This chapter covers the following topics:
Data Quality Management provides generic seeded match rules that you can use or base your custom match rules on. Other match rules are seeded for specific applications or features, but can be used otherwise depending on your business needs. See:
Important: You must compile all seeded match rules before you can use them. See: Compiling Match Rules, Oracle Trading Community Architecture Administration Guide.
Related Topics
Match Rules Overview, Oracle Trading Community Architecture Administration Guide
You can use these three generic seeded match rules to identify duplicates, in bulk:
That currently exist within your TCA Registry
Between interface tables and the TCA Registry
For example, you can use match rules with the Bulk Duplicate Identification purpose for batch de-duplication and Registry de-duplication in TCA Bulk Import.
Match rules with this purpose are used in the bulk duplicate identification process of DQM. See: Bulk Duplicate Identification, Oracle Trading Community Architecture Administration Guide and Bulk Duplicate Identification Matching Process, Oracle Trading Community Architecture Administration Guide.
You can use these nine generic seeded match rules to identify duplicates that currently exist within your TCA Registry, for example, through batch duplicate identification:
You can use these sixteen generic seeded match rules for search functionality:
Related Topics
The RM SEARCH RULE seeded match rule is provided specifically for Relationship Manager to search for existing relationships. See:
Setting Up Relationship Manager, Oracle Trading Community Architecture Administration Guide.
Five seeded match rules are provided specifically for de-duplication in Oracle Customer Data Librarian. You can use or base your custom match rules on any of these:
You can use these seeded match rules for profile options used to set up de-duplication. See: Setting Up De-Duplication, Oracle Customer Data Librarian Implementation Guide.
Four seeded match rules are provided specifically for simple and advanced searches of organizations and persons. For example, you can use these match rules to set profile options for the searches in Customers Online.
The CREDIT MANAGEMENT SEARCH match rule is seeded specifically for features in Oracle Credit Management.
These match rules are seeded specifically for features in Oracle Receivables.
SAMPLE: BASIC SEARCH RULE
SAMPLE: ADVANCED SEARCH RULE
See: Seeded Search Match Rules, Oracle Receivables Reference Guide.
Related Topics
The BULK MATCH: IDENTICAL ORGANIZATIONS match rule identifies duplicate parties of type Organization in bulk.
Purpose: Bulk Duplicate Identification
Search Operator: Match Any Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation |
|---|---|---|---|
| Address | Address | No | EXACT + WRADDRESS |
| Contact Name | Contact | No | EXACT + WRPERSON |
| D-U-N-S Number | Party | No | EXACT |
| Name | Party | No | EXACT + WRNAMES |
| Party Type | Party | Yes | EXACT |
| Phone Number | Contact Point | No | REVERSE PHONE NUMBER |
| Postal Code | Address | Yes | EXACT SPECIAL NOSPC |
| SIC Code | Party | Yes | EXACT |
| Taxpayer ID | Party | No | EXACT SPECIAL |
| Web Site | Contact Point | No | CLEANSE (URL) + WRDOMAIN |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 175 |
| Override Threshold | |
| Automatic Merge Threshold | 250 |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation | Weight (%) |
|---|---|---|---|---|
| Address | Address | 100 | EXACT + WRADDRESS | 100 |
| City | Address | 15 | EXACT | 100 |
| Contact Name | Contact | 20 | EXACT STRING | 100 |
| EXACT + WRPERSON | 90 | |||
| Country Code | Address | 5 | EXACT | 100 |
| D-U-N-S Number | Party | 200 | EXACT | 100 |
| Job Title | Contact | 10 | EXACT | 100 |
| Name | Party | 80 | EXACT STRING | 100 |
| EXACT + WRNAMES | 90 | |||
| Phone Number | Contact Point | 70 | EXACT SPECIAL | 100 |
| REVERSE PHONE NUMBER | 100 | |||
| State | Address | 5 | EXACT + WRSTATE | 100 |
| Taxpayer ID | Party | 200 | EXACT SPECIAL | 100 |
| Web Site | Contact point | 20 | CLEANSE (URL) + WRDOMAIN | 0 |
| EXACT (URL) | 100 |
The BULK MATCH: IDENTICAL PARTIES match rule identifies duplicate parties in bulk.
Purpose: Bulk Duplicate Identification
Search Operator: Match Any Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation |
|---|---|---|---|
| Address | Address | No | EXACT + WRADDRESS |
| Contact Name | Contact | No | EXACT + WRPERSON |
| D-U-N-S Number | Party | No | EXACT |
| E-Mail Address | Contact Point | No | FORCE UPPERCASE ONLY |
| Name | Party | No | EXACT + WRNAMES |
| Party Type | Party | Yes | EXACT |
| Phone Number | Contact Point | No | REVERSE |
| Postal Code | Address | Yes | EXACT SPECIAL NOSPC |
| SIC Code | Party | Yes | EXACT |
| Taxpayer ID | Party | No | EXACT SPECIAL |
| Web Site | Contact Point | No | EXACT (URL) |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 175 |
| Override Threshold | |
| Automatic Merge Threshold | 300 |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation | Weight (%) |
|---|---|---|---|---|
| Address | Address | 100 | EXACT + WRADDRESS | 100 |
| City | Address | 15 | EXACT | 100 |
| Contact Name | Contact | 20 | EXACT STRING | 100 |
| EXACT + WRPERSONE | 90 | |||
| Country Code | Address | 5 | EXACT | 100 |
| D-U-N-S Number | Party | 200 | EXACT | 100 |
| E-Mail Address | Contact Point | 60 | FORCE UPPERCASE ONLY | 100 |
| Job Title | Contact | 10 | EXACT | 100 |
| Name | Party | 80 | EXACT STRING | 100 |
| EXACT + WRNAMES | 90 | |||
| Phone Number | Contact Point | 70 | EXACT | 100 |
| Reverse | 100 | |||
| State | Address | 5 | EXACT + WRSTATE | 100 |
| Taxpayer ID | Party | 200 | EXACT SPECIAL | 100 |
| Web Site | Contact point | 20 | EXACT (URL) | 100 |
The BULK MATCH: IDENTICAL PERSONS match rule identifies duplicate parties of type Person in bulk.
Purpose: Bulk Duplicate Identification
Search Operator: Match Any Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation |
|---|---|---|---|
| Address | Address | No | EXACT + WRADDRESS |
| E-Mail Address | Contact Point | No | FORCE UPPERCASE ONLY |
| Name | Party | No | EXACT + WRNAMES |
| Party Type | Party | Yes | EXACT |
| Phone Number | Contact Point | No | REVERSE PHONE NUMBER |
| Postal Code | Address | Yes | EXACT SPECIAL NOSPC |
| Taxpayer ID | Party | No | EXACT SPECIAL |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 175 |
| Override Threshold | |
| Automatic Merge Threshold | 250 |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation | Weight (%) |
|---|---|---|---|---|
| Address | Address | 100 | EXACT + WRADDRESS | 100 |
| City | Address | 5 | EXACT | 100 |
| Country | Address | 5 | EXACT | 100 |
| E-Mail Address | Contact Point | 60 | FORCE UPPERCASE ONLY | 100 |
| Name | Party | 80 | EXACT STRING | 100 |
| EXACT + WRNAMES | 90 | |||
| Phone Number | Contact Point | 70 | EXACT SPECIAL | 100 |
| REVERSE PHONE NUMBER | 100 | |||
| State | Address | 5 | EXACT + WRSTATE | 100 |
| Taxpayer ID | Party | 200 | EXACT SPECIAL | 100 |
The CREDIT MANAGEMENT SEARCH match rule is used for credit management search.
