Setting up match rules

Match rules determine the criteria against which the data that the user enters in the Dedupe Search Screen is compared to the records in the system.

When you're setting up match rules, you should consider the following:

  • The fields that you set up match rules on are used to deduplicate when a user adds or edits the record.
  • Only one match rule can be set up per table column. You must specify one type of match rule for Company Name, one for Address City.
  • The fields on the Deduplication search screens are based on the AND operator. The more information the user enters into the Deduplication search screen, the less likely that the system will detect a duplicate, since ALL the search criteria entered must be met—company name AND address AND city AND postcode.

To set up the match rules for the Company Dedupe Search Screen:

  1. Click <My Profile> | Administration | Data Management | Match Rules.
  2. Select Company and click Continue.
  3. Click New.
  4. Select a value for Match Field and Match Type.
  5. Click Save.
  6. Repeat these steps to set up a match rule for each field on the Company Dedupe screen, then repeat for the Person Dedupe screen.

Match Rule

Description

Exact

For example, a user must enter Design Right Inc. for the system to detect a duplicate with Design Right Inc.

Starting With

For example, a user must enter Des or Design for the system to detect a duplicate with Design Right Inc.

Contains

For example, a user could enter Des, Right or In for the system to detect a duplicate with Design Right Inc.

Does Not Match

For example, a user could enter Design Right Inc., and the system would detect duplicates in every company except Design Right Inc.

Phonetic

For example, a user could enter Greatecom, and the system would detect a duplicate with Gratecom.