Configuration Guide

10.5

Back Next

Adding Match Path Components

Match paths define the connection between parent and child base objects. To configure match rules that include parent and child records, add match path components to the root base object. Also, add filters to include or exclude data during the match process.

In the

Match/Merge Setup Details

page for the Party base object, click the

Paths

tab.

Add the Party Address Rel relationship base object as a match path component.

From the Path Components section, select the

Root for C_Party

match path component.

The following image shows the

Paths

tab of the

Match/Merge Setup Details

page:

In the

Path Components

section, click

Add

The following image shows the

Add Path Component

dialog box:

The

Add Path Component

dialog box appears.

In the

Display Name

field, enter Party Address Rel as the name for the match path component that you want to display in the Hub Console.

The

Physical Name

field is populated based on the display name for the match path component that you enter. Physical name is the name of the path component in the database.

The following image shows the

Add Path Component

dialog box:

The

Add Path Component

dialog box appears with the name fields populated.

Ensure that the

Check for missing children

option is enabled.

The option is enabled by default. When enabled, matching occurs between the parent base object records and their associated child base object records. Matching occurs even if the parent base object records do not have child records in the child base object for which the option is enabled.

Match key generation depends on the configuration of the

Check for missing children

option. If the

Check for missing children

option is disabled, and if the parent record has no child records, match keys are not generated for the parent record.

From the Constraints section, select a constraint, and click

The Party Address Rel path component appears in the Path Components section.

The following image shows the

Paths

tab of the

Match/Merge Setup Details

page:

Add the Address base object to the match path as a child of the Party Address Rel match path component.

From the Path Components section on the

Paths

tab, select the

Party Address Rel

match path component.

Click

Add

The

Add Path Component

dialog box appears.

In the

Display Name

field, enter the name that you want to display in the Hub Console for the Address base object.

From the Constraints section, select a constraint, and click

The Address path component appears in the Path Components section as a child of the Party Address Rel match path component. The direction of the relationship appears as Child-to-Parent.

The following image shows the

Paths

tab of the

Match/Merge Setup Details

page with path components:

To include individuals and exclude organizations for matching, configure a filter for the Party base object that has the Party Type column.

From the Path Components section, select the

Root for C_Party

match path component.

In the Filters section, click

Add

The

Add Filter

dialog box appears.

From the

Column

list, select

Party Type

From the

Operator

list, select

Beside the

Values

field, click

Edit

The

Edit Values

dialog box appears.

Click

Add

The

Add Value

dialog box appears.

In the Value field, enter

Individual

, and click

Click

The filter for the Party Type column appears in the Filters section. The filter for the Party Type column ensures that records such as Ryerson Area Med Ctr that belong to the party type Organization are excluded for match key generation. Only records such as Rachel Arsen and Ahmed Rauf that belong to the Person party type are included for match key generation.

Rename Saved Search

Table of Contents

Configuration Guide

Configuration Guide

Adding Match Path Components

Adding Match Path Components