Purpose: Search
Search Operator: Match All Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation |
|---|---|---|---|
| Account Number | Party | No | EXACT SPECIAL |
| Address | Address | No | CLEANSE SPECIAL + WRADDRESS |
| All Account Names | Party | No | CLEANSE SPECIAL + WRNAMES |
| City | Address | No | CLEANSE |
| Country Code | Address | No | EXACT |
| D-U-N-S Number | Party | No | EXACT |
| Name | Party | No | CLEANSE SPECIAL + WRNAMES |
| Postal Code | Address | No | EXACT SPECIAL NOSPC |
| Registry ID | Party | No | EXACT SPECIAL |
| State | Address | No | CLEANSE + WRSTATE |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 15 |
| Override Threshold | |
| Automatic Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation | Weight (%) |
|---|---|---|---|---|
| Account Number | Party | 100 | EXACT SPECIAL | 100 |
| Address | Address | 40 | CLEANSE SPECIAL + WRADDRESS | 80 |
| EXACT SPECIAL + WRADDRESS | 100 | |||
| All Account Names | Party | 50 | CLEANSE SPECIAL + WRNAMES | 80 |
| EXACT SPECIAL + WRNAMES | 100 | |||
| City | Address | 20 | CLEANSE | 80 |
| EXACT | 100 | |||
| Country Code | Address | 5 | EXACT | 100 |
| D-U-N-S Number | Party | 100 | EXACT | 100 |
| Name | Party | 40 | CLEANSE SPECIAL + WRNAMES | 80 |
| EXACT SPECIAL + WRNAMES | 100 | |||
| Postal Code | Address | 30 | EXACT SPECIAL NOSPC | 100 |
| Registry ID | Party | 100 | EXACT SPECIAL | 100 |
| State | Address | 10 | CLEANSE + WRSTATE | 80 |
| EXACT + WRSTATE | 100 |
The DL ADDRESS AND RELATIONSHIP SEARCH match rule searches for addresses or relationships for merge request mapping.
Purpose: Search
Search Operator: Match All Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation |
|---|---|---|---|
| Address | Address | No | CLEANSE SPECIAL + WRADDRESS |
| City | Address | No | CLEANSE |
| Country Code | Address | No | EXACT |
| County | Address | No | CLEANSE |
| Name | Party | No | CLEANSE SPECIAL + WRNAMES |
| Party Type | Party | No | EXACT |
| Postal Code | Address | No | EXACT SPECIAL NOSPC |
| Province | Address | No | CLEANSE |
| Registry ID | Party | No | EXACT SPECIAL |
| State | Address | No | CLEANSE + WRSTATE |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 27 |
| Override Threshold | |
| Automatic Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation | Weight (%) |
|---|---|---|---|---|
| Address | Address | 50 | CLEANSE SPECIAL + WRADDRESS | 80 |
| EXACT SPECIAL + WRADDRESS | 100 | |||
| City | Address | 30 | CLEANSE | 80 |
| EXACT | 100 | |||
| Country Code | Address | 5 | EXACT | 100 |
| County | Address | 15 | CLEANSE | 80 |
| EXACT | 100 | |||
| Name | Party | 40 | CLEANSE SPECIAL + WRNAMES | 80 |
| EXACT SPECIAL + WRNAMES | 100 | |||
| Postal Code | Address | 40 | EXACT SPECIAL NOSPC | 100 |
| Province | Address | 20 | CLEANSE | 80 |
| EXACT | 100 | |||
| Registry ID | Party | 80 | EXACT SPECIAL | 100 |
| State | Address | 20 | CLEANSE + WRSTATE | 80 |
| EXACT + WRSTATE | 100 |
Related Topics
Addresses and Relationships, Oracle Customer Data Librarian User Guide
The DL ADDRESS DEFAULT match rule identifies duplicate addresses as default suggestions for mapping addresses in merge requests.
Purpose: Expanded Duplicate Identification
Search Operator: Match All Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation |
|---|---|---|---|
| Address | Address | No | CLEANSE SPECIAL + WRADDRESS |
| City | Address | No | CLEANSE |
| Country Code | Address | No | EXACT |
| County | Address | No | CLEANSE |
| Postal Code | Address | No | EXACT SPECIAL NOSPC |
| Province | Address | No | CLEANSE |
| State | Address | No | CLEANSE + WRSTATE |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 85 |
| Override Threshold | |
| Automatic Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation | Weight (%) |
|---|---|---|---|---|
| Address | Address | 50 | CLEANSE SPECIAL + WRADDRESS | 80 |
| EXACT SPECIAL + WRADDRESS | 100 | |||
| City | Address | 20 | CLEANSE | 80 |
| EXACT | 100 | |||
| Country Code | Address | 5 | EXACT | 100 |
| County | Address | 15 | CLEANSE | 80 |
| EXACT | 100 | |||
| Postal Code | Address | 25 | EXACT SPECIAL NOSPC | 100 |
| Province | Address | 15 | CLEANSE | 80 |
| EXACT | 100 | |||
| State | Address | 15 | CLEANSE + WRSTATE | 80 |
| EXACT + WRSTATE | 100 |
Related Topics
Addresses, Oracle Customer Data Librarian User Guide
The DL RELATIONSHIP DEFAULT match rule identifies duplicate relationships as default suggestions for mapping relationships in merge requests.
Purpose: Expanded Duplicate Identification
Search Operator: Match All Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation |
|---|---|---|---|
| Address | Address | No | CLEANSE SPECIAL + WRADDRESS |
| City | Address | No | CLEANSE |
| E-Mail Address | Contact Point | No | CLEANSE (EMAIL) + WRDOMAIN |
| Job Title | Contact | No | EXACT |
| Name | Party | No | CLEANSE SPECIAL + WRNAMES |
| Postal Code | Address | No | EXACT SPECIAL NOSPC |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 160 |
| Override Threshold | |
| Automatic Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation | Weight (%) |
|---|---|---|---|---|
| Address | Address | 30 | CLEANSE SPECIAL + WRADDRESS | 70 |
| EXACT SPECIAL + WRADDRESS | 100 | |||
| City | Address | 15 | CLEANSE | 80 |
| EXACT | 100 | |||
| Country Code | Address | 5 | EXACT | 100 |
| County | Address | 10 | CLEANSE | 80 |
| EXACT | 100 | |||
| E-Mail Address | Contact Point | 160 | CLEANSE (EMAIL) + WRDOMAIN | 80 |
| FORCE UPPERCASE ONLY | 100 | |||
| Job Title | Contact | 20 | EXACT | 100 |
| Name | Party | 200 | CLEANSE SPECIAL + WRNAMES | 80 |
| EXACT SPECIAL + WRNAMES | 100 | |||
| Phone Number | Contact Point | 140 | EXACT SPECIAL CTX | 100 |
| Postal Code | Address | 20 | EXACT SPECIAL NOSPC | 100 |
| Province | Address | 10 | CLEANSE | 80 |
| EXACT | 100 | |||
| State | Address | 10 | CLEANSE + WRSTATE | 80 |
| EXACT + WRSTATE | 100 |
Related Topics
Relationships, Oracle Customer Data Librarian User Guide
The DL SMART SEARCH match rule can be used for Smart Search to search for potential duplicate parties from which you create merge requests.
