The match rules within your Matching/Ranking Configuration record reference a particular entity (Lead/Account/Contact) and determine how the analysis engine finds duplicates in your CRM.
The default set of Match Rules created under each of your Matching/Ranking Configurations are suitable for typical CRM systems where the usual built-in fields from the Lead/Account/Contact entities are used. Fields containing data that uniquely identifies a person or a business such as firstname, lastname, company name, telephone, email, street address, etc… are key to setting up proper rules for your dataset.
Let’s go over how to view/edit, disable/enable the default match rules, and create new rules.
Log in to the AutoMerge Management App and open your Customer record. Switch over to the “Matching/Ranking” tab to see all your configs records. Click open the Matching/Ranking Configuration for Contacts:
The five parts of a Matching/Ranking Configuration are:
We are focusing on the Matching Rules in this article:
Active Matching Rules are applied to the filtered dataset in order of the Processing Sequence. When a match (2 or more duplicates) is found, those records are tagged with the Match Type Name.
Simply Deactivate a Match Rule you don’t want to apply during the next Analysis.
The Summary gives you a concise one-line description of the rule. A match rule consists of an optional X-Field “Crossfield” and up to 10 regular Match-Fields each with their specific settings.
Let’s jump into a Match Rule to see how it works:
A match rule consists of
For the above FIRST-LAST-PHONE example, a match is successful when:
When you submit an Analysis>Tag Request against the above Matching/Ranking Configuration a textual snapshot of the Config is captured for historical reference. Because you can edit a Configuration over time, this snapshot gives you a reference point of what the matching/ranking rules looked like at submit time.