Configuration Guide

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Adding Match Column Rules

You can add fuzzy, exact, or filtered match rules.

To add a new exact or fuzzy match rule using match columns:

In the Schema Manager, display the Match/Merge Setup Details dialog for the base object that you want to configure.

Acquire a write lock.

Click the

Match Rule Sets

tab.

Select a match rule set in the list.

The Schema Manager displays the properties for the selected match rule set.

In the Match Rules section of the screen, click the

Add

button.

The Schema Manager displays the Edit Match Rule dialog. This dialog differs slightly between exact match and fuzzy-match base objects.

For fuzzy-match base objects, configure the match rule properties at the top of the dialog box.

Configure the match columns for the match rule.

Click the

Edit

button next to the Match Columns list.

The Add/Remove Match Columns dialog box appears and displays only the match columns that you defined. For exact-match base objects or match rules with an exact match/search strategy, only exact column types are available. For fuzzy-match base objects, you can select fuzzy or exact column types.

Select the fields that you want to add to the match column rule.

Click

The Schema Manager displays the selected fields in the Match Columns list.

Configure the match properties for each match column in the Match Columns list.

Click

If this is an exact match, specify the match properties for this match rule. Click

Click the

Save

button to save your changes.

Before saving changes, the Schema Manager analyzes the match rule set and prompts you with a message if the match rule set contains any incongruousness.

If you are prompted to confirm saving changes, click

button to save your changes.

Configuring Match Column Rules for Match Rule Sets

Configuring Filtered Match Rules

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