Stewardship User Interface - EnterWorks - Fusion - Match_and_Merge - Precisely_EnterWorks - 3.1

EnterWorks Fusion

Product type
Software
Portfolio
Verify
Product family
EnterWorks
Product
Precisely EnterWorks > Match and Merge
Precisely EnterWorks > Fusion
Version
3.1
Language
English
Product name
Precisely EnterWorks
Title
EnterWorks Fusion
Copyright
2023
First publish date
2007
ft:lastEdition
2024-03-02
ft:lastPublication
2024-03-02T02:58:49.255209

This section of the documentation is still under development. Additional information can be found at: https://infolinkcloud.com/doc/ch06s04.html.

The Stewardship UI allows you to view the results of running a matching specification, to manually merge and unmerge records, and to change the selection of the consolidated record values.

Stewardship UI Overview

The Stewardship UI lists the consolidated records in the matching specification's consolidated table. It has two tabs:

  • All: All the consolidated records in the result table.

  • Unmerged Manually: All recently unmerged records.

For a description of how to sort, filter, search and perform other actions on a table, see Table Display Functions Header.

If the Show summary columns only checkbox in the table display functions header is checked, only the columns specified in the matching specification's Stewardship tab will be displayed. If the checkbox is not checked, all the columns will be displayed.

A consolidated record shows the master values of the consolidated record columns. If you click the triangle to the left of a consolidated record's match_set_id, the consolidated record will expand to show the records that were matched and consolidated to form the consolidated record.

When you expand a consolidated record, the source records' columns and the consolidated record's header columns may not be vertically aligned on the screen. You can click the lines between columns and slide them left and right to align the columns if you would like.

After you perform an action in the Stewardship UI, you may need to refresh the table to see the results of the action. To refresh the table, click the Refresh button on the table display functions header.

Opening the Stewardship UI

You can open the Stewardship UI in the following ways:

  • In the navigation tree, right-click a matching specification and select Stewardship UI.

  • In the navigation tree, open a scenario, right-click a matching specification operation and select Stewardship UI.

When the Stewardship UI is opened, the current contents of the specification's consolidated table are shown in the Stewardship UI. If the specification has not run yet, the consolidation table may be empty. If you know the consolidation table is not empty but the Stewardship UI shows that it is empty, refresh the Stewardship UI.

Merging Records Manually

To manually merge records in the Stewardship UI:

  1. Right-click the consolidated record you want to add records to and select Make target. The record will appear at the top of the window in the target box.
  2. Right-click a record that you want to merge with the target record and select Merge with target. The clicked record and the target record will be merged. The target will now represent the merged record.

You can manually merge any number of records. The results of manual merging will be saved and applied on subsequent executions of the matching specification.

After you perform an action in the Stewardship UI, you may need to refresh the table to see the results of the action. To refresh the table, click the Refresh button on the table display functions header.

Unmerging Records Manually

Fusion provides two methods of unmerging consolidated records:

  • Unmerge all the records in a consolidated record, (also known as "exploding a consolidated record"). To do so, right-click the consolidated record and select Unmerge. The consolidated record will be unmerged into its component source records.

  • Unmerge a selected record from a consolidated record. To do so, expand the consolidated record, right-click the desired record, and select Unmerge. The record will be unmerged from the consolidated record.

The results of manual unmerging will be saved and applied on subsequent executions of the matching specification.

Note: If you are filtering the consolidated record list, you might not (and usually will not) see recently unmerged records in the current window because the current window shows only consolidated records that meet the search criteria specified in the search fields. Unmerged records may not meet the criteria. To find recently unmerged records click the Unmerged manually tab at the top of the window.

After you perform an action in the Stewardship UI, you may need to refresh the table to see the results of the action. To refresh the table, click the Refresh button on the table display functions header.

Changing Consolidated Record Values

The master values of a consolidated record are the values that will be used in the final consolidated record. They are selected from the corresponding columns of the source records through the application of consolidation rules. To manually change a consolidated record column's master value:

  1. Expand the consolidated record by right-clicking the triangle to the left of the record's match_set_id.
  2. In the source record, right-click the value you want to make the master value, and select Select as master value. The source value will appear in the corresponding column of the consolidated record.

The results of manually selecting master values will be saved and applied on subsequent executions of the matching specification.

After you perform an action in the Stewardship UI, you may need to refresh the table to see the results of the action. To refresh the table, click the Refresh button on the table display functions header.