Configuration Guide

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Defining a Match Rule Set

Define a rule set to which you can add match rules.

In the

Match/Merge Setup Details

page for the Party base object, click the

Match Rule Sets

tab.

To add a match rule set, click

Add

The

Add Match Rule Set

dialog box appears.

Enter a unique name, such as WS, for the rule set, and click

From the

Search Level

list, select

Typical

The search level to search for match candidates is set to Typical.

To ensure that the match rule set is not reserved for exclusive use with the SearchMatch API, disable the

Enable Search by Rules

option.

Ensure that the

Enable Filtering

option is disabled.

If the

Enable Filtering

option is disabled, all records are processed by the match rule set when a match batch job is run. If the

Enable Filtering

option is enabled, you can define a filter for this match rule set, and only the filtered records are processed by the match rule set.

The following image shows a Match/Merge Setup Details page with the WS match rule set configured: