Configuration Guide

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Filtering SQL

By default, when the Match batch job is run, the match rule set processes all records.

If the Enable Filtering check box is selected (checked), you can specify a filter condition to restrict processing to only those rules that meet the filter condition. A

filter

is analogous to a WHERE clause in a SQL statement. The filter expression can be any expression that is valid for the WHERE clause syntax used in your database platform.

The match rule set filter is applied to the base object records that are selected for the

match batch

only (the records to match from)—not the records in the match pool (the records to match to).

For example, suppose your implementation had an Organization base object that contained multiple types of organizations (customers, vendors, prospects, partners, and so on). Using filters, you could define a match rule set (MatchCustomersOnly) that processed customer data only.

org_type=’C’

All other, non-customer records would be ignored and not processed by the Match job.

It is the administrator’s responsibility to specify an appropriate SQL expression that correctly filters records during the Match job. The Schema Manager validates the SQL syntax according to your database platform, but it does not check the logic or suitability of your filter condition.

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Configuration Guide

Configuration Guide

Filtering SQL

Filtering SQL