Survivorship Configuration

In addition to what was stated in the post by @Samuel Muvdi (which is very detailed), you can configure additional survivorship logic in the source merge plan utilizing the Representative Creator step.  Let’s use the component masters_party_merge.comp in the CDI example project.   For example, if you wanted to have party name values always survive from a specific source (e.g. CRM), we can assign a trust (rank) scores for each source system. These trust scores can vary for each selection rule group, allowing the creation of specific selection rules for each attribute if necessary.  Essentially we use this step to order the instance records in order to determine which is ranked first and therefore “represented” as the master record.  You can get more granular and create multiple Rule groups for different attributes and apply a different ranking logic.  So, for example, you trust the LIFE source more for Birth Date, then you can change the ranking logic below.  You could also user a Lookup table to hold the Source System ranking values and then you could lookup the value in the merge plan thus allowing you to change the ranking with in the lookup without having to adjust the Rep Creator logic.

For example: