Merge outcomes
DM
DS
The following sections detail merge outcomes by ownership at the record and field level.
Merges by data stewards
The following table illustrates outcomes for merges initiated by data stewards.
The columns indicate the ownership (orange - Veeva-owned, gray - customer owned) for both the winning and losing record.
The rows indicate the ownership of all fields and records associated with the merge, along with the merge outcome for each.
Fields / Keys |
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HCP/HCO fields | Orange values persist | - | |||||||
HCP/HCO fields | Winner values persist unless empty1 | Winner values persist | |||||||
Address record | Match losers and winners and merge duplicates2 | Match losers and winners, merge duplicates | |||||||
Parent HCO record | Match losers and winners and merge duplicates2 | Match losers and winners, merge duplicates | |||||||
License record | Match losers and winners and merge duplicates2 | Match losers and winners, merge duplicates | |||||||
Custom key | Retain winning keys and copy losing keys to winner | ||||||||
Address fields | -3 | Orange values persist | - | ||||||
Address fields | Winner values persist unless empty1 | Winner value persists | |||||||
Parent HCO fields | -3 | Orange values persist | - | ||||||
Parent HCO fields | Winner values persist unless empty1 | Winner value persists | |||||||
License fields | -3 | Orange values persist | - | ||||||
License fields | Winner values persist unless empty1 | Winner value persists | |||||||
Notes |
1 Values explicitly set to NULL will persist; empty or blank values will not. 2 Can prevent gray records by setting the advanced source subscription property 3 Not applicable: Managed by Veeva OpenData |
Automatic merges
The following table illustrates outcomes for automatic merges.
The columns indicate the ownership (orange - Veeva-owned, gray - customer owned) for both the winning and losing record.
The rows indicate the ownership of all fields and records associated with the merge, along with the merge outcome for each.
Fields / Keys |
|
|
|
||||||
---|---|---|---|---|---|---|---|---|---|
HCP/HCO fields | -1 | Orange values persist | - | ||||||
HCP/HCO fields | Value from more trusted source retained2 | ||||||||
Address record | -1 | Match losers and winners and merge duplicates3 | Match losers and winners, merge duplicates | ||||||
Parent HCO record | -1 | Match losers and winners and merge duplicates3 | Match losers and winners, merge duplicates | ||||||
License record | -1 | Match losers and winners and merge duplicates3 | Match losers and winners, merge duplicates | ||||||
Custom key | Retain winning keys and copy losing keys to winner | ||||||||
Address fields | -1 | Orange values persist | - | ||||||
Address fields | Value from more trusted source retained2 | ||||||||
Parent HCO fields | -1 | Orange values persist | - | ||||||
Parent HCO fields | Value from more trusted source retained2 | ||||||||
License fields | -1 | Orange values persist | - | ||||||
License fields | Value from more trusted source retained2 | ||||||||
Notes |
1 Not applicable: Managed by Veeva OpenData 2 If values are from the same source, retain newer value 3 Can prevent gray records by setting the advanced source subscription property |
Veeva OpenData records
The following table illustrates outcomes based on merge actions affecting Veeva-owned (orange) records. In the Veeva OpenData master instance, Record A is merged into Record B.
Customer instance prior to merge | User action (manually or through DCR) | Outcome |
---|---|---|
Losing Record A exists |
User updates Record A |
|
Winning Record B exists |
User updates Record B |
|
Losing Record A exists Winning Record B exists |
User updates Record A |
|
Losing Record A exists Winning Record B exists |
User updates Record B |
|