Configuration Guide

10.4

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Adding Match Rules

To match duplicate individuals based on name and address, add fuzzy match rules with the Resident match purpose to the WS match rule set. You created the WS match rule set in the preceding step.

In the

Match/Merge Setup Details

page for the Party base object, click the

Match Rule Sets

tab.

Add an manual merge match rule with the Typical match level.

In the Match Rules section, click

Add

The

Edit Match Rule

dialog box appears.

From the

Match/Search Strategy

list, select

Fuzzy

A fuzzy match/search strategy is a probabilistic match strategy that includes records with spelling variations, misspellings, and transpositions.

Beside the

Match Columns

field, click

Edit

The

Add/Remove Match Columns

dialog box appears.

Select the following columns:

Address_Part1

Address_Part2

Person_Name

Postal_Area

The following image shows the

Add/Remove Match Columns

dialog box with the match columns selected:

Click

The match column names appear in the

Match Columns

field.

To identify matches for person names based on addresses, from the

Match Purpose

list, select

Resident

To define the precision of the match between records, from the

Match Level

field, select

Typical

The Typical match level is suitable for most match jobs that match individuals. The Conservative match level results in fewer matches than the Typical match level and some potential matches might pass through the match process without being flagged as a match. The Loose match level might result in a significantly higher number of matches than the Typical match level, and might include matches that are not really matches.

The following image shows the

Edit Match Rule

dialog box with the fuzzy match rule settings:

Click

A manual merge match rule with the Resident match purpose appears in the Match Rules section.

Add a manual merge match rule with the Loose match level.

In the Match Rules section, click

Add

The

Edit Match Rule

dialog box appears.

From the

Match/Search Strategy

list, select

Fuzzy

A fuzzy match/search strategy is a probabilistic match that includes records with spelling variations, misspellings, and transpositions.

Beside the

Match Columns

field, click

Edit

The

Add/Remove Match Columns

dialog box appears.

Select the following fuzzy columns from the

Fuzzy Columns

options:

Address_Part1

Person_Name

Click

The fuzzy match columns appear in the

Match Columns

field.

To identify matches for person names based on address, from the

Match Purpose

list, select

Resident

To define the precision of the match between records, from the

Match Level

field, select

Loose

Click

A manual merge match rule with the Resident match purpose appears in the Match Rules section.

The following image shows the

Match Rule Sets

tab with two fuzzy, manual merge match rules configured for the WS match rule set:

Rename Saved Search

Table of Contents

Configuration Guide

Configuration Guide

Adding Match Rules

Adding Match Rules