topic Dedupe - Return where One Record has Specific Value and Other Does Not in DemandTools

Dedupe - Return where One Record has Specific Value and Other Does Not

jazmindensmore — Fri, 09 May 2025 15:21:42 GMT

I am having a hard time determining how to build my use case in the dedupe module or figure out what terms to search to find if this has been asked before.

I am working through account duplicates, and am using a specific field, we'll use Website as an example. I want duplicates to be returned where the Website is an exact match across records, but I only want to see returned matches if one (or both) of the accounts is owned by a specific user. If neither of the duplicates are owned by this specific user, I don't want to see it in my grid.

Is there a way to build this into the record selection criteria, or would this need to be in the winner rules somehow? Basically I'm looking for a way to export and review across a single person's portfolio at a time to knock duplicates out in phases, but am struggling with how to do this within the tool and not having to export and filter/formulate in Excel.

Re: Dedupe - Return where One Record has Specific Value and Other Does Not

Pugs_Validity — Fri, 09 May 2025 20:07:54 GMT

Hey @jazmindensmore - Yes! This is what Filter Match Results was created for...

While Record Selection Criteria narrows down which records get pulled to begin with, Filter Match Results applies filtering after the record pull is complete, allowing you to narrow down the results of your search based on the supplied criteria.

When you select this option and add one or more selection conditions, the results grid will only return duplicate groups where at least one of the records matches the criteria.
- For example, you can filter to return all duplicates of an account where at least one record in the duplicate set has an external account number.
You will still need to apply a Winner Rule to pick the desired record based on the criteria, but there will be fewer matches to evaluate, resulting in a quicker application of the Winner Rule.