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 Initial Setup for Matching Algorithms topic here.

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

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

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

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

Configure a Merge Solution

Use the following steps to configure your merging solution.

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

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

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

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

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

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

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

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

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

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

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

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