Provisioning Tool Guide

10.4

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Similar Records

The Similar Records component is a secondary component that you can add to a record view layout. When you create a record, the component displays records that are similar to record that the you create. You can review the records that appear in the component to ensure that the records you create are not duplicates.

In the Similar Records component, the records are displayed as a link with an information icon. To preview a record, you click the information icon. To open a record, click the record link.

Before you can add the Similar Records component to a record view layout, create the component in the Component Editor. After you create the component, the component appears in the Layout Designer.

You can configure the Similar Records component to use one of the following search options:

Search: Use to find and display similar records by using search. Ensure that search is configured in the MDM Hub environment. Also, you must configure the search to include only the business entity fields that are identified as searchable. For more information about configuring search, see the
Multidomain MDM Configuration Guide
. For more information about searchable fields, see the
Multidomain MDM Provisioning Tool Guide
.
Queries: Use to find and display similar records by using queries. Queries are based on match rules. Ensure that the match rule sets that you want to use for querying similar records are configured in the MDM Hub environment. For more information about queries and match rule sets, see the
Multidomain MDM Configuration Guide
.

You can configure the Similar Records component for a business entity or a business entity view.

When you configure the Similar Records component for a business entity view, consider the following guidelines:

Base the search on fields that are part of the business entity view.

Do not base the search on child record fields, such as Address and Email, that are transformed to appear as the parent record fields.

The following table describes the XML elements that you can use to configure the Similar Records component:

Element	Description
searchableFields	Specifies one or more fields on which you want to base the search. The searchableFields element is the parent of the field name element.
field name	Specifies the name of a field on which you want to base the search for similar records. The field name element is a child of the searchableFields element. You can configure multiple field name elements.
searchType	Specifies the type of search to perform. The searchType element can contain the following child elements: smartSearch searchMatch
smartSearch	Specifies that you want to use search to find similar records.
searchMatch	Specifies that you want to use queries to find similar records. The searchMatch element can contain the following child elements: fuzzy matchRuleSet
fuzzy	Specifies whether you want to perform a fuzzy search. To perform a fuzzy search, set to true . The fuzzy element is a child of the searchMatch element. If you do not add this element, exact search is performed.
matchRuleSet	Specifies the name of the match rule set to use for finding similar records. The matchRuleSet element is a child of the searchMatch element.
label	Specifies the label format for the search field values. To configure the label format, use the existsFormat attribute.
column	Specifies a single column to use in the label format. To configure the column for the label, use the columnUid attribute, which is the unique identifier of the column. The column element is a child of the label element. You can specify more than one column for the label.