Table of Contents

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  1. Preface
  2. Part 1: Introduction
  3. Part 2: Configuring Hub Console Tools
  4. Part 3: Building the Data Model
  5. Part 4: Configuring the Data Flow
  6. Part 5: Executing Informatica MDM Hub Processes
  7. Part 6: Configuring Application Access
  8. Appendix A: MDM Hub Properties
  9. Appendix B: Viewing Configuration Details
  10. Appendix C: Row-level Locking
  11. Appendix D: MDM Hub Logging
  12. Appendix E: Table Partitioning
  13. Appendix F: Collecting MDM Environment Information with the Product Usage Toolkit
  14. Appendix G: Informatica Platform Staging
  15. Appendix H: Informatica Platform Mapping Examples
  16. Appendix I: Glossary

Adding Match Rules

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.
  1. In the
    Match/Merge Setup Details
    page for the Party base object, click the
    Match Rule Sets
    tab.
  2. Add an manual merge match rule with the Typical match level.
    1. In the Match Rules section, click
      Add
      .
      The
      Edit Match Rule
      dialog box appears.
    2. 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.
    3. Beside the
      Match Columns
      field, click
      Edit
      .
      The
      Add/Remove Match Columns
      dialog box appears.
    4. 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:
      The Edit Match Rule dialog box with the match columns selected. The Fuzzy Columns section has the Address_Part1, Address_Part2, and Person_Name match columns selected. The Exact Columns section has the Postal_Area match column selected.
    5. Click
      OK
      .
      The match column names appear in the
      Match Columns
      field.
    6. To identify matches for person names based on addresses, from the
      Match Purpose
      list, select
      Resident
      .
    7. 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:
      The Edit Match Rule dialog box with the fuzzy match rule settings. The match purpose is set to Resident, and the Match Level is set to Typical. The match rule includes the Address_Part1, Address_Part2, Person_Name, and Postal_Area match columns.
    8. Click
      OK
      .
      A manual merge match rule with the Resident match purpose appears in the Match Rules section.
  3. Add a manual merge match rule with the Loose match level.
    1. In the Match Rules section, click
      Add
      .
      The
      Edit Match Rule
      dialog box appears.
    2. 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.
    3. Beside the
      Match Columns
      field, click
      Edit
      .
      The
      Add/Remove Match Columns
      dialog box appears.
    4. Select the following fuzzy columns from the
      Fuzzy Columns
      options:
      • Address_Part1
      • Person_Name
    5. Click
      OK
      .
      The fuzzy match columns appear in the
      Match Columns
      field.
    6. To identify matches for person names based on address, from the
      Match Purpose
      list, select
      Resident
      .
    7. To define the precision of the match between records, from the
      Match Level
      field, select
      Loose
      .
    8. Click
      OK
      .
      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:
The Match Rule Sets tab with an automatic consolidation match rule, and a manual consolidation match rule.

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