Match Rule Configuration Example

Match Rule Configuration Example

Setting a Match Rule as an Automerge Match Rule

Setting a Match Rule as an Automerge Match Rule

To queue matched records for automerge during the match process, set the match rule as an automerge match rule.
  1. Select the manual merge match rule with the typical match level that you want to change to an automerge match rule.
  2. Click
    Move Up
    .
    The manual merge match rule changes to an automerge match rule.
    The following image shows the
    Match Rule Sets
    tab with an automerge match rule and a manual merge match rule that is configured for the WS match rule set:
    The Match Rule Sets tab with an autommerge match rule, and a manual merge match rule.
  3. Click
    Save
    .
    The
    Rule Set Evaluation
    dialog box appears.
  4. Click
    OK
    .
    The match rules that you created are saved.

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