You define a match rule set when you create a set, as well as update or copy an existing set.

Procedure

1. Enter the basic information for the match rule set, including its name and the purpose of all match rules in the set. The Bulk Duplicate Identification purpose is not used in match rule sets because bulk duplicate identification processes in bulk. For match rule sets to function effectively, the records must be processed row by row.

   Note: After a set is first created and compiled, you cannot change the purpose when you later update or copy the match rule set.

2. Specify a fallback match rule, at least one match rule to include in the set, and the conditions under which to use each match rule. All combinations of the condition components must be unique.

   Note: If a match rule set with Search purpose is used to render search UI, then the superset of all attributes in the set is the displayed search criteria.

   For example, to run a match rule for Australian addresses, you define the condition as:

   • Entity: Address

   • Attribute: Country

   • Operation: Equals

   • Value: Australia

     Note: The value is not case sensitive.

3. Define the order in which the match rule set conditions are evaluated. The first condition to be met determines which match rule runs.

   You can save the match rule set definition and compile it later. A new or updated match rule set cannot be used until it is compiled. See: Compiling Match Rules.