Purpose: Search
Search Operator: Match All Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation |
|---|---|---|---|
| Address | Address | No | CLEANSE SPECIAL + WRADDRESS |
| City | Address | No | CLEANSE |
| Country Code | Address | No | EXACT |
| Name | Party | No | CLEANSE SPECIAL + WRNAMES SOUNDEX |
| Party Type | Party | No | EXACT |
| Registry ID | Party | No | EXACT SPECIAL |
| SIC Code | Party | No | EXACT |
| State | Address | No | EXACT + WRSTATE |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 33 |
| Override Threshold | |
| Automatic Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation | Weight (%) |
|---|---|---|---|---|
| Address | Address | 25 | CLEANSE SPECIAL + WRADDRESS | 80 |
| 100 | EXACT SPECIAL + WRADDRESS | 100 | ||
| City | Address | 10 | CLEANSE | 80 |
| EXACT | 100 | |||
| Country Code | Address | 5 | EXACT | 100 |
| Name | Party | 40 | CLEANSE SPECIAL + WRNAMES | 80 |
| EXACT SPECIAL + WRNAMES | 100 | |||
| SOUNDEX | 60 | |||
| Party Type | Party | 10 | EXACT | 100 |
| Registry ID | Party | 100 | EXACT SPECIAL | 100 |
| SIC Code | Party | 20 | EXACT | 100 |
| State | Address | 5 | EXACT + WRSTATE | 100 |
Related Topics
Smart Search, Oracle Customer Data Librarian User Guide
The DL SYSTEM DUPLICATE IDENTIFICATION match rule can be used for System Duplicate Identification to identify duplicate parties to include in SDI batches.
Purpose: Expanded Duplicate Identification
Search Operator: Match Any Attribute
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation |
|---|---|---|---|
| Address | Address | No | CLEANSE SPECIAL + WRADDRESS |
| City | Address | No | CLEANSE |
| Country Code | Address | No | EXACT |
| Name | Party | No | CLEANSE SPECIAL + WRNAMES SOUNDEX |
| Party Type | Party | No | EXACT |
| Registry ID | Party | No | EXACT SPECIAL |
| SIC Code | Party | No | EXACT |
| State | Address | No | EXACT + WRSTATE |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 100 |
| Override Threshold | |
| Automatic Merge Threshold | 100 |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation | Weight (%) |
|---|---|---|---|---|
| Address | Address | 25 | CLEANSE SPECIAL + WRADDRESS | 100 |
| City | Address | 10 | CLEANSE | 100 |
| Country Code | Address | 5 | EXACT | 100 |
| Name | Party | 100 | CLEANSE SPECIAL + WRNAMES | 80 |
| EXACT SPECIAL + WRNAMES | 100 | |||
| SOUNDEX | 70 | |||
| Party Type | Party | 10 | EXACT | 100 |
| Registry ID | Party | 100 | EXACT SPECIAL | 100 |
| SIC Code | Party | 20 | EXACT | 100 |
| State | Address | 5 | EXACT + WRSTATE | 100 |
Related Topics
Creating System Duplicate Identification Batches, Oracle Customer Data Librarian User Guide
The HZ_CONTACT_ADV_SEARCH_MATCH_RULE match rule is used for advanced searches for contacts.
Purpose: Search
Search Operator: Match All Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation |
|---|---|---|---|
| Address | Address | No | CLEANSE SPECIAL + WRADDRESS |
| City | Address | No | CLEANSE |
| Country Code | Address | No | EXACT |
| E-Mail Address | Contact Point | No | CLEANSE (EMAIL) + WRDOMAIN |
| Job Title | Contact | No | EXACT |
| Name | Party | No | CLEANSE SPECIAL + WRNAMES |
| Phone Number | Contact Point | 60 | EXACT SPECIAL CTX |
| Postal Code | Address | No | EXACT SPECIAL NOSPC |
| Province | Address | No | CLEANSE |
| State | Address | No | CLEANSE + WRSTATE |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 79 |
| Override Threshold | |
| Automatic Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation | Weight (%) |
|---|---|---|---|---|
| Address | Address | 40 | CLEANSE SPECIAL + WRADDRESS | 80 |
| EXACT SPECIAL + WRADDRESS | 100 | |||
| City | Address | 30 | CLEANSE | 80 |
| EXACT | 100 | |||
| Country Code | Address | 10 | EXACT | 100 |
| E-Mail Address | Contact Point | 60 | CLEANSE (EMAIL) + WRDOMAIN | 80 |
| FORCE UPPERCASE ONLY | 100 | |||
| Job Title | Contact | 20 | EXACT | 100 |
| Name | Party | 40 | CLEANSE SPECIAL + WRNAMES | 80 |
| EXACT SPECIAL + WRNAMES | 100 | |||
| Phone Number | Contact Point | 60 | EXACT SPECIAL CTX | 100 |
| Postal Code | Address | 40 | EXACT SPECIAL NOSPC | 100 |
| Province | Address | 20 | CLEANSE | 80 |
| EXACT | 100 | |||
| State | Address | 20 | CLEANSE + WRSTATE | 80 |
| EXACT + WRSTATE | 100 |
The HZ_CONTACT_SIMPLE_SEARCH_RULE match rule is used for basic searches for contacts.
Purpose: Search
Search Operator: Match All Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation |
|---|---|---|---|
| E-Mail Address | Contact Point | No | CLEANSE (EMAIL) + WRDOMAIN |
| Job Title | Contact | No | EXACT |
| Name | Party | No | CLEANSE SPECIAL + WRNAMES |
| Phone Number | Contact Point | 60 | EXACT SPECIAL CTX |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 80 |
| Override Threshold | |
| Automatic Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation | Weight (%) |
|---|---|---|---|---|
| E-Mail Address | Contact Point | 60 | CLEANSE (EMAIL) + WRDOMAIN | 80 |
| FORCE UPPERCASE ONLY | 100 | |||
| Job Title | Contact | 20 | EXACT | 100 |
| Name | Party | 40 | CLEANSE SPECIAL + WRNAMES | 80 |
| EXACT SPECIAL + WRNAMES | 100 | |||
| Phone Number | Contact Point | 60 | EXACT SPECIAL CTX | 100 |
The HZ_ORG_ADV_SEARCH_RULE match rule can be used for advanced searches of organizations, for example, the search in Customers Online.
