Data Director User Guide

10.3

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Matching Records and Match Rules

Data Director

depends on match rules to determine the matching records. An MDM administrator configures match rules based on the data characteristics and the requirements for matching and merging records.

The match rules determine whether the matching records have identical values or similar values. Also, match rules determine the records that are automatically merged and the records that appear on the

Matching Records

view.

For example, consider a match rule that is based on addresses. Based on the match rule, John Smith and Jane Smith are identified as matching records, because they share the same address. Though their address is the same, they are unique people. Their records are not duplicates and must not be merged.

The records that appear on the

Matching Records

view have a match score associated with them. The match scores are based on the match rules. A high match score indicates that the record is a close match. A low match score indicates that the record is a distant match.

When a match job runs, the matching records are identified. If a match job was not run recently, the

Matching Records

view might not contain all the possible matches.

If you upgrade from an earlier version, the match scores are set to null for the existing matching records. The match scores are displayed only for the new matches.

For more information about match rules, see the

Multidomain MDM Configuration Guide

Resolving Duplicate Records Overview

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