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How to review pending identity matches

Review and action automatically detected identity matches.

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Written by Harriet Christie

Summary

When MirrorWeb detects newly-seen corporate email addresses (and other identifiers) in captured communications, it queues them as pending matches on the Identity Matching page so you can "Create or match identities for newly-detected corporate email addresses". For each pending match you can link it to an existing identity, create a new identity from it, or ignore it. You can action matches individually or select several and action them together. Ignoring matches requires identity matching write access.

Prerequisites

  • Login credentials to MirrorWeb Insight

  • Identity matching read access (to view) and write access (to ignore matches)

Step-by-Step Instructions

Step 1: Open Identity Matching

Navigate to the Identity Matching page. If there are no pending matches, the page shows "No pending matches". Otherwise, the matches appear in a table with the columns Identifier, Source (the platform), and Status (Active or Inactive).

You can also reach this page from the "{count} match(es) found" link on the Identities page.

The Identity Matching page with pending matches

Step 2: Search and filter matches

Use the search box ("Search by identifier...") and press Enter to find a match by its identifier. Use the platform dropdown to filter by Source platform (or All).

The search box and platform filter on the matching page

Step 3: Select matches (optional)

To action several matches at once, tick the checkbox on each match row (or the header checkbox to select all on the page). A badge shows how many are selected, with an X to clear the selection. The action buttons in the toolbar then apply to all selected matches.

Selected matches shown with the selection badge

Step 4: Link a match to an existing identity

Click the Assign matches button (or, on a single row, its assign button) to open the "Assign {count} match(es)" popover. Search for an identity ("Search for an identity..."), select it, and click Assign. On success you see "Matches assigned successfully".

If the identifier is already linked to that identity, you see an error: "Please ensure the identifier is not already associated with the selected identity."

The Assign matches popover with the identity search

Step 5: Create a new identity from a match

Click the Create identity button (or its per-row equivalent) to create a new identity directly from the match. On success you see "Identity created successfully".

The Create identity action on the matching page

Step 6: Ignore a match

Click the Ignore match button to open the "Ignore {count} match(es)" popover. Choose a ReasonNone, Shared inbox, Spam, or Other. If you choose Other, enter a free-text reason ("Enter a reason for ignoring this match."). Click Ignore. On success you see "Matches ignored".

The Ignore match popover with the reason options

Notes

  • The three actions on each match are: link (assign to an existing identity), create (make a new identity), and ignore.

  • The Ignore match button is disabled without identity matching write access; the tooltip then reads "You don't have access to ignore matches".

  • Domain settings control which detected addresses surface here as matches; see "How to configure identity settings".

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