Purpose: Search
Search Operator: Match Any Attribute
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation |
|---|---|---|---|
| Account Number | Party | No | EXACT SPECIAL |
| Address | Address | No | CLEANSE SPECIAL + WRADDRESS |
| City | Address | No | CLEANSE |
| Country Code | Address | No | EXACT |
| D-U-N-S Number | Party | No | EXACT |
| Name | Party | No | CLEANSE SPECIAL + WRNAMES WORD REPLACE + EXACT + REVERSE |
| Phone Number | Contact Point | No | EXACT SPECIAL CTX |
| Postal Code | Address | No | EXACT SPECIAL NOSPC |
| Province | Address | No | CLEANSE |
| Registry ID | Party | No | EXACT SPECIAL |
| State | Address | No | CLEANSE + WRSTATE |
| Taxpayer ID | Party | No | EXACT SPECIAL |
| Web Site | Contact Point | No | CLEANSE (URL) + WRDOMAIN |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 80 |
| Override Threshold | |
| Automatic Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation | Weight (%) |
|---|---|---|---|---|
| Account Number | Party | 60 | EXACT SPECIAL | 100 |
| Address | Address | 40 | CLEANSE SPECIAL + WRADDRESS | 80 |
| EXACT SPECIAL + WRADDRESS | 100 | |||
| City | Address | 30 | CLEANSE | 80 |
| EXACT | 100 | |||
| Country Code | Address | 10 | EXACT | 100 |
| D-U-N-S Number | Party | 60 | EXACT | 100 |
| Name | Party | 40 | CLEANSE SPECIAL + WRNAMES | 80 |
| EXACT SPECIAL + WRNAMES | 100 | |||
| Phone Number | Contact Point | 60 | EXACT SPECIAL CTX | 100 |
| Postal Code | Address | 40 | EXACT SPECIAL NOSPC | 100 |
| Province | Address | 20 | CLEANSE | 80 |
| EXACT | 100 | |||
| Registry ID | Party | 60 | EXACT SPECIAL | 100 |
| State | Address | 20 | CLEANSE + WRSTATE | 80 |
| EXACT + WRSTATE | 100 | |||
| Taxpayer ID | Party | 60 | EXACT SPECIAL | 100 |
| Web Site | Contact Point | 60 | CLEANSE (URL) + WRDOMAIN | 80 |
| EXACT (URL) | 100 |
The HZ_ORG_SIMPLE_SEARCH_RULE match rule can be used for simple searches of organizations, for example, the search in Customers Online.
Purpose: Search
Search Operator: Match Any Attribute
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation |
|---|---|---|---|
| Account Number | Party | No | EXACT SPECIAL |
| D-U-N-S Number | Party | No | EXACT |
| Name | Party | No | CLEANSE SPECIAL + WRNAMES |
| Registry ID | Party | No | EXACT SPECIAL |
| Taxpayer ID | Party | No | EXACT SPECIAL |
| Web Site | Contact Point | No | CLEANSE (URL) + WRDOMAIN |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 75 |
| Override Threshold | |
| Automatic Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation | Weight (%) |
|---|---|---|---|---|
| Account Number | Party | 60 | EXACT SPECIAL | 100 |
| D-U-N-S Number | Party | 60 | EXACT | 100 |
| Name | Party | 40 | CLEANSE SPECIAL + WRNAMES | 80 |
| EXACT SPECIAL + WRNAMES | 100 | |||
| Registry ID | Party | 60 | EXACT SPECIAL | 100 |
| Taxpayer ID | Party | 60 | EXACT SPECIAL | 100 |
| Web Site | Contact Point | 60 | CLEANSE (URL) + WRDOMAIN | 80 |
| EXACT (URL) | 100 |
The HZ_PERSON_ADVANCED_SEARCH_MATCH_RULE match rule can be used for advanced searches of persons, for example, the search in Customers Online.
Purpose: Search
Search Operator: Match Any Attribute
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation |
|---|---|---|---|
| Account Number | Party | No | EXACT SPECIAL |
| Address | Address | No | CLEANSE SPECIAL + WRADDRESS |
| City | Address | No | CLEANSE |
| Country | Address | No | EXACT |
| E-Mail Address | Contact Point | No | CLEANSE (EMAIL) + WRDOMAIN |
| Job Title | Contact | No | EXACT |
| Name | Party | No | CLEANSE SPECIAL + WRNAMES |
| Phone Number | Contact Point | No | EXACT SPECIAL CTX |
| Postal Code | Address | No | EXACT SPECIAL NOSPC |
| Province | Address | No | CLEANSE |
| Registry ID | Party | No | EXACT SPECIAL |
| State | Address | No | CLEANSE + WRSTATE EXACT + WRSTATE |
| Taxpayer ID | Party | No | EXACT SPECIAL |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 80 |
| Override Threshold | |
| Automatic Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation | Weight (%) |
|---|---|---|---|---|
| Account Number | Party | 60 | EXACT SPECIAL | 100 |
| Address | Address | 40 | CLEANSE SPECIAL + WRADDRESS | 80 |
| EXACT SPECIAL + WRADDRESS | 100 | |||
| City | Address | 30 | CLEANSE | 80 |
| EXACT | 100 | |||
| Country | Address | 10 | EXACT | 100 |
| E-Mail Address | Contact Point | 60 | CLEANSE (EMAIL) + WRDOMAIN | 80 |
| FORCE UPPERCASE ONLY | 100 | |||
| Job Title | Contact | 20 | EXACT | 100 |
| Name | Party | 40 | CLEANSE SPECIAL + WRNAMES | 80 |
| EXACT SPECIAL + WRNAMES | 100 | |||
| Phone Number | Contact Point | 60 | EXACT SPECIAL CTX | 100 |
| Postal Code | Address | 40 | EXACT SPECIAL NOSPC | 100 |
| Province | Address | 20 | CLEANSE | 80 |
| EXACT | 100 | |||
| Registry ID | Party | 60 | EXACT SPECIAL | 100 |
| State | Address | 20 | CLEANSE + WRSTATE | 80 |
| EXACT + WRSTATE | 100 | |||
| Taxpayer ID | Party | 60 | EXACT SPECIAL | 100 |
The HZ_PERSON_SIMPLE_SEARCH_RULE match rule can be used for simple searches of persons, for example, the search in Customers Online.
Purpose: Search
Search Operator: Match Any Attribute
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation |
|---|---|---|---|
| Account Number | Party | No | EXACT SPECIAL |
| E-Mail Address | Contact Point | No | CLEANSE (EMAIL) + WRDOMAIN |
| Job Title | Contact | No | EXACT |
| Name | Party | No | CLEANSE SPECIAL + WRNAMES |
| Phone Number | Contact Point | No | EXACT SPECIAL CTX |
| Registry ID | Party | No | EXACT SPECIAL |
| Taxpayer ID | Party | No | EXACT SPECIAL |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 79 |
| Override Threshold | |
| Automatic Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation | Weight (%) |
|---|---|---|---|---|
| Account Number | Party | 60 | EXACT SPECIAL | 100 |
| E-Mail Address | Contact Point | 60 | CLEANSE (EMAIL) + WRDOMAIN | 80 |
| FORCE UPPERCASE ONLY | 100 | |||
| Job Title | Contact | 20 | EXACT | 100 |
| Name | Party | 40 | CLEANSE SPECIAL + WRNAMES | 80 |
| EXACT SPECIAL + WRNAMES | 100 | |||
| Phone Number | Contact Point | 60 | EXACT SPECIAL CTX | 100 |
| Registry ID | Party | 60 | EXACT SPECIAL | 100 |
| Taxpayer ID | Party | 60 | EXACT SPECIAL | 100 |
The Integration Services: Identical Organizations match rule is used to identify duplicate organizations in the Customer Data Hub, when organization business object APIs or Create or a Save (create operation) Web services are used.
