Ideas

Show Matching Fields and Confidence Score on Person Merge Screen

Show Matching Fields and Confidence Score on Person Merge Screen

Core

Use Case:

As a reviewer of merge requests I would like to see a quick summary of what fields match and the confidence score for each pair of records on the person merge screen


Background: When an admin goes to process a merge requests they need to determine if the merge is actually valid.   The Person merge screen intentionally avoids showing fields that match to simplify the review process. I think this is a valid approach but it makes it more difficult to determine if the merge is valid.

I think something like this could be useful

PersonMergeMatchSummary.png
A stop gap solution is to add this lava to the Person Merge Page:

{% sql %}
--The PersonDuplicate table uses PersonAlias so we need to grab those as well
WITH mergeIDs
AS (
 SELECT A.Id AS AliasId
  ,P.FirstName
  ,P.LastName
  ,P.Id
 FROM EntitySetItem E
 JOIN Person P ON P.Id = E.EntityId
 JOIN PersonAlias A ON A.PersonId = P.Id
 WHERE EntitySetId = {{ PageParameter.Set }}
 )
 ,idCombinations
AS (
 SELECT m1.AliasId AS AliasId1
  ,m2.AliasId AS AliasId2
  ,m1.FirstName AS FirstName1
  ,m2.LastName AS LastName1
  ,m2.FirstName AS FirstName2
  ,m2.LastName AS LastName2
  ,m1.Id AS Id1
  ,m2.Id AS Id2
 FROM mergeIDs m1
 JOIN mergeIDs m2 ON m1.AliasId <> m2.AliasId
 )
SELECT Id1
 ,FirstName1
 ,LastName1
 ,Id2
 ,FirstName2
 ,LastName2
 ,ScoreDetail
 ,FORMAT(ConfidenceScore / 100, 'P') AS ConfidenceScore
FROM idCombinations I
JOIN PersonDuplicate P ON P.PersonAliasId = I.AliasId1
 AND P.DuplicatePersonAliasId = I.AliasId2
{% endsql %}
<div class='card'>
    <ul style='margin-top:10px'>
    {% for item in results %}
    <li>
    <a href="/PersonDuplicate/{{ item.Id1 }}">{{ item.FirstName1 }} {{ item.LastName1 }} </a> matches <a href="/PersonDuplicate/{{ item.Id2 }}">{{ item.FirstName2 }} {{ item.LastName2 }} </a> on <strong>{{ item.ScoreDetail | RemoveFirst:'|' | Replace:'|',', ' }} </strong> with a confidence Score of {{ item.ConfidenceScore }}
    </li>
    {% endfor %}
    </ul>
</div>
<br>
Photo of Tony ViscontiSubmitted by Tony Visconti, College Church (Wheaton)  ·   ·  Core
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