Configuration Guide

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Configuring Filters for Match Paths

The filter of a match path includes or excludes records for matching based on the values of the column that you specify. To define a filter for a column, specify the filter condition with one or more values that determine the records that qualify for match processing. For example, for an Address base object that contains shipping and billing addresses, you can configure a filter that includes billing addresses and excludes shipping addresses. When the match process runs, the

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matches records in the match batch with the billing address records.

If you specify a filter condition on a date column, use the correct string representation of a date value that is compatible with the database locale.

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, filters have the following properties:

Setting	Description
Column	Column to configure in the currently-selected base object.
Operator	Operator to use for this filter. One of the following values: IN—Include columns that contain the specified values. NOT IN—Exclude columns that contain the specified values.
Values	One or more values to use for this filter.

For example, if you wanted to match only on mailing addresses in an Address base object, you could specify:

Setting	Example Value
Column	ADDR_TYPE
Operator	IN
Values	MAILING

In this example, only mailing addresses would qualify for matching—records in which the COLUMN field contains “MAILING”. All other records would be ignored.

Configuring Match Paths for Related Records

Adding Filters

Editing Values for a Filter

Editing Filter Properties

Deleting Filters

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