Purpose: Integration Services
Search Operator: Match All Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation |
| D-U-N-S Number | Party | No | Exact |
| Address | Address | No | EXACT +WRADDRESS |
| Name (Party Name) | Party | No | Exact String |
| EXACT +WRNAMES | |||
| Alias | Party | No | Exact |
| Party Type | Party | Yes | EXACT |
| Phone Number | Contact point | Exact Special | |
| REVERSE PHONENUMBER | |||
| Postal Code | Address | Yes | EXACT SPECIALNOSPC |
| SIC Code | Party | Yes | EXACT |
| Taxpayer ID | Party | No | Exact Special |
| Web Site | Contact Point | No | CLEANSE (URL) +WRDOMAIN |
| Exact URL |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
| Match Threshold | 80 |
| Override Threshold | |
| Automerge Threshold | 95 |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation | Weight (%) |
| D-U-N-S Number | Party | 200 | Exact | 100 |
| Address | Address | 100 | EXACT +WRADDRESS | 100 |
| Name | Party | 80 | Exact String | 100 |
| EXACT +WRNAMES | 90 | |||
| Alias | Party | 80 | Exact | 100 |
| Party Type | Party | N/A | EXACT | Use as filter |
| Phone Number | Contact point | 70 | Exact Special | 100 |
| REVERSE PHONENUMBER | 100 | |||
| Postal Code | Address | N/A | EXACT SPECIALNOSPC | Use as filter |
| SIC Code | Party | N/A | EXACT | Use as filter |
| Taxpayer ID | Party | 200 | Exact Special | 100 |
| Web Site | Contact Point | 20 | CLEANSE (URL) +WRDOMAIN | 0 |
| Exact URL | 100 |
The Integration Services: Identical Persons match rule is used to identify duplicate persons in the Customer Data Hub, when person business object APIs or Create or a Save (create operation) Web services are used.
Purpose: Integration Services
Search Operator: Match All Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation |
| Address | Address | No | EXACT +WRADDRESS |
| E-Mail Address | Contact Point | No | FORCEUPPERCASE ONLY |
| Name (Party Name) | Party | No | EXACT STRING |
| EXACT +WRNAMES | |||
| Prefix | Party | No | EXACT STRING |
| EXACT +WRNAMES | |||
| First Name | Party | No | EXACT STRING |
| EXACT +WRNAMES | |||
| Middle Name | Party | No | EXACT STRING |
| EXACT +WRNAMES | |||
| Last Name | Party | No | EXACT STRING |
| EXACT +WRNAMES | |||
| Suffix | Party | No | EXACT STRING |
| EXACT +WRNAMES | |||
| Party Type | Party | Yes | EXACT |
| Phone Number | Contact Point | EXACT SPECIAL | |
| Postal Code | Address | Yes | EXACT SPECIALNOSPC |
| Taxpayer ID | Party | No | Exact Special |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
| Match Threshold | 80 |
| Override Threshold | |
| Automerge Threshold | 95 |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation | Weight (%) |
| Address | Address | 100 | EXACT +WRADDRESS | 100 |
| E-Mail Address | Contact Point | 60 | FORCEUPPERCASE ONLY | 100 |
| Name (Party Name) | Party | 80 | EXACT STRING | 100 |
| EXACT +WRNAMES | 90 | |||
| Prefix | Party | 80 | EXACT STRING | 100 |
| EXACT +WRNAMES | 90 | |||
| First Name | Party | 80 | EXACT STRING | 100 |
| EXACT +WRNAMES | 90 | |||
| Middle Name | Party | 80 | EXACT STRING | 100 |
| EXACT +WRNAMES | 90 | |||
| Last Name | Party | 80 | EXACT STRING | 100 |
| EXACT +WRNAMES | 90 | |||
| Suffix | Party | 80 | EXACT STRING | 100 |
| EXACT +WRNAMES | 90 | |||
| Party Type | Party | N/A | EXACT | Use as filter |
| Phone Number | Contact Point | 70 | EXACT SPECIAL | 100 |
| Postal Code | Address | N/A | EXACT SPECIALNOSPC | Use as filter |
| Taxpayer ID | Party | 200 | Exact Special | 100 |
The RM SEARCH RULE match rule is used in Relationship Manager to determine the search criteria and results when you search for the party to manage relationships for.
Purpose: Search
Search Operator: Match All Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation |
|---|---|---|---|
| Address | Address | No | CLEANSE SPECIAL + WRADDRESS |
| City | Address | No | CLEANSE |
| Contact Name | Contact | No | CLEANSE SPECIAL + WRPERSON SOUNDEX |
| Country | Address | No | EXACT |
| E-Mail Address | Contact Point | No | CLEANSE (EMAIL) + WRDOMAIN |
| Name | Party | No | CLEANSE SPECIAL + WRNAMES SOUNDEX |
| Party Type | Party | Yes | EXACT |
| Phone Number | Contact Point | No | EXACT SPECIAL CTX |
| Postal Code | Address | No | EXACT SPECIAL NOSPC |
| Registry ID | Party | No | EXACT SPECIAL |
| SIC Code | Party | No | EXACT |
| SIC Code Version | Party | No | EXACT |
| State | Address | No | CLEANSE + WRSTATE |
| Taxpayer ID | Party | No | EXACT SPECIAL |
| Tax Registration Num | Party | No | EXACT SPECIAL |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 11 |
| Override Threshold | |
| Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation | Weight (%) |
|---|---|---|---|---|
| Address | Address | 40 | EXACT SPECIAL + WRADDRESS | 100 |
| CLEANSE SPECIAL + WRADDRESS | 80 | |||
| City | Address | 10 | CLEANSE | 80 |
| EXACT | 100 | |||
| Contact Name | Contact | 60 | EXACT SPECIAL + WRPERSON | 80 |
| CLEANSE SPECIAL + WRPERSON | 70 | |||
| EXACT STRING | 100 | |||
| SOUNDEX | 60 | |||
| Country | Address | 10 | EXACT | 100 |
| E-Mail Address | Contact Point | 80 | CLEANSE (EMAIL) + WRDOMAIN | 80 |
| FORCE UPPERCASE ONLY | 100 | |||
| Name | Party | 60 | CLEANSE SPECIAL + WRNAMES | 80 |
| EXACT SPECIAL + WRNAMES | 100 | |||
| SOUNDEX | 60 | |||
| Phone Number | Contact Point | 80 | EXACT SPECIAL CTX | 90 |
| Postal Code | Address | 15 | EXACT SPECIAL NOSPC | 100 |
| Registry ID | Party | 100 | EXACT SPECIAL | 100 |
| SIC Code | Party | 25 | EXACT | 100 |
| SIC Code Version | Party | 25 | EXACT | 100 |
| State | Address | 20 | EXACT + WRSTATE | 100 |
| CLEANSE + WRSTATE | 80 | |||
| Taxpayer ID | Party | 60 | EXACT SPECIAL | 100 |
| Tax Registration Num | Party | 100 | EXACT SPECIAL | 100 |
Related Topics
Searching for Parties and Viewing Results, Oracle Trading Community Architecture User Guide
The SAMPLE: ADDRESS_ORGANIZATIONS match rule identifies duplicate parties of type Organization based on party name and address.
Purpose: Expanded Duplicate Identification
Search Operator: Match All Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation Name |
|---|---|---|---|
| Name | Party | No | CLEANSE SPECIAL + WRNAMES |
| Party Type | Party | Yes | EXACT |
| Postal Code | Address | No | EXACT SPECIAL NOSPC |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 55 |
| Override Threshold | |
| Automatic Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation Name | Weight (%) |
|---|---|---|---|---|
| Address | Address | 60 | CLEANSE SPECIAL + WRADDRESS | 70 |
| EXACT SPECIAL + WRADDRESS | 100 | |||
| D-U-N-S Number | Party | 70 | EXACT | 100 |
| Name | Party | 50 | CLEANSE SPECIAL + WRNAMES | 70 |
| EXACT SPECIAL + WRNAMES | 90 | |||
| EXACT STRING | 100 | |||
| Tax Registration Num | Party | 70 | EXACT SPECIAL | 100 |
The SAMPLE: ADDRESS_PERSONS match rule identifies duplicate parties of type Person based on party name and address.
