Skip indicates a rule that has been manually ignored in favor of checking additional rules or there is a null in the search criteria
Done indicates a rule that has been resolved automatically within Illuminate according to the specified rule action
Match indicates a possible match has been found at a rule and requires manual intervention
Discard indicates a user has manually made a decision to delete the related record at this step
Approved indicates a user has manually made a decision to approve the merge of matched records
Additionally, each rule will have a type as set during the workflow creation.
Perfect matches are those where the rule is designed to find an exact match, such as with social security numbers. These matches can be set to automatically merge two records together without the need for intervention.
Partial matches are those where the rule is designed to find similar items, such as switch first and last names, or incomplete date fields. These require manual intervention to merge records.
Resolving Matched Records
When IDMatch finds a match that is not preset to automatically merge records, it will offer up the transaction for manual inspection. At this point, you will have two options. If you inspect the match from the transaction page, you will have the following options. Otherwise, you can compare the transactions directly.
View Previous Person moves you to the next transaction in the in your transaction list
View Next Person moves you to the previous transaction in the in your transaction list
Discard Record deletes the selected record manually
Skip to Next Rule causes illuminate to ignore the match results of the current rule and continue running the following rules.
In order to compare transactions directly, select the compare icon from the match info at the bottom of the transaction list.
This will take you to the match comparison screen showing the contents of both entries as well as marking both the similarities and the differences. Here, you have the following options.
Discard Record will release the records as non-matching.
Create New Record to release them while changing the ID number of the second entry.
Approve Match will merge the two entries together
Previous/Next Comparison will switch the second record to another possible match if more than one exists
Manual match provides an override to the IDMatch search results. If for any reason a match result was not found but you know the student id to which it is match you can manually match the transaction using the SIS ID.
To Manual Match, click the Manual Match button, here you can enter the SIS ID of the record you wish to manually match. Click Apply.