Merge policies health checks

The merge policies health checks scan your sandbox for merge policy naming and definition issues that cause confusion during segmentation and activation.

Default merge policy naming default-merge-policy-naming

Scans for merge policies that still contain “default” in their name after they are no longer designated as the default policy.

Detail
Description
Issue
A non-default merge policy has the word “default” in its name.
Impact
When a new merge policy is promoted to default, the previous default policy is demoted, but its name is not automatically updated. If the old policy still contains “default” in its name, two policies appear to be the default in dropdown menus, which causes confusion.
Remediation
Rename the affected merge policy to remove “default” from its name and reflect its current purpose.

When you select the Default Merge Policy Naming card, a detail panel opens on the right. The panel shows:

  • Description: Scans whether any non-default merge policies have the word “default” in their name.
  • Impact: Non-default merge policies with “default” in their name cause confusion. You might apply the wrong policy to a segment or activation.
  • General areas of impact: Segmentation, profile retrieval, and activation correctness.
  • Experience League Documentation: A link to guardrails for merge policies.

Default Merge Policy Naming detail panel showing description, impact, general areas of impact, and Check Passed confirmation {modal="regular"}

For more information, see the merge policies overview and guardrails for merge policies.

Duplicate merge policy definitions duplicate-merge-policy-definitions

Detects XDM Individual Profile merge policies that share an identical definition, which wastes a limited merge policy slot.

Detail
Description
Issue
Two or more XDM Individual Profile merge policies share an identical definition.
Impact
Duplicate merge policies subtract from the allowed limit of 3 merge policies per sandbox. Every merge policy requires separate processing during batch segmentation, increasing the total elapsed time for both segmentation and profile export.
Remediation
Review the affected merge policies and delete the duplicate, keeping the one that is referenced by existing segments and activations.

When you select the Duplicate Merge Policy Definitions card, a detail panel opens on the right. The panel shows:

  • Description: Explains that Experience Platform allows for no more than 3 merge policies per sandbox. When multiple merge policies are configured with identical definitions, they are functionally redundant. This check inspects for instances of duplicate merge policy definitions.
  • Impact: Duplicate merge policies subtract from the allowed limit of 3 merge policies. Every merge policy requires separate processing during batch segmentation, increasing the total elapsed time for both segmentation and profile export.
  • General areas of impact: Batch segmentation and subsequent activation.
  • Experience League Documentation: A link to guardrails for merge policies.

Duplicate Merge Policy Definitions detail panel showing description, impact, general areas of impact, and Check Passed confirmation {modal="regular"}

For more information, see the merge policies overview and guardrails for merge policies.

Duplicate merge policy names duplicate-merge-policy-names

Scans for merge policies within the same schema that share the same display name.

Detail
Description
Issue
Two or more merge policies for the same schema share the same display name.
Impact
Merge policy names are the only identifier visible in Segment Builder and destination activation dropdown menus. When two policies share a name, you cannot tell them apart, which can lead to selecting the wrong policy and applying unintended attribute merge or identity graph settings.
Remediation
Rename one or both of the affected merge policies so that each name is unique within the schema.

When you select the Duplicate Merge Policy Names card, a detail panel opens on the right. The panel shows:

  • Description: Verifies that there are no duplicate merge policy names for the same schema.
  • Impact: When two XDM Individual Profile policies share a name, you cannot tell them apart when building audiences, which can lead to selecting the wrong policy.
  • General areas of impact: Segmentation, profile lookup, and activation.
  • Experience League Documentation: A link to the merge policies overview.

Duplicate Merge Policy Names detail panel showing description, impact, general areas of impact, and Check Passed confirmation {modal="regular"}

For more information, see the merge policies overview.

Next steps next-steps

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