Purpose: Expanded Duplicate Identification
Search Operator: Match All Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation Name |
|---|---|---|---|
| Name | Party | No | CLEANSE SPECIAL + WRNAMES |
| Party Type | Party | Yes | EXACT |
| Postal Code | Address | No | EXACT SPECIAL NOSPC |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 65 |
| Override Threshold | |
| Automatic Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation Name | Weight (%) |
|---|---|---|---|---|
| Address | Address | 60 | CLEANSE SPECIAL + WRADDRESS | 70 |
| EXACT SPECIAL + WRADDRESS | 100 | |||
| Name | Party | 50 | CLEANSE SPECIAL + WRNAMES | 70 |
| EXACT SPECIAL + WRNAMES | 90 | |||
| EXACT STRING | 100 |
The SAMPLE: ADVANCED SEARCH RULE match rule is used is used for advanced search.
Purpose: Search
Search Operator: Match All Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation |
|---|---|---|---|
| Account Number | Party | No | EXACT SPECIAL |
| All Account Names | Party | No | CLEANSE SPECIAL + WRNAMES |
| Category Code | Party | No | EXACT |
| City | Address | No | CLEANSE |
| Corporation Class | Party | No | EXACT |
| Country | Address | No | EXACT |
| County | Address | No | CLEANSE |
| Customer Reference | Party | No | EXACT |
| Name | Party | No | CLEANSE SPECIAL + WRNAMES SOUNDEX |
| Party Type | Party | Yes | EXACT |
| Phone Number | Contact Point | No | EXACT SPECIAL CTX |
| Postal Code | Address | No | EXACT SPECIAL NOSPC |
| Province | Address | No | CLEANSE |
| Registry ID | Party | No | EXACT SPECIAL |
| SIC Code | Party | No | EXACT |
| SIC Code Version | Party | No | EXACT |
| State | Address | No | CLEANSE + WRSTATE |
| Tax Name | Party | No | CLEANSE |
| Tax Registration Num | Party | No | EXACT SPECIAL |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 9 |
| Override Threshold | |
| Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation | Weight (%) |
|---|---|---|---|---|
| Account Number | Party | 100 | EXACT SPECIAL | 100 |
| All Account Names | Party | 60 | EXACT SPECIAL + WRNAMES | 100 |
| Category Code | Party | 10 | EXACT | 100 |
| City | Address | 30 | CLEANSE | 80 |
| EXACT | 100 | |||
| Corporation Class | Party | 30 | EXACT | 100 |
| Country | Address | 30 | EXACT | 100 |
| County | Address | 20 | CLEANSE | 80 |
| EXACT | 100 | |||
| Customer Reference | Party | 20 | EXACT | 100 |
| Name | Party | 60 | CLEANSE SPECIAL + WRNAMES | 80 |
| EXACT SPECIAL + WRNAMES | 100 | |||
| SOUNDEX | 60 | |||
| Phone Area Code | Contact Point | 30 | EXACT SPECIAL | 100 |
| Phone Country Code | Contact Point | 10 | EXACT SPECIAL | 100 |
| Phone Number | Contact Point | 80 | EXACT SPECIAL CTX | 100 |
| Postal Code | Address | 35 | EXACT SPECIAL NOSPC | 100 |
| Province | Address | 20 | CLEANSE | 70 |
| Registry ID | Party | 100 | EXACT SPECIAL | 100 |
| SIC Code | Party | 30 | EXACT | 100 |
| SIC Code Version | Party | 10 | EXACT | 100 |
| State | Address | 20 | EXACT + WRSTATE | 100 |
| CLEANSE + WRSTATE | 80 | |||
| Tax Name | Party | 30 | CLEANSE | 80 |
| EXACT | 100 | |||
| Tax Registration Num | Party | 70 | EXACT SPECIAL | 80 |
The SAMPLE: BASIC SEARCH RULE match rule is used for basic search.
Purpose: Search
Search Operator: Match All Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation |
|---|---|---|---|
| All Account Names | Party | No | CLEANSE SPECIAL + WRNAMES |
| Account Number | Party | No | EXACT SPECIAL |
| Address | Address | No | CLEANSE SPECIAL + WRADDRESS |
| City | Address | No | CLEANSE |
| Contact Name | Contact | No | CLEANSE SPECIAL + WRPERSON SOUNDEX |
| Country | Address | No | EXACT |
| E-Mail Address | Contact Point | No | CLEANSE (EMAIL) + WRDOMAIN |
| Name | Party | No | CLEANSE SPECIAL + WRNAMES |
| Phone Number | Contact Point | No | EXACT SPECIAL CTX |
| Postal Code | Address | No | EXACT SPECIAL NOSPC |
| Registry ID | Party | No | EXACT SPECIAL |
| Site Number | Address | No | EXACT SPECIAL |
| State | Address | No | CLEANSE + WRSTATE |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 11 |
| Override Threshold | |
| Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation | Weight (%) |
|---|---|---|---|---|
| All Account Names | Party | 60 | CLEANSE SPECIAL + WRNAMES | 80 |
| EXACT SPECIAL + WRNAMES | 100 | |||
| Account Number | Party | 100 | EXACT SPECIAL | 100 |
| Address | Address | 40 | EXACT SPECIAL + WRADDRESS | 100 |
| CLEANSE SPECIAL + WRADDRESS | 70 | |||
| City | Address | 30 | CLEANSE | 70 |
| EXACT | 100 | |||
| Contact Name | Contact | 50 | CLEANSE SPECIAL + WRPERSON | 80 |
| SOUNDEX | 0 | |||
| EXACT SPECIAL + WRPERSON | 100 | |||
| Country | Address | 10 | EXACT | 100 |
| E-Mail Address | Contact Point | 80 | CLEANSE (EMAIL) + WRDOMAIN | 70 |
| FORCE UPPERCASE ONLY | 100 | |||
| Name | Party | 60 | CLEANSE SPECIAL + WRNAMES | 80 |
| EXACT SPECIAL + WRNAMES | 100 | |||
| SOUNDEX | 60 | |||
| Phone Number | Contact Point | 80 | EXACT SPECIAL CTX | 100 |
| Postal Code | Address | 20 | EXACT SPECIAL NOSPC | 100 |
| Registry ID | Party | 100 | EXACT SPECIAL | 100 |
| Site Number | Address | 50 | EXACT SPECIAL | 100 |
| State | Address | 20 | EXACT + WRSTATE | 100 |
The SAMPLE: ORGANIZATIONS_OPTIMIZED match rule identifies duplicate parties of type Organization.
Purpose: Expanded Duplicate Identification
Search Operator: Match All Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation Name |
|---|---|---|---|
| Address | Address | No | EXACT SPECIAL + WRADDRESS |
| DUNS Number | Party | No | EXACT |
| Name | Party | No | EXACT SPECIAL + WRNAMES |
| Party Type | Party | Yes | EXACT |
| Tax Registration Num | Party | No | EXACT SPECIAL |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 20 |
| Override Threshold | |
| Automatic Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation Name | Weight (%) |
|---|---|---|---|---|
| Address | Address | 19 | EXACT SPECIAL + WRADDRESS | 100 |
| DUNS Number | Party | 20 | EXACT | 100 |
| Name | Party | 19 | EXACT SPECIAL + WRNAMES | 100 |
| Tax Registration Num | Party | 20 | EXACT SPECIAL | 100 |
The SAMPLE: PERSON_OPTIMIZED match rule identifies duplicate parties of type Person.
