Siebel Marketing User Guide > Managing Lists > Process of Importing and Managing External Lists >

Matching Approach and Match Resolution

You need to specify how you want duplicates handled before importing a list. If Siebel Data Quality is not installed or enabled, you can elect to the use the exact match matching approach. If Data Quality is enabled, you can use Data Quality (intelligent matching) as the only matching approach or you can use Data Quality with exact matching. For more information, see Siebel Data Quality Administration Guide. You can choose one of three modes for match resolution, as described in this topic.

Reject Import Record Mode

In this mode, if a match is detected by the matching process, any incoming records matching existing contacts or prospects are not added as new records in the database. Instead, the matching record which already exists in the database is associated with the list. Each skipped record is recorded in the List Import log file for reference. If the incoming record matches more than one existing record, the record with the highest matching score is added to the list and listed in the list import log file.

Overwrite Existing Record Mode

In this mode, if a match is detected by the matching process, any incoming records can overwrite the existing match in the database. The columns that can be overwritten are set by the administrator for the List Import Format used by the file. To set which fields are updated by an incoming record, navigate to the List Import Formats view in the List Management screen and select the Allow Field Updates check box. For reference, the List Import log file records all records that are updated as well as the old and new values for any updated fields.

If you use Overwrite Existing Record as the matching approach and an imported field value does not match any value on the bounded LOV, then the application does not change the field on the existing prospect record (the original value is preserved).

NOTE:  Update Existing Duplicates Mode only updates prospect records. It does not update contact records.

Create Additional Record Mode

In this mode, matches are detected but the incoming record is added to the database as new prospect without changing or overwriting the preexisting record. Using this mode the administrator can resolve any matches later on a case-by-case basis or by using the Siebel Data Quality module. To resolve duplicates, you can use the Duplicate Prospect Resolution view tab in the Data Quality view of the Data Administration screen. In resolve mode, all matches are recorded in the list import log file.

NOTE:  If the matching process detects a matching contact, the match results do not appear in the Data Quality resolution views. This process can only display matching prospects for resolution.