Candidate records

Candidate records are temporary records created to enable data stewards to verify data quality before promoting a record as a valid record. Candidate records are created when a match or suspect match isn't found on data load. Candidate records are not exported to downstream systems until they are promoted to valid records.

When candidate records are enabled in your Network instance:

  • Candidate records display in search results; they are denoted by a gray icon with a question mark (?) badge.

  • The ability to view candidate records is based on data visibility profile settings.
  • The number of candidate records created during data load can be viewed in the Job Result Summary.

Candidate records are supported for HCPs and HCOs. They are not supported for custom objects.

Enabling this feature

The following tasks are required:

  • Administrator
    • Enable the candidate records in the Network settings.
    • Enable candidate record visibility in data visibility profiles.
    • Create candidate records using source subscriptions.

User activities

The following activities are available depending on the user type:

The System and Data Admin user role combines the full capabilities of Data Stewards and Administrators.
Activity Standard User Data Steward Data Manager Administrator
Enable candidate records      
Enable visibility      
Update source and target subscriptions    
Use Network Expressions with candidate records      
View candidate records
Delete or promote candidate records