You define a match rule when you create a custom rule, update an existing custom rule, or copy an existing seeded or custom rule. You cannot update a seeded match rule.
When you define match rules, you can specify which attributes are important for matching and configure how the attributes should be evaluated. For each attribute that you use in a match rule, you also assign one or more transformations.
For example, you can define a match rule so that only records with the same transformed party name and party number attribute values are considered matches. You can also determine how matching or similar attributes are evaluated to provide meaningful search results or duplicate candidates.
For your business needs, you do not need to use all of the functions of match rules with the Expanded Duplicate Identification, Bulk Duplicate Identification, or the Integration Services purpose.
For the simplest type of matching, use only acquisition.
For ranking your results, use scoring.
For filtering results based on the scores, use thresholds.
Enter the basic information for the match rule. See: Entering Match Rule Details.
Select attributes for the match rule. See: Selecting Attributes and Defining Usage.
(Match rules with Bulk Duplicate Identification and Expanded Duplicate Identification purpose only) Define the usage of the attributes. See: Selecting Attributes and Defining Usage.
Assign transformations. For match rules with Bulk Duplicate Identification, Expanded Duplicate Identification, and Integration Services purpose only, also define scores and thresholds. Submit the match rule. See: Assigning Scores, Transformations, and Thresholds.
Compile the match rule. See: Compiling Match Rules.