Configuring Match and Merge

The Match and Merge setup uses a component model, 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

  1. Complete the one-time setup defined in the topic Initial Setup for Matching Algorithms.

  2. Configure one or more matching algorithms, as defined in the topic Configuring Matching Algorithms.

  3. Complete the one-time setup defined in the topic Initial Setup for Match Tuning.

  4. Configure a match tuning configuration, as defined in the topic Configuring Match Tuning.

  5. Review the traceability information for unmerge and create the required attributes, as defined in the topic Match and Merge Traceability.

Configure a Merge Solution

Use the following steps to configure your merging solution.

  1. Configure the Matching component model, as defined in the topic Configuring Matching Component Model.

  2. Configure the Merge Golden Record object type, as defined in the topic Configuring the Merge Golden Record Object Type.

  3. Configure the Matching - Merge Golden Record component model, as defined in the topic Configuring the Matching - Merge Golden Record Component Model.

  4. Configure the match criteria, as defined in the topic Match Criteria.

  5. Create the clerical review workflow, as defined in the topic Match and Merge Clerical Review - Merge.

  6. Determine the unmerge method to be ad hoc or via workflow as defined in the topic Match and Merge Clerical Review - Unmerge.

  7. Create the merge action handlers, as defined in the topic Configuring Merge Golden Record Match Action Handlers.

  8. Configure the merge golden record match action, as defined in the topic Configuring Merge Golden Record Match Action.

  9. Set up survivorship rules, as defined in the topic Survivorship in Match and Merge.

  10. Determine and configure the data exchange method, as defined in the topic Configuring the Match Data Exchange Method.

  11. Set up an event processor, as defined in the topic Configuring the Merge Event Processor.

  12. Set up and learn to use Web UI for merging and unmerging, as defined in the topic Configuring and Using Match and Merge in Web UI.