How to Create Data Stewarding Conditions using Guided Setup

OneMerge Training – How to create a Data Stewarding Condition

Data Stewarding conditions pause the merge of identified duplicate records, when records meet certain criteria.

Test Scenario 1 – How to create a Data Stewarding Condition

To create a new Data Stewarding Condition, follow these steps:

  1. From the OneMerge Application Home Page, click Guided Setup in the footer.
  2. On the first screen select the Setup Action Manage Merge Rulesets and click the Next button (as shown below).
  3. On the next screen select the Merge Ruleset Standard Merge Ruleset for Accounts and select Edit the Selected Setting, click the Next button.
  4. On the next screen select Manage Data Stewarding Conditions and click the Next button (as shown below).
  5. On the next screen select Create New, click the Next button.
  6. Enter ‘VIP Customer’ in the Data Stewarding Condition Label field and select the Checkbox Field ‘Is VIP?’,  select Continue, click the Next button.
  7. On the next screen, select Save and click the Next button.
  8. The next screen should show a table with any validation errors, click the Finish button.

 

Article last reviewed: 2024-03-27