Manual Overrides

Overview

Manual Overrides allow you to manually reassign records to match groups, overriding the automated matching engine's decisions. This is essential when the matching algorithm produces incorrect groupings that a human reviewer can identify and correct.

Within the broader RIS workflow, creation of Manual Overrides sit at the tail end of the pipeline:

1. Production: the current live match groupings

2. Experiment: a proposed set of groupings from a new match configuration

3. Review: side-by-side comparison of production vs. experiment groupings

4. Override: manual reassignment of records that the match engine isn’t getting right, even after experiments and tuning.

Manual Overrides can be used in three modes:

• Standalone: ad-hoc search and regroup. Useful when an incorrect result has been noticed outside of the RIS environment, and customer wants to fix specific records.

• From production review: override the current item during result browse. Useful when an incorrect result is noted during production review.

• From experiment review: overrides are generated as a side-effect of experiment choices:

  • When an experiment is promoted, all “choose production” items are remembered and become overrides.

  • When an experiment is rejected, all “choose experiment” items are remember and become overrides.

User workflows

Standalone manual override

1. Navigate to the Manual Overrides area from the RIS sidebar

2. Search for records using one of three modes:

   • Enter a Record ID and search

   • Enter a Group ID and search

   • Select up to 3 PII fields, enter values, and search

3. Select records from the results table using checkboxes

4. Review Selected: click to move selected records (and their full groups) into the workspace

5. Reassign records in the workspace:

   • Drag records between groups or to/from the Ungrouped section

   • Or click the add-to-group button on a record and select a target group from the dialog

   • Create new empty groups with "Add Group" as needed

6. Save: click Save, confirm in the dialog, and the new groupings are persisted via createManualOverrides

7. Or Revert: click Revert to restore the original groupings loaded from the backend

Override from experiment review

1. Review an experiment item in the Match Review area (side-by-side production vs experiment comparison)

2. Enter Override Mode: click the override action on the review item

   • The EnterManualOverridesMode action fires with the review item ID

   • Records for the review item load automatically into the workspace

3. Reassign records using drag-and-drop or the add-to-group dialog

4. Save: the override is saved via createManualOverrides, the review item is committed as SKIPPED, and the user is returned to the experiment review flow

5. Or Cancel: discard changes and return to experiment review without committing the review item