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 Initial Setup for Matching Algorithms topic here.
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Configure a matching algorithm, as defined in the Configuring Matching Algorithms topic here.
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Complete the one-time setup defined in the Initial Setup for Match Tuning topic here.
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Configure a match tuning configuration, as defined in the Configuring Match Tuning topic here.
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 Configuring Matching Component Model topic here.
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Configure the Link Golden Record object type, as defined in the Configuring the Link Golden Record Object Type topic here.
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Configure the Matching - Link Golden Record component model, as defined in the Configuring the Match - Link Golden Record Component Model topic here.
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Configure the match criteria, as defined in the Match Criteria topic here.
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Configure the link golden record match action, as defined in the Configuring the Link Golden Record Match Action topic here.
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Set up survivorship rules, as defined in the Survivorship in Match and Link topic here.
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Set up an event processor, as defined in the Configure the Link Event Processor topic here.
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Set up Web UI, as defined in the Match and Link in Web UI topic here.
For more information on how to optimize the Match and Link configuration, refer to the Matching and Linking Recommendations topic in the System Administration documentation here.