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admin_functionality:home_screen:session_details

Session Details


You can navigate to ‘Session Detail’ screen by clicking on the session name link from the Home/Session Listing. This section displays the following information about the session:

The Session detail screen lets you see everything that was set whilst in creation mode.

NOTE: You are not able to edit user fields on the session details screen.


Session Statistics

This section displays the following detail statistical information for the session:

Name: Displays the name of the session. You will be taken to ‘Session Results/Group Listing screen’. (Note - You will not be able to go to the ‘Groups Listing’ screen if the Match Process is running if the session is not yet finished.)

Session Type: Displays the type as ‘Single Entity’.

Entity: Displays the entity name for which the session is created.

View Type: Displays the 'View type' selected at the time of session creation.

View Name: Displays the 'View Name' selected at the time of session creation. This section will be displayed only when 'View Type' is selected as either ‘Personal’ or ‘Systems’

Status: Status will be the same as described in the Section 2.3. It shows the status of the session. There will be 5 different statuses for the session:

  • Match Pending: When the session is created, but not yet started.
  • Match in Progress: When the matching process is running for the session.
  • Matched: When the matching process completed for the session.
  • Review in Progress: When the user reviewing the groups from the session.
  • Reviewed: When all the groups reviewed from the session.

Auto Promote All: By default, the value is 'No'. If you confirm and apply Auto Promote All rule at session level (for entire session) then the flag will be set as ‘Yes’ accordingly.

Auto Fill All: By default, the value is 'No'. If you confirm and apply Auto Fill All rule at session level (for entire session) then the flag will be set as ‘Yes’ accordingly.

Auto Promote & Fill All: By default, the value is 'No'. If you confirm and apply Auto Promote & Fill All rule at session level (for entire session) then the flag will be set as ‘Yes’ accordingly.

Auto Exact & Merge All: By default, the value is 'No'. If you confirm and apply Auto Exact & Bulk/Sequential Merge All rule at session level (for entire session) then the flag will be set as ‘Yes’ accordingly.

Auto Accept & Merge All: By default, the value is 'No'. If you confirm and apply Auto Accept & Merge All rule at session level (for entire session) then the flag will be set as ‘Yes’ accordingly.

Include Inactive Records from Dataset: This option (read only) is present only for the Account and Contact Entity Sessions. If it is unselected the inactive records from Accounts or Contacts not included in the Session. If selected, the inactive records from Accounts or Contacts are considered in the session.

Refresh (icon): Refreshes the ‘Session Detail’ section statistics information.

Expand/Collapse (icon): Using this icon, you will able to expand/collapse the section.

Exceptions: When there is an Exception during a sessions there will be a link to the Error Log so you can see what happened. This link will appear in whichever stage the error happened. E.G if the Error happened during the Merge then in the 'Records Merged' tab you would see:

Clicking this link will then show you the error that occurred. E.G


Records Matched

As soon as the Session created, the ‘Records Matched’ section appears in the session detail section. Once the match process started by you, the following statistical information will appear for the Match Process:

Start Time: Display the date & time when the Match process started.

End Time: Display the date & time when the Match process ended.

Match Status: There are three different statuses used to describe the ‘Match’ process:

  • Unprocessed: When the ‘Match’ process not yet started for the session.
  • In Progress: When the ‘Match’ process is currently running for the session.
  • Completed: When the ‘Match’ process completed for the session.

Total Records Count: Display the count of total records fed. When the match process is in progress the count will get increased as the match process proceeds.

Duplicate Masters: Displays the total count of groups found during the matching process. This count will appear only after the match process completes.

Duplicate Secondaries: Displays the total count of duplicate records found (excluding masters).

Not Matched: Displays the total count of records which are not found as duplicates.

Error Log (icon): If any error occurs during the process run, you will be able to see the details by clicking on the ‘Error Log’ icon.

Expand/Collapse (icon): Using this icon, you will able to expand/collapse the section.


Records Promoted

When you click on Auto Promote All / Auto Promote and Fill All (at session level) or Auto Promote and Promote (at group level), the ‘Records Promoted’ section appears in the 'Session Detail'. This displays the following statistical information about the Records Promoted:

Start Time: Displays the date & time when the process started at Session Level.

End Time: Displays the date & time when the process ended at Session Level.

Status: There are two different statuses used:

  • In Progress: When the Auto Promote All/Auto Promote and Fill All process is currently running for the session.
  • Completed: When the Auto Promote All/Auto Promote and Fill All process completed for the session.

Total Duplicate Records Count: Displays the total count of duplicate records (Duplicate Masters + Duplicate Secondaries).

Auto Promoted: Displays the total count of records that have the status 'Auto Promoted' (Including the processes from Session level and Group level).

Manually Promoted: Displays the total count of records that are Manually Promoted on the Review Screen (i.e. at Group Level).

Not Promoted: Displays the total count of records that were not promoted. This count includes all the other duplicate records having status other than ‘Auto Promoted’ and ‘Manual Promoted’.

Error Log (icon): If any error occurs during the process run, you will be able to see the details by clicking on the ‘Error Log’ icon.

Expand/Collapse (icon): Using this icon, you will able to expand/collapse the section.


Records Perfected

When you click on Auto Fill All / Auto Promote and Fill All (at session level) or Auto Fill / Manual Fill + Auto Accept and Merge (at group level), the ‘Records Perfected’ section appears in the Session Detail. This displays the following statistical information about the Records Perfected:

Start Time: Displays the date & time when the process started at Session Level.

End Time: Displays the date & time when the process ended at Session Level.

