Configuration Guide

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Step 3. Configure Match Properties

Before you configure the match columns for the match rules, configure the match properties for the Party base object, such as the match and search strategy. You want to configure the match properties for the Party base object because it has duplicate records for individuals.

You must decide on the match properties based on the characteristics of the data, your knowledge of the data, and the match and merge requirements. The data in the Party base object has imperfections such as spelling variations and transpositions. The fuzzy match and search strategy, which is based on probabilistic matching, is suitable for the Party base object data. When you set the fuzzy match and search strategy, you need to set a population for the match rule. The population defines the characteristics of the data that you want to use for matching. The data that you chose for matching is US-centric, and therefore you need to set the

population as a match property.

Match Rule Configuration Example

Configuring Match Properties

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