Relationship Manager allows users to manage relationships among existing parties in the TCA Registry. Relationship Manager uses the relationship types that you administer. See: Administering Relationships.
You can also set up Data Quality Management (DQM) for the party search in Relationship Manager. DQM provides powerful search functionality, based on a match rule that determines which search criteria are available and how to select and rank the results. You can use a seeded search match rule or create new rules. Relationship Manager's party search uses the rule that is assigned to the HZ: Match Rule for Relationship Manager Search profile option.
If you do not set up DQM, Relationship Manager provides a basic set of search criteria and uses standard search functionality.
Administer Data Quality Management.
Optionally create one or more match rules with the Search purpose.
When defining match rule thresholds, remember that a record's score must meet or exceed the match threshold to be displayed in the search results.
If you define a match rule set, remember that the superset of all attributes in the set is displayed as search criteria.
Assign the match rule that you want to use for the party search to the HZ: Match Rule for Relationship Manager Search profile option. See: Profile Options and Profile Categories.