A match rule defines matching criteria in order to find matches between the incoming external (source system) items and Oracle Product Information Management Data Hub (PIMDH) items. Create match rules at the item catalog level.

After uploading the records into the interface table, PIMDH determines if cross-references for items exist in the production table. If the source system item matches a PIMDH item name, the system confirms the match. At the source system batch level, users can define the default matching rule and choose whether to run the matching rule automatically upon data upload. If you choose to run the matching rule automatically, then a concurrent request launches to find a match using the default matching rule for all unconfirmed records. Alternatively, you can select a match rule and launch the concurrent request to find a match for all unconfirmed items. You can run different matching rules against each batch one at a time while searching to match batch items to the appropriate PIMDH items. The matching process only applies to unconfirmed items. You cannot make changes to the batch while the matching concurrent request executes. The system searches to match source system items against all PIMDH items, including unapproved items.

   To create a match rule for an item catalog:

1. Navigate to the Setup Workbench. From the Items tab, click the Match Rules sub-tab. Click Create.

2. Name the match rule and provide a Description. Check Set as Default to have this match rule automatically appear as the default item catalog match rule for source systems. Optionally, you can select another default match rule when defining a source system.

3. Click Add Criteria.

4. Find and select the item attributes for which you want to add criteria using either the Attribute Name, Business Entity, or Attribute Group field. Click Apply.

   Choose from the following business entities:

   • Item

   • Item Organization/Store

   • Item Revision

   • Item Supplier

   Suggestion: You can match the following attributes by keywords, using fuzzy, stemming, and synonym searches:

   • item

   • item description

   • item long description

   • item catalog category

   • manufacturer

   • manufacturer part number

   • supplier

   • supplier part number

   All other attributes must match exactly. To use synonym searches, you must load a thesaurus into the database and set the site level EGO: Thesaurus for Matching profile option to Yes.

5. Once you have added all of the criteria, click Apply.

   To optionally create a match rule for an item catalog category:

After defining match rules at the item catalog level, you can optionally create additional match rules for individual item catalog categories.

1. Navigate to the Setup Workbench. Click the Item Catalog Categories tab. Search for the item catalog category, then click an item catalog category name link.

2. Select Match Rules from the list of options under the Item Catalog Categories sub-tab. From here, follow the same procedure to create match rules for the item catalog category as you did to create match rules for an item catalog.

   Note: The item catalog match rules are listed along with the item catalog category match rules, but you cannot update them from within the item catalog category.