Duplicate Image Detection

Duplicate Image Detection

Info
Availability
  1. Professional | Enterprise | Ultimate | CRM Plus | Zoho One
  2. This feature is currently available in US DC for organizations with more than 20 users. 
The Duplicate image detection feature aims to assist users in identifying duplicate facial images within a module. This functionality helps users determine if a particular image has duplicates.

For instance, consider a property management company using Zoho CRM. Agents meticulously maintain extensive records encompassing property listings and client interactions, which often include facial images to identify tenants associated with specific properties or leases. Sometimes, due to inaccurate data updates, there can be unintentional duplication. 

The Duplicate Image Detection feature by Zia helps agents ensure that each tenant's facial image is unique within the system. Agents can identify and resolve any duplicate facial images and reduce the risk of identity confusion.

It is important to note that, at present, Zia does not automatically merge duplicate records or prevent users from creating new records. However, this functionality is planned for support in the future. Instead, it provides users with insights into the presence of duplicate images.

Users have the option to take action based on the detected duplicates. They can either replace the image for the record or, if they believe there’s a mismatch, help Zia improve its model and update the record accordingly. Users can also merge detected duplicates directly by choosing the records from the list and consolidating them into a single master record. And when an image resembles another purely by coincidence, say, two different clients who simply look alike, there's no need to keep seeing that pairing flagged every time detection runs; marking it as unique tells Zia to leave that image out of future results.

Notes
Note: 
  1. Users are presented with duplicate records based on their permission settings. For example, if a user can only access their own records within a module and not all records, they will only be shown duplicates associated with their accessible records.
  2. For instance, if Zia identifies 10 image duplicates for a specific image in the Leads module, but the user is permitted to view only 2 records, they will solely see those 2 duplicates. If the user doesn't have permission to view any of the records, Zia will notify the user that they lack permission to view the 10 duplicate records. Regardless of the number of duplicates Zia identifies, a maximum of only 10 samples will be displayed.
  3. If all the images are blurred, Zia will not detect duplicates as the rule will be disabled.

To enable duplicate image detection
  1. Go to Setup > Zia > Vision.
  2. Go to the Duplicate Image Detection tab.
  3. Click Add Module. 
  4. Click Done.
Duplicate Image Detection is now enabled for the chosen module. Please note that it will take time for the model to be ready based on the number of images, and upon completion, the user will be notified via Zia notification.

Access duplicate image detection in the enabled module

  1. Navigate to the module where Duplicate Image Detection is enabled. 
  2. Select a record within the module. 
  3. You will notice an '!' icon overlaid on the record image. Click on the icon to initiate the duplicate image detection process. 

    1. If no duplicates are identified, Zia will present a message indicating 'No duplicates found for this record image'.

    2. If duplicates are detected, Zia will display the records containing duplicates, limited to those you have permission to view.

  4. If Zia's suggestion is valid, click on the Replace Image, replace the image and save the record. Otherwise, you can select the checkbox if you want Zia to improve the model and click Done.
Merge duplicate records
Merging turns duplicate detection into something actionable instead of purely informational. Before this enhancement, the feature would only tell a user "these look like duplicates," there was no way to do anything about it. Now, when two records really are the same person (e.g., duplicate leads created because someone reached out with a different phone number or email), the user can consolidate them into one master record instead of maintaining multiple redundant entries. 
Notes
Note: You can merge up to two duplicate images at a time.
  1. From the list of detected duplicates, select up to two records to merge. If more than two records are selected, Zia will notify the user to choose a maximum of two.

  2. Click the Merge Records button to navigate to the Deduplicate [Records] page.

  3. From the first row, choose the master record, the record image and the other field values for the record.
  4. Click Merge to confirm the merge.
Mark an image as unique
Marking as unique solves the opposite problem: false positives. Sometimes two profile images just look alike, or Zia's face-matching flags a pair that isn't actually the same person. Marking one as unique tells the system "don't keep showing me this pairing again." It pulls that specific record out of that particular duplicate bucket so it won't resurface in future detections.
  1. From the list of detected duplicates, select the records you want to mark as unique.
  2. Click the 'Mark as Unique' button.

The records you selected will be made unique.