If you set the match rules for automerge, the MDM Hub merges the records that are matched without the intervention of a data steward. If you configure the match rules for manual merge, the MDM Hub does not automatically merge the records that are matched. A data steward can review the matched records and start the merge job.

Also, you must decide whether you want to set up fuzzy, exact, or filtered match rules. A fuzzy match rule is required for data that might have inconsistencies. If the quality of the data is good, you can configure exact match rules. If you want to run a large batch job and at the same time ensure optimal performance, you might want to configure filtered match rules. Filtered match rules are exact match rules that use the fuzzy match key in addition to exact match columns.

To match individuals at an address, use the Resident match purpose that has the name and address components.