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verbiage fix
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codewdhruv committed Dec 11, 2024
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Expand Up @@ -20,12 +20,12 @@ This happens when the same individual is linked to different accounts across int

To identify and manage duplicate profiles:

* Navigate to the Contributors section in the SEI dashboard.
* Click on Connected User Accounts to view all user profiles linked to your integrations.
* Navigate to the **Contributors** section in the SEI dashboard.
* Click on **Connected User Accounts** to view all user profiles linked to your integrations.

## User profile matching

SEI uses intelligent algorithms to group similar user profiles under two categories: Candidates and Outstanding. The grouping is based on matching criteria that can be customized for specific use cases.
SEI uses intelligent algorithms to group similar user profiles under two categories: **Candidates** and **Outstanding**. The grouping is based on matching criteria that can be customized for specific use cases.

### Matching criteria

Expand All @@ -38,34 +38,34 @@ SEI uses intelligent algorithms to group similar user profiles under two categor

Profile categories define how SEI organizes user profiles based on matching criteria:

* Candidates: Groups of profiles automatically matched by SEI based on the chosen criteria. You can review and fine-tune these groups by adding or removing profiles.
* Outstanding: Unmatched profiles that the system couldn’t group. Requires manual intervention to add to existing groups or create new ones.
* **Candidates:** Groups of profiles automatically matched by SEI based on the chosen criteria. You can review and fine-tune these groups by adding or removing profiles.
* **Outstanding:** Unmatched profiles that the system couldn’t group. Requires manual intervention to add to existing groups or create new ones.

## Merging contributor profiles

Merging ensures all data associated with multiple user profiles is unified. Follow these steps to merge profiles effectively:

### Step 1: Identify duplicate profiles

* Navigate to Contributors > Connected User Accounts.
* Review the Candidates section:
* Navigate to **Contributors > Connected User Accounts**.
* Review the **Candidates** section:
* Click on a group to expand and view matched profiles.
* Verify that profiles belong to the same individual.
* Adjust groups by adding or removing profiles as needed.

### Step 2: Choose merge options

* Merge Contributors: Instantly merge profiles into a single contributor record.
* Identify as Draft: Save proposed matches for later review.
* **Merge Contributors:** Instantly merge profiles into a single contributor record.
* **Identify as Draft:** Save proposed matches for later review.

### Step 3: Finalize and publish changes

* Navigate to the Contributors > Draft tab to review matches saved as drafts.
* Navigate to the **Contributors > Draft** tab to review matches saved as drafts.
* Verify details such as:
* Number of new contributors created.
* Profiles added or removed from existing contributors.
* Profiles flagged for deletion.
* Once satisfied, click Publish All Changes to update the contributor records.
* Once satisfied, click **Publish All Changes** to update the contributor records.


:::info
Expand All @@ -76,7 +76,7 @@ Changes made during merging are irreversible. Use the draft mode to ensure accur

To maintain clean and accurate contributor records:

* Regular Reviews: Periodically check for duplicate profiles and merge them.
* Verify Matches: Ensure the accuracy of automatic matching before merging.
* Use Draft Mode: Always use the draft feature to review changes in bulk.
* Customize Matching Criteria: Adjust the criteria based on your organization’s specific needs.
* **Regular reviews:** Periodically check for duplicate profiles and merge them.
* **Verify matches:** Ensure the accuracy of automatic matching before merging.
* **Use draft mode:** Always use the draft feature to review changes in bulk.
* **Customize matching criteria:** Adjust the criteria based on your organization’s specific needs.

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