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Planview Customer Success Center

How does Hub's built-in person reconciliation algorithm work?

Last Updated:    |  Applicable Hub Versions: All

Answer

Planview Hub's default person reconciliation algorithm (called 'Copy with Default Matching') matches based on name, ID, and/or e-mail.

Default Person Reconciliation Algorithm

More specifically, the algorithm will compare the metadata from each side as follows:

  • Username from source to username on target
  • Username from source to ID on target
  • ID from source to username on target
  • ID from source to ID on target
  • Email from source to email from target

Please review the Connector Docs to determine which fields are available for your specific repository. If a field is not available, Hub will simply skip that step.

You can also configure a custom extension for Person Reconciliation.  

You can learn more about Person Reconciliation in our User Guide here.