Status: There are two different statuses used:

  • In Progress: When the Auto Fill All / Auto Promote & Fill All process is currently running for the session.
  • Completed: When the Auto Fill All / Auto Promote & Fill All process completed for the session.

Total Duplicate Records Count: Displays the total count of duplicate records (Duplicate Masters + Duplicate Secondaries).

Auto Filled: Displays the total count of records that have the status 'Auto Filled'.

Manually Filled: Displays the total count of records that are Manually Filled on the Review Screen (i.e. at group level).

Not Filled: Displays the total count of records that were not filled. This count includes all the other duplicate records that have a status other than ‘Auto Filled’ and ‘Manual Filled’.

Error Log (icon): If any error occurs during the process run, you will be able to see the details by clicking on the ‘Error Log’ icon.

Expand/Collapse (icon): Using this icon, you will able to expand/collapse the section.


Records Accepted

When you click on Session Level Processes such as Auto Exact and Bulk Merge All/Auto Exact and Sequential Merge All/Auto Accept and Merge All or Group Level Processes as Auto Exact and Merge/Accept and Merge, the ‘Records Accepted’ section appears in the Session Detail. This displays the following statistical information about the Records Accepted:

Start Time: Displays the date & time when the process starts at session level.

End Time: Displays the date & time when the process ended at session level.

Status: There are two different statuses:

  • In Progress: When the Auto Exact and Bulk Merge All/Auto Exact and Sequential Merge All/Auto Accept and Merge All process is currently running for the session.
  • Completed: When the Auto Exact and Bulk Merge All/Auto Exact and Sequential Merge All/Auto Accept and Merge process completed for the session.

Total Duplicate Records Count: Displays the total count of duplicate records (Duplicate Masters + Duplicate Secondaries).

Auto Accepted: Displays the total count of records that have the status 'Auto Accepted' i.e. when session level processes ran.

Manually Accepted: Displays the total count of records that have the status 'Manually Accepted' i.e. after processing Auto Exact and Merge or Accept and Merge at group level.

Not Accepted: Display the count of total records that were not accepted. This count includes all the other duplicate records that have a status other than ‘Auto Accepted’ and ‘Manual Accepted’.

Error Log (icon): If any error occurs during the process run, you will be able to see the details by clicking on the ‘Error Log’ icon. This icon appears only when any error encounters during the process run.

Expand/Collapse (icon): Using this icon, you will able to expand/collapse the section.


Records Merged

When you click on Session Level Processes such as Auto Exact and Bulk Merge All/Auto Exact and Sequential Merge All/Auto Accept and Merge All or Group Level Processes as Auto Exact and Merge/Accept and Merge, the ‘Records Merged’ section appears in the Session Detail section. This displays the following statistical information about the Records Merged:

Start Time: Displays the date & time when the process started at session level.

End Time: Displays date & time when the process ended at session level.

Status: There are two different statuses used:

  • In Progress: When the Auto Exact and Bulk Merge All/Auto Exact and Sequential Merge All/Auto Accept and Merge All process is currently running for the session.
  • Completed: When the Auto Exact and Bulk Merge All/Auto Exact and Sequential Merge All/Auto Accept and Merge All process completed for the session.

Total Duplicate Accepted Records Count: Displays the total count of accepted records (Auto Accepted + Manually Accepted).

Auto Merged: Displays the total count of records that have the status 'Auto Merged'/'Merged' i.e. when session level processes ran.

Manually Merged: Displays the total count of records that have status 'Manual Merged' i.e. after processing Auto Exact & Merge or Accept & Merge at group level.

Not Merged: Displays the total count of records that were not merged. This count includes all the other duplicate records that have a status other than ‘Auto Merged’ and ‘Manual Merge’.

Error Log (icon): If any error occurs during the process run, you will be able to see the details by clicking on the ‘Error Log’ icon.

Expand/Collapse (icon): Using this icon, you will able to expand/collapse the section.


Summary Statistics

As soon as the Session created, the ‘Summary Statistics’ section appears in the Session Detail section. Display the following statistical information.

Number of Records fed: Displays the number of total records fed.

Number of Duplicates: Displays the total number of duplicates (Duplicate Master + Duplicate Secondaries).

Number of Non Duplicates: Displays the total count of non-duplicate records present in the session.

Refresh (icon): Clicking on the Refresh icon, system updates the statistics info.

Expand/Collapse (icon): Using this icon, the user will able to expand / collapse the section.


Attribute Groups

All the settings applied while creating the session in Step 2 - ‘Set Attribute Groups’ is displayed below:

Note: ‘Set Attribute Groups’ section will appear in editable mode if session settings are saved but match is not yet run. ‘Set Attribute Groups’ section will appear in read only mode once the match has run for the session.


Attribute Group Transforms

All the settings applied while creating the session in Step 3 - ‘Set Attribute Group Rules’ is displayed below:

Note: ‘Set Attribute Group Rules’ section will appear in editable mode if session settings are saved but match is not run. ‘Set Attribute Group Rules’ section will appear in read only mode once match is ran for the session.


Set Threshold

All the settings applied while creating the session in Step 4 - ‘Set Threshold’ is displayed below:

Note: ‘Set Threshold’ section will appear in editable mode if session settings are saved but match is not run. ‘Set Threshold’ section will appear in read only mode once match is ran for the session.


Display Settings

All the settings applied while creating the session in Step 5 - ‘Set Display Settings’ is displayed below:

Note: ‘Set Display Settings’ will appear in read only mode from the start when the session is created.

admin_functionality/home_screen/session_details.txt · Last modified: 2019/09/10 12:29 by conor.doyle