The Match and Link setup uses two component models, an object type for golden records, a matching algorithm with match action and survivorship rules, and an event processor. These elements work together to identify potentially duplicate records and to ultimately provide golden records that hold the best data from your source records.
Prerequisites
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Complete the one-time setup defined in the topic Initial Setup for Matching Algorithms.
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Configure a matching algorithm, as defined in the topic Configuring Matching Algorithms.
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Complete the one-time setup defined in the topic Initial Setup for Match Tuning.
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Configure a match tuning configuration, as defined in the topic Configuring Match Tuning.
Configure a Match and Link Solution
Use the following steps to configure your matching and linking solution.
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Configure the Matching component model, as defined in the topic Configuring Match Tuning.
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Configure the Link Golden Record object type, as defined in the topic Configuring the 'Link Golden Record' Object Type.
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Configure the Matching - Link Golden Record component model, as defined in the topic Configuring the Matching - Link Golden Record Component Model.
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Configure the match criteria, as defined in the topic Match Criteria.
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Configure the link golden record match action, as defined in the topic Configuring the Link Golden Record Match Action.
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Set up survivorship rules, as defined in the topic Survivorship in Match and Link.
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Set up an event processor, as defined in the topic Configuring the Link Event Processor.
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Set up Web UI, as defined in the topic Match and Link in Web UI.
For more information on how to optimize the Match and Link configuration, refer to the topic Matching and Linking Recommendations in the System Administration documentation.