Match Rule Configuration Example

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Defining Match Columns

Define match columns for the Party base object.

In the

Match/Merge Setup Details

page for the Party base object, click the

Match Columns

tab.

Configure the fuzzy match key settings for the Party base object.

From the

Key Type

list, select

Person Name

The

Path Component

is set to

Root (Party)

, which is the path component for the

Person_Name

fuzzy match key that is added to the Match Columns section.

From the

Key Width

list, select

Standard

The search range for which the MDM Hub generates match keys is set to the standard size.

The following image shows the

Match Columns

tab with the Person Name fuzzy match key configured:

The Match/Merge Setup Details page with the Person Name fuzzy match key configured. The key type is set to Person Name. The key width is set to Standard. The Path Component is set to Root (Party).

The MDM Hub will generate match keys based on the Person Name fuzzy match key that you configured.

Define the Display Name column as the source column for the Person_Name fuzzy match key column.

In the Match Column Contents section, select the

Display Name

column from the

Available columns

list.

Click the right arrow.

The Display Name column moves to the

Selected columns

list, and the source column for the Person_Name match column is defined.

Add the fuzzy match column, Address_Part1, to contain street addresses.

Click

Add Fuzzy Match Column

The

Add Fuzzy Match Column

dialog box appears.

The following image shows the

Add Fuzzy Match Column

dialog box:

Beside the

Match Path Component

field, click

Edit

The

Match Path Component

dialog box appears.

The following image shows the

Select Match Path Component

dialog box:

Select the Address base object that contains the customer address data, and click

From the

Field Name

list, select

Address_Part1

From the

Available columns

list, select the

Address Line 1

and

Address Line 2

columns that you want to concatenate to create the Address_Part1 match column.

To move the columns to the

Selected columns

list, click the right arrow.

The Address Line 1 and Address Line 2 columns move to the

Selected columns

list. The columns are concatenated to create the Address_Part1 match column. The

Add Fuzzy Match Column

dialog box appears.

The following image shows the

Add Fuzzy Match Column

dialog box:

Click

The Address_Part1 match column is added to the Match Columns section.

The following image shows the

Match Columns

tab with the match columns configured for person name and address data:

Add the fuzzy match column, Address_Part2, for customer address data to contain city names and the state codes.

Click

Add Fuzzy Match Column

The

Add Fuzzy Match Column

dialog box appears.

Beside the

Match Path Component

field, click

Edit

The

Match Path Component

dialog box appears.

Select the Address base object that contains the customer address data, and click

From the

Field Name

list, select

Address_Part2

From the

Available columns

list, select the

City Name

and

State Cd

columns that you want to concatenate to create the Address_Part2 match column.

To move the columns to the

Selected columns

list, click the right arrow.

The City Name and State Cd columns move to the

Selected columns

list. The columns are concatenated to create the Address_Part2 match column.

Click

The Address_Part2 match column is added to the Match Columns section.

Add the exact match column, Postal_Area, to contain postal codes for customer addresses.

Click

Add Exact Match Column

The

Add Exact Match Column

dialog box appears.

Beside the

Match Path Component

field, click

Edit

The

Select Match Path Component

dialog box appears.

Select the Address base object that contains the customer address data, and click

From the

Field Name

list, select

Postal_Area

In the

Available columns

field name, select the

Postal Cd

column that you want to use to create the Postal_Area match column.

To move the column to the

Selected columns

list, click the right arrow.

The Postal Cd column moves to the

Selected columns

list.

Click

The Postal_Area match column is added to the Match Columns section.

The following image shows the

Match Columns

tab with the match columns configured for person name and address data:

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Table of Contents

Match Rule Configuration Example

Match Rule Configuration Example

Defining Match Columns

Defining Match Columns