Note: The match rule purpose that you select determines various aspects of defining the match rule, for this as well as subsequent procedures.
Enter the basic information for the match rule, including its name and purpose.
Note: You cannot change a match rule's purpose after the match rule has been saved.
For match rules with Expanded Duplicate Identification, Bulk Duplicate Identification, or Integration Services purpose, specify for the search operator if a record must match any or all acquisition attributes to be considered a match.
Even if you select Match Any, a record still must match all acquisition attributes within the same entity, except Party. For example, for acquisition, you have only the Party Name and D-U-N-S Number attributes from the Party entity, and City and State from the Address entity. If a record matches only D-U-N-S Number, it is considered a match. If it matches only State, it is not considered a match. Because City is also from the Address entity, the record would need to match both City and State.
For match rules with Expanded Duplicate Identification, Bulk Duplicate Identification, or Integration Services purpose, indicate if the Allow Automerge check box must be selected. See: Automerge.
Caution: You cannot undo automatic merges. For Automerge, use only match rules that provide exact matches.
For match rules with Search purpose, indicate if the match rule can be used to identify existing records that are possible duplicates of a new record, to prevent duplicates from being saved.