Purpose: Expanded Duplicate Identification
Search Operator: Match All Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation Name |
|---|---|---|---|
| E-Mail Address | Contact Point | No | CLEANSE (EMAIL) + WRDOMAIN |
| Party Type | Party | Yes | EXACT |
| Phone Number | Contact Point | No | EXACT SPECIAL CTX |
| Tax Registration Num | Party | No | EXACT SPECIAL |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 15 |
| Override Threshold | |
| Automatic Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation Name | Weight (%) |
|---|---|---|---|---|
| E-Mail Address | Contact Point | 20 | CLEANSE (EMAIL) + WRDOMAIN | 75 |
| FORCE UPPERCASE ONLY | 100 | |||
| Phone Number | Contact Point | 20 | EXACT SPECIAL CTX | 100 |
| Tax Registration Num | Party | 20 | EXACT SPECIAL | 100 |
The SAMPLE: SEARCH match rule is for search interface based on commonly used attributes.
Purpose: Search
Search Operator: Match Any Attribute
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation Name |
|---|---|---|---|
| Address | Address | No | CLEANSE SPECIAL + WRADDRESS |
| City | Address | No | CLEANSE |
| Contact Name | Contact | No | CLEANSE SPECIAL + WRPERSON |
| D-U-N-S Number | Party | No | EXACT |
| E-Mail Address | Contact Point | No | CLEANSE (EMAIL) + WRDOMAIN |
| Name | Party | No | CLEANSE SPECIAL + WRNAMES |
| Postal Code | Address | No | EXACT SPECIAL NOSPC |
| Phone Number | Contact Point | No | EXACT SPECIAL CTX |
| State | Address | No | CLEANSE + WRSTATE |
| Web Site | Contact Point | No | CLEANSE (URL) + WRDOMAIN |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 17 |
| Override Threshold | |
| Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation Name | Weight (%) |
|---|---|---|---|---|
| Address | Address | 40 | EXACT SPECIAL + WRADDRESS | 100 |
| CLEANSE SPECIAL + WRADDRESS | 80 | |||
| City | Address | 30 | EXACT | 100 |
| CLEANSE | 80 | |||
| Contact Name | Contact | 40 | EXACT SPECIAL + WRPERSON | 100 |
| CLEANSE SPECIAL + WRPERSON | 80 | |||
| D-U-N-S Number | Party | 80 | EXACT | 100 |
| E-Mail Address | Contact Point | 60 | CLEANSE (EMAIL) + WRDOMAIN | 80 |
| FORCE UPPERCASE ONLY | 100 | |||
| Name | Party | 40 | CLEANSE SPECIAL + WRNAMES | 80 |
| EXACT SPECIAL + WRNAMES | 100 | |||
| Postal Code | Address | 30 | EXACT SPECIAL NOSPC | 100 |
| Phone Number | Contact Point | 60 | EXACT SPECIAL CTX | 100 |
| State | Address | 20 | CLEANSE + WRSTATE | 80 |
| EXACT + WRSTATE | 100 | |||
| Web Site | Contact Point | 60 | CLEANSE (URL) + WRDOMAIN | 90 |
The SAMPLE: SEARCH ADDRESS ORGANIZATIONS EXACT match rule is for search interfaces. The match rule is for a high performance search of addresses and organizations based only on Exact and Word Replacement transformations.
Purpose: Search
Search Operator: Match All Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation Name |
|---|---|---|---|
| Name | Party | No | CLEANSE SPECIAL + WRNAMES |
| Party Type | Party | Yes | EXACT |
| Postal Code | Address | No | EXACT SPECIAL NOSPC |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 32 |
| Override Threshold | |
| Automatic Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation Name | Weight (%) |
|---|---|---|---|---|
| Address | Address | 60 | CLEANSE SPECIAL + WRADDRESS | 70 |
| EXACT SPECIAL + WRADDRESS | 100 | |||
| D-U-N-S Number | Party | 70 | EXACT | 100 |
| Name | Party | 50 | CLEANSE SPECIAL + WRNAMES | 80 |
| EXACT SPECIAL + WRNAMES | 100 | |||
| Tax Registration Num | Party | 70 | EXACT SPECIAL | 100 |
The SAMPLE: SEARCH EXACT match rule is for search interfaces. The match rule is for a high performance and comprehensive search based only on Exact and Word Replacement transformations.
Purpose: Search
Search Operator: Match All Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation Name |
|---|---|---|---|
| Address | Address | No | EXACT SPECIAL + WRADDRESS |
| All Account Names | Party | No | EXACT SPECIAL + WRNAMES |
| Account Number | Party | No | EXACT SPECIAL |
| Category Code | Party | No | EXACT |
| City | Address | No | EXACT |
| Contact Name | Contact | No | EXACT SPECIAL + WRPERSON |
| Corporation Class | Party | No | EXACT |
| Country Code | Address | No | EXACT |
| County | Address | No | EXACT |
| Customer Reference | Party | No | EXACT |
| E-Mail Address | Contact Point | No | FORCE UPPERCASE ONLY |
| Name | Party | No | EXACT SPECIAL + WRNAMES |
| Party Type | Party | Yes | EXACT |
| Phone Number | Contact Point | No | EXACT SPECIAL CTX |
| Postal Code | Address | No | EXACT SPECIAL NOSPC |
| Province | Address | No | EXACT |
| SIC Code | Party | No | EXACT |
| SIC Code Version | Party | No | EXACT |
| State | Address | No | EXACT + WRSTATE |
| Tax Name | Party | No | EXACT |
| Tax Registration Num | Party | No | EXACT SPECIAL |
| Taxpayer ID | Party | No | EXACT SPECIAL |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 60 |
| Override Threshold | |
| Automatic Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation Name | Weight (%) |
|---|---|---|---|---|
| Address | Address | 60 | CLEANSE SPECIAL + WRADDRESS | 80 |
| EXACT SPECIAL + WRADDRESS | 100 | |||
| All Account Names | Party | 50 | EXACT SPECIAL + WRNAMES | 100 |
| Account Number | Party | 100 | EXACT SPECIAL | 100 |
| Category Code | Party | 10 | EXACT | 100 |
| City | Address | 30 | EXACT | 100 |
| Contact Name | Contact | 30 | EXACT SPECIAL + WRPERSON | 90 |
| EXACT STRING | 100 | |||
| Corporation Class | Party | 30 | EXACT | 100 |
| Country Code | Address | 30 | EXACT | 100 |
| County | Address | 20 | EXACT | 100 |
| Customer Reference | Party | 20 | EXACT | 100 |
| E-Mail Address | Contact Point | 70 | FORCE UPPERCASE ONLY | 100 |
| Name | Party | 50 | EXACT SPECIAL + WRNAMES | 100 |
| Phone Number | Contact Point | 70 | EXACT SPECIAL CTX | 100 |
| Postal Code | Address | 30 | EXACT SPECIAL NOSPC | 100 |
| Province | Address | 10 | EXACT | 100 |
| SIC Code | Party | 30 | EXACT | 100 |
| SIC Code Version | Party | 10 | EXACT | 100 |
| State | Address | 20 | EXACT + WRSTATE | 100 |
| Tax Name | Party | 30 | EXACT | 100 |
| Tax Registration Num | Party | 80 | EXACT SPECIAL | 100 |
| Taxpayer ID | Party | 100 | EXACT SPECIAL | 100 |
The SAMPLE: SEARCH SIMILAR ORGANIZATION EXACT match rule is for search interfaces. The match rule is for a high performance search of similar organizations based only on Exact and Word Replacement transformations.
