Overview
All raw entities created from the Processing, Assessment, or Review steps are in scope for consolidation activities. The consolidator’s role is to merge all entities to create profiles of unique individuals, known as Master Entities. Canopy provides automated consolidation rules, manual merging, entity propagation, and bulk deletion capabilities to support this process.
There are six activities of the Consolidation Phase:
These are the workflows the Canopy App provides to support the Consolidation Phase:
| Activity Name | Description | How Tos |
|---|
| Entity List Views | View, search, filter, and export raw and consolidated entities from the central Entities page. | Add and remove columns
· Save views
· Export entity list |
| Configure Consolidation | Import, edit, and manage consolidation rules including match options, merge settings, and field conflict resolution. | Import consolidation rules
· Edit consolidation rules
· Configure merge settings
· Configure field conflict settings
· Update and run consolidation
· Reset consolidation
· Delete manual decisions |
| Run Consolidation | Execute entity consolidation with a dashboard to monitor progress, stop the process, and review activity history. | Run consolidation
· Stop consolidation
· Filter on activities |
| Delete Consolidated List | Delete the consolidated list, master entities, and all clustering and merging actions with dashboard monitoring. | Delete the consolidated list
· Stop deletion
· List running job activities
· List prior job activities |
| Entity Propagation | Automatically search, detect, and match entities found across documents using seed data and raw entity data. | Entity propagation setup
· Upload, configure, and process
· Filter and batch documents
· Review
· Propagate entities
· Measure and QC |
| Entities Bulk Delete | Delete single or multiple entities from raw and consolidated entity lists, synchronized across all views. | Delete single entity from raw list
· Delete multiple from raw list
· Delete single from consolidated list
· Delete selected from consolidated list
· Delete from grouped entity |
