Modifying a Master Index Standardization Definition

You can modify an existing standardization definition. Use caution when modifying standardization after a system is in production because it can cause inconsistent matching results.

To Modify a Standardization Definition (Configuration Editor)

1. In the Projects window, right-click the Configuration node in the project you want to modify, and then click Edit.

   The Configuration Editor appears.

2. Click the Standardization tab.

   The Standardization page appears.

3. In the Standardization Types list, select the definition you want to modify, and then click Edit.

   The Standardization Type dialog box appears.

4. Do any of the following:

   • Modify any of the fields or perform any of the functions described in Defining Master Index Fields to be Standardized.

   • To modify a variant, select the code under Variants, and then click Edit. Modify either field on the dialog that appears.

   • To remove a variant, select the code under Variants, and then click Remove. Click Yes on the dialog box that appears.

   • To remove a source field, select the field under Source fields to be standardized, and then click Remove. Click Yes on the dialog box that appears.

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     Note –

     There must be at least one field in this list.

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   • To edit a target field, select the field in the Specifying Target Mappings list and then click Edit.

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     Note –

     You can select new components, move selected components up and down in priority, and remove components.

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   • To delete a target field, select the field in the Specifying Target Mappings list, and then click Remove. Click Yes on the dialog box that appears.

5. When you are done making changes, click OK on the Standardization Type dialog box.

6. On the Configuration Editor toolbar, click Save.