Purpose: Search
Search Operator: Match All Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation Name |
|---|---|---|---|
| Address | Address | No | CLEANSE SPECIAL + WRADDRESS |
| Contact Name | Contact | No | EXACT SPECIAL + WRPERSON |
| D-U-N-S Number | Party | No | EXACT |
| Name | Party | No | CLEANSE SPECIAL + WRNAMES |
| Party Type | Party | Yes | EXACT |
| Phone Number | Contact Point | No | EXACT SPECIAL CTX |
| Postal Code | Address | No | EXACT SPECIAL NOSPC |
| Tax Registration Num | Party | No | EXACT SPECIAL |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 22 |
| Override Threshold | |
| Automatic Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation Name | Weight (%) |
|---|---|---|---|---|
| Address | Address | 60 | CLEANSE SPECIAL + WRADDRESS | 80 |
| EXACT SPECIAL + WRADDRESS | 100 | |||
| Contact Name | Contact | 30 | EXACT SPECIAL + WRPERSON | 90 |
| EXACT STRING | 100 | |||
| D-U-N-S Number | Party | 70 | EXACT | 100 |
| Name | Party | 50 | CLEANSE SPECIAL + WRNAMES | 90 |
| EXACT SPECIAL + WRNAMES | 100 | |||
| Phone Number | Contact Point | 65 | EXACT SPECIAL CTX | 100 |
| Postal Code | Address | 20 | EXACT SPECIAL NOSPC | 100 |
| Tax Registration Num | Party | 70 | EXACT SPECIAL | 100 |
The SAMPLE: SEARCH SIMILAR PERSON EXACT match rule is for search interfaces. The match rule is for a high performance search of similar persons based only on Exact and Word Replacement transformations.
Purpose: Search
Search Operator: Match All Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation Name |
|---|---|---|---|
| Address | Address | No | CLEANSE SPECIAL + WRADDRESS |
| E-Mail Address | Contact Point | No | CLEANSE (EMAIL) + WRDOMAIN |
| Name | Party | No | EXACT SPECIAL + WRNAMES |
| Postal Code | Address | No | EXACT SPECIAL NOSPC |
| Tax Registration Num | Party | No | EXACT SPECIAL |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 28 |
| Override Threshold | |
| Automatic Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation Name | Weight (%) |
|---|---|---|---|---|
| Address | Address | 60 | CLEANSE SPECIAL + WRADDRESS | 80 |
| EXACT SPECIAL + WRADDRESS | 100 | |||
| E-Mail Address | Contact Point | 65 | CLEANSE (EMAIL) + WRDOMAIN | 70 |
| FORCE UPPERCASE ONLY | 100 | |||
| Name | Party | 50 | EXACT SPECIAL + WRNAMES | 100 |
| EXACT STRING | 100 | |||
| Postal Code | Address | 20 | EXACT SPECIAL NOSPC | 100 |
| Phone Number | Contact Point | 65 | EXACT SPECIAL CTX | 100 |
| Tax Registration Num | Party | 100 | EXACT SPECIAL | 100 |
The SAMPLE: SIMILAR_ORGANIZATION match rule identifies duplicate parties of type Organization that have similar names, addresses, contacts, or contact points.
Purpose: Expanded Duplicate Identification
Search Operator: Match Any Attribute
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation Name |
|---|---|---|---|
| Address | Address | No | CLEANSE SPECIAL + WRADDRESS |
| Contact Name | Contact | No | CLEANSE SPECIAL + WRPERSON |
| D-U-N-S Number | Party | No | EXACT |
| Name | Party | No | CLEANSE SPECIAL + WRNAMES |
| Phone Number | Contact Point | No | EXACT SPECIAL CTX |
| Postal Code | Address | No | EXACT SPECIAL NOSPC |
| Tax Registration Num | Party | No | EXACT SPECIAL |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 100 |
| Override Threshold | |
| Automatic Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation Name | Weight (%) |
|---|---|---|---|---|
| Address | Address | 60 | CLEANSE SPECIAL + WRADDRESS | 80 |
| EXACT SPECIAL + WRADDRESS | 100 | |||
| Contact Name | Contact | 30 | CLEANSE SPECIAL + WRPERSON | 70 |
| EXACT SPECIAL + WRPERSON | 90 | |||
| EXACT STRING | 100 | |||
| D-U-N-S Number | Party | 100 | EXACT | 100 |
| Name | Party | 50 | CLEANSE SPECIAL + WRNAMES | 70 |
| EXACT SPECIAL + WRNAMES | 90 | |||
| EXACT STRING | 100 | |||
| Phone Number | Contact Point | 65 | EXACT SPECIAL CTX | 100 |
| Postal Code | Address | 20 | EXACT SPECIAL NOSPC | 100 |
| SIC Code | Party | 20 | EXACT | 100 |
| Tax Registration Num | Party | 100 | EXACT SPECIAL | 100 |
The SAMPLE: SIMILAR_PERSON match rule identifies duplicate parties of type Person that have similar names, address, or contact points.
Purpose: Expanded Duplicate Identification
Search Operator: Match All Attributes
This table shows the seeded attributes and transformations for the acquisition part of the matching process.
| Attribute Name | Entity | Filter | Transformation Name |
|---|---|---|---|
| Address | Address | No | CLEANSE SPECIAL + WRADDRESS |
| E-Mail Address | Contact Point | No | CLEANSE (EMAIL) + WRDOMAIN |
| Name | Party | No | CLEANSE SPECIAL + WRNAMES |
| Postal Code | Address | No | EXACT SPECIAL NOSPC |
| Tax Registration Num | Party | No | EXACT SPECIAL |
This table shows the seeded thresholds for the scoring part of the matching process.
| Threshold | Value |
|---|---|
| Match Threshold | 100 |
| Override Threshold | |
| Automatic Merge Threshold |
This table shows the seeded attributes and transformations for the scoring part of the matching process.
| Attribute Name | Entity | Score | Transformation Name | Weight (%) |
|---|---|---|---|---|
| Address | Address | 60 | CLEANSE SPECIAL + WRADDRESS | 70 |
| EXACT SPECIAL + WRADDRESS | 100 | |||
| E-Mail Address | Contact Point | 65 | CLEANSE (EMAIL) + WRDOMAIN | 70 |
| FORCE UPPERCASE ONLY | 100 | |||
| Name | Party | 50 | CLEANSE SPECIAL + WRNAMES | 60 |
| EXACT SPECIAL + WRNAMES | 90 | |||
| EXACT STRING | 100 | |||
| Phone Number | Contact Point | 65 | EXACT SPECIAL CTX | 100 |
| Postal Code | Address | 20 | EXACT SPECIAL NOSPC | 100 |
| Tax Registration Num | Party | 100 | EXACT SPECIAL | 100 |