Configuration Guide

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Step 4. Define the Match Path

To configure match rules for related records, configure match path components. Related records might reside in one base object or in multiple base objects.

To configure match rules that involve child records, you need to add path components to the root base object. When you add components to the match path, you define the connection between related parent and child base objects.

Add the following components to the match path:

Party. Base object that contains data of individuals and organizations.

Address. Base object that contains addresses of customers that are either individuals, or organizations.

LU Address Type. Look up base object that contains address type lookups.

Party Address Rel. Relationship base object that defines the relationships between the records in the Party and Address base objects.

Match Rule Configuration Example

Adding Match Path Components

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