Configuration Guide

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Step 5. Define Match Columns

After you configure the match path components, define the match columns that you want to use in the match rules. You can configure both fuzzy and exact match columns because you chose a fuzzy match and search strategy for the Party base object.

You want to create match rules to match duplicate records of individuals. The match rules must include columns with names of individuals and address data to match duplicate records.

To match duplicate records of individuals, define the following columns as match columns:

Display Name

Address Line 1

Address Line 2

City Name

State Cd

Postal Cd

Match Rule Configuration Example

Defining Match Columns

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