Match Rule Configuration Example

Match Rule Configuration Example

Configuring Match Properties

Configuring Match Properties

To configure the match properties, use the Schema tool in the Hub Console.
  1. In the Hub Console, start the Schema tool.
  2. Acquire a write lock.
  3. In the navigation tree, expand the Party base object for which you want to configure match properties.
  4. Click
    Match/Merge Setup
    .
    The
    Match/Merge Setup Details
    page appears.
  5. Click the
    Properties
    tab.
    The
    Party Match/Merge Setup Details
    section appears.
  6. To configure match rules, you must set the following properties:
    Property
    Value and Description
    Match/Merge Strategy
    Fuzzy. Probabilistic match strategy that takes into account spelling variations, possible misspellings, and transpositions that are present in the data of individuals.
    Fuzzy Population
    US. A population that defines certain characteristics about the records that you want to match.
    The following image shows the
    Properties
    tab of the
    Match/Merge Setup Details
    page:
    The Properties tab of the Match/Merge Setup Details page shows the match and merge properties.

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