Automatic merging using UCM Customer Profile Integration Process workflow not working correctly. Duplicates shown in Existing Duplicates instead of Incoming Duplicates (Doc ID 1165256.1)

Last updated on MARCH 02, 2017

Applies to:

Siebel CRM - Version 8.0 SIA [20405] and later
Information in this document applies to any platform.

Symptoms

A slightly customized version of the UCM Customer Profile Integration Process workflow is being used. The following process properties have been set to TRUE:

Enable Realtime Insert
Realtime Pub Sub
Turn On CDM Exact Match
Turn On CDM Match
Turn On Survivorship

When importing Contacts sent through XML files automatic merging was not working correctly.

ACTUAL BEHAVIOR
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Any record with a duplicate match score above 70 is not automatically being merged with the existing base table record. This record is also visible in Administration - Universal Customer Master > Existing Duplicates.

EXPECTED BEHAVIOR
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The expected behavior is that records with a match above the auto threshold value (typically 90, as set in the user properties of the UCM Data Quality Manager business service) will be automatically merged with the base table record. Those records identified with a score between the manual and auto threshold will be set as possible duplicates for identification by a data steward in the Administration - Universal Customer Master > Incoming Duplicates view.

Cause

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