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  • Multidomain MDM 10.3 HotFix 2
  • All Products

Table of Contents

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  1. Preface
  2. Introduction
  3. Data Source Configuration
  4. Data Model and Schema Configuration
  5. Data Cleansing Configuration
  6. Match and Merge Configuration
  7. Hierarchy Manager (HM) Configuration

Sample ORS Guide

Sample ORS Guide

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Match Rule Configuration

Match Rule Configuration

Match rules can be set up in Informatica MDM to match and merge the duplicate records not only from different source systems but also from within the same source. Match rules can be set up using attributes from any related base object tables in the Informatica MDM target data model. Below are the steps and components involved in defining Match rules.
  1. Identify the Base Objects that need data Matched and Merged.
  2. Determine if a Base Object requires Fuzzy Match capabilities.
  3. Define Path to related base objects.
  4. Define Match Columns for the Base Object. Attributes from related base objects can be used only if a Path is setup first.
  5. Define Match Rule Sets if different Match Rules need to be run at different times.
  6. Create Match Rules using the various combinations of Match Columns.
  7. Set Match Rules as Auto-Merge or Manual rules depending on the precision of the match rule.
Here are the base objects that are configured for matching in the Sample Schema:
Party
Match rules for Individual and Organization data
Match data based on name and address
Address
Match based on address information
Party Address Rel
Match based on Party and Address IDs and Address Type.
Party Group
Match based on group type and address
Party Group Rel
Match based on Party and Party Group IDs, Hierarchy and Rel Type
Product
Match based on Product Name and Number
The match configuration for the Party, Party Group, and Address base objects are detailed in the next two sections.
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