Configuring Deduplication Rules

Deduplication rules are configured to detect duplicate records during data import and contact creation. Some examples are: manual contact record creation, Web form submissions, or during contact imports. First, create the rules and then arrange them in order of preferred sequence. Oracle CRM On Demand Marketing matches the new contact entry against any contact already in the database by matching each rule in the sequential order defined. Whenever a match is identified for any rule, Oracle CRM On Demand Marketing marks the record as a duplicate record. Rather than creating a new record, the existing record is updated with the latest information according to the merge rules defined in the import configuration or by default if the field is blank.

How Data Deduplication Works

This topic describes how data deduplication works:

• Oracle CRM On Demand Marketing is designed to enforce a search before create paradigm.

• Before creating a new record, Oracle CRM On Demand Marketing checks for an existing record based on the rules defined. If a matching record is found, Oracle CRM On Demand Marketing updates the existing record. If no records match, it creates a new record.

• You can define deduplication rules for each entity and also define the order of precedence for the rules.

• Indicate whether uppercase and lowercase character-sensitivity is required in the deduplication rule by selecting the Ignore Case check box if case is not required, or leaving it blank if case is required.

To configure deduplication rules

1. Click Admin in the upper-right corner of the screen.

2. In the Registration Management section, click Deduping Rules.

3. Click Add.

4. Select the check boxes next to the attributes upon which to base the new rule, and click the arrow to add them to the right hand column.

5. Indicate whether the rule matches case or ignores case, and click Save.

6. Arrange the rules in order, by clicking Sequence.

7. Select the rule that you want to reposition, then click the up arrow or down arrow.

8. To apply dedupe rules to Web form submission click the related check box.

Oracle CRM On Demand Marketing displays all attribute fields that can be used to create a new rule. For existing rules, no editing is provided. They can be deleted by clicking the Delete icon in the Existing Rules section.