> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/deduped/ai-enabled-data-deduplication-in-dynamics-365-crm/features/ai-based-master-recod-decision.md).

# AI-based Master Recod Decision

AI-Powered Master Record Selection enhances the DeDupeD merge experience by intelligently identifying the most suitable master record during duplicate record consolidation in Microsoft Dynamics 365.

Instead of requiring users to manually evaluate multiple duplicate records and determine which record should survive the merge, DeDupeD leverages artificial intelligence to analyze all duplicate records and recommend the optimal master record based on data completeness, consistency, reliability, and business relevance.

The AI recommendation includes:

* Suggested Master Record
* Confidence Score
* Selection Reasoning
* Complete Audit Trail of the AI Decision

Users remain in full control and can override the AI recommendation before completing the merge.

##  **How AI Master Selection Works**

When duplicate records are selected for merge, DeDupeD sends the duplicate record data to the configured AI model for analysis.

The AI evaluates:

* Record completeness
* Address information quality
* Contact information availability
* Business identifiers
* Data consistency
* Record reliability
* Overall information richness

Based on the evaluation, the AI recommends the most suitable master record and assigns a confidence score.

## Step 1 – Select Duplicate Records for Merge

Navigate to the duplicate records identified by DeDupeD.

Select the duplicate records that should be merged and click Merge.

The merge wizard opens, displaying

* Current Record
* Duplicate Records
* Record Details
* Merge Actions

**What Happens**

DeDupeD collects all selected duplicate records and prepares them for AI analysis.

Users can choose whether AI suggestions are loaded automatically when the merge interface opens or generated on demand by enabling the AI Suggestions option during the merge process.

<div data-with-frame="true"><figure><img src="/files/D8TKybPUeWWy9VuspdLm" alt=""><figcaption></figcaption></figure></div>

DeDupeD collects all selected duplicate records and prepares them for AI analysis.

Users can choose whether AI suggestions are loaded automatically when the merge interface opens or generated on demand by enabling the AI Suggestions option during the merge process.

<div data-with-frame="true"><figure><img src="/files/RXMl4fG4HeYCqu5vbn9k" alt=""><figcaption></figcaption></figure></div>

## Step 2 – AI Analysis Begins

Once the merge screen loads and AI Master Selection is enabled, DeDupeD automatically begins evaluating the duplicate records.

During analysis:

* Duplicate records are compared
* Data completeness is evaluated
* Address information is reviewed
* Contact information is analyzed
* Business identifiers are examined
* Loading indicator displays:

**"Getting AI suggestions..."**

<div data-with-frame="true"><figure><img src="/files/TVSov7weMzUZLhqTF7If" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
**Note:** when AI Suggestion checkbox (on Merge UI) is unchecked then it follows the manual rule and Suggest Master based on the configured rule/s.
{% endhint %}

## Step 3 – AI Recommends the Master Record

After analysis is completed, DeDupeD highlights the recommended master record.

The selected record displays:

AI Suggested (XX%)

The confidence score indicates how strongly the AI believes the record should be selected as the surviving master.

Example:

* 92% Confidence
* 85% Confidence
* 78% Confidence

Higher confidence indicates stronger certainty in the recommendation.

<div data-with-frame="true"><figure><img src="/files/s9LqIbcLryz6YaYSE8mj" alt=""><figcaption></figcaption></figure></div>

## Step 4 – Review the AI Recommendation

The recommended master record is automatically selected.

The following indicators appear:

Suggested Master Badge: Identifies the AI-recommended master record.

Confidence Score: Displays the confidence percentage for the recommendation.

Master Selection Indicator: Shows which record is currently selected as the master.

Disclaimer

A notification appears:

AI-generated suggestions may not always be accurate. Please review before applying.

Users should review the recommendation before proceeding.

## Step 5 – View the AI Explanation

Users can click the information icon beside the AI recommendation to view the reasoning behind the selection.

The Why This Suggestion? panel displays:

Confidence Score

Example: 92%

Explanation: A plain-language explanation describing why the record was selected.

Example:&#x20;

This record contains comprehensive and valid business information, including multiple professional email addresses, a complete address, and a detailed company description, ensuring high reliability.

<div data-with-frame="true"><figure><img src="/files/DfQ4we6WfqYahZTsYpRm" alt=""><figcaption></figcaption></figure></div>

## Step 6 – Modify the Master Record (Optional)

Users can override the AI recommendation at any time.

To select a different master record:

* Choose another record.
* Click Set Master.
* Review the updated preview.

The AI recommendation remains visible for reference, but the final decision always belongs to the user.

Human-in-the-Loop Governance

AI recommendations are advisory only and never automatically complete the merge.

## Step 7 – Complete the Merge

After reviewing the AI recommendation:

1\. Verify the selected master record.

2\. Review field-level values.

3\. Click Finish.

DeDupeD:

* Merges duplicate records
* Retains the selected master record
* Deactivates subordinate records
* Preserves related data associations

<div data-with-frame="true"><figure><img src="/files/nsRTni5oKa1DdOQkEYRI" alt=""><figcaption></figcaption></figure></div>

## Step 8 – Review Merge Results

After the merge is completed, DeDupeD creates a merge result record.

Navigate to:

DeDupeD → Job Runs

The merge result displays:

* Total Records
* Duplicate Count
* Merge Count
* Processing Status

<div data-with-frame="true"><figure><img src="/files/DxUQzSqZGTMEzn7cXOKr" alt=""><figcaption></figcaption></figure></div>

## Step 9 – View Master Selection Details

Open the merged record result.

The Master Details section contains the complete AI audit trail.

Information displayed includes:

Selection Method

Example: AI Master Selection

**Selected Master Record**

The record chosen by AI as the surviving record.

**Confidence Score**

Example: 85%

**Reason**

The AI-generated explanation describing why the record was selected.

Subordinate Records

List of records merged into the master record.

This information provides complete transparency and auditability.

<div data-with-frame="true"><figure><img src="/files/eMYsz8kdayVpoFAiuUzD" alt=""><figcaption></figcaption></figure></div>

**AI Master Selection UI Elements Reference**

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top">Element</td><td valign="top">Description</td></tr><tr><td valign="top">AI Suggested Badge</td><td valign="top">Indicates the AI-recommended master record.</td></tr><tr><td valign="top">Confidence Score</td><td valign="top">Shows the AI confidence level for the recommendation.</td></tr><tr><td valign="top">Suggested Master Label</td><td valign="top">Identifies the recommended surviving record.</td></tr><tr><td valign="top">Why This Suggestion?</td><td valign="top">Displays AI reasoning and confidence score.</td></tr><tr><td valign="top">Master Selection Details</td><td valign="top">Stores audit information for completed merges.</td></tr><tr><td valign="top">Selection Method</td><td valign="top">Identifies whether the master was selected manually or by AI.</td></tr></tbody></table>

{% hint style="info" %}
&#x20;**Important Notes**

AI Recommendations Are Advisory

AI recommendations assist users but do not automatically perform merges.

User Override Supported

Users can select a different master record at any time before completing the merge.

Audit Trail Maintained

All AI decisions, confidence scores, and reasoning are stored for future reference.

**Confidence Scores**

·  90–100% → High Confidence

·   75–89% → Moderate Confidence

·   Below 75% → Review Recommended

**Processing Time**

AI analysis time depends on:

·   Number of duplicate records

·   Number of populated fields

·   AI model response time

Most analyses complete within a few seconds.
{% endhint %}

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>&#x20;
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.inogic.com/deduped/ai-enabled-data-deduplication-in-dynamics-365-crm/features/ai-based-master-recod-decision.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.