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Profile Auto Match Rules Configuration

The Profile Auto Match Rules Configuration is accessed from Configuration>Profiles>Profile Auto Merge Setup>Rules when the user has been granted the Profile Config>Profile Automerge Configuration user permission and can be configured either as match rules for individual data fields or for data field combinations, where the weighing points will only apply if all components in that combination match.

Internal Match Criteria

Internal Match Criteria includes the profile elements that are checked for a primary match before the profiles are merged. These items are not configurable and are visible to the user on the Profile Auto Merge Rule Criterias screen. These are the base for every weighing point matching activity and if Internal Match Criteria fails, then no further weighing point match is attempted. Internal Match Criteria that are looked at before the Merge Rules include the following:

Profile Type

Value

INDIVIDUAL

CLIENT ID

 

CREDIT CARD

 

INTERNAL ID

 

LAST + FIRST + ADDRESS1

 

LAST + PHONE

 

MEMBERSHIP NO

 

PASSPORT

COMPANY

CREDIT CARD

 

INTERNAL ID

 

NAME + ADDRESS1

 

NAME + PHONE

 

NAME_CODE

GROUP

CREDIT CARD

 

INTERNAL ID

 

NAME + ADDRESS1

 

NAME + PHONE

 

NAME_CODE

SOURCE

CREDIT CARD

 

INTERNAL ID

 

NAME + ADDRESS1

 

NAME + PHONE

 

NAME_CODE

TRAVEL AGENT

CREDIT CARD

 

INTERNAL ID

 

NAME + ADDRESS1

 

NAME + PHONE

 

NAME_CODE

Note: As Address1 is a Primary Element of the Address collection, it includes the State, City, Country, and Zip elements within it.

Overview

Once the internal entry match is successful, the system will continue matching on the defined weighing points. The configuration of Profile Auto Match Rules and weighing points is based on the configured chains and/or properties. Each profile type can be configured separately in the merge rules. Merge Rules can be set as a combination of fields.

Note: When the Profiles>Chain Ownership application function is set to Y, each profile type will need to be configured for a rule as only one rule can be assigned to a specific chain and as such all profile types will need to be set up for the rule.

Profile Auto Match Rules Configuration

profile_auto_match_rule_configuration

Search Criteria

Rule Code. Select the down arrow to choose a specific Rule Code to search for.

Profile Type. Select the down arrow to choose a specific Profile Type to view the configured Rule Codes for.

Search Results Grid

Rule Code. Configured Rule Code.

Profile Type. Profile Type that the Rule Code has been configured for.

Button Functions

Search. Select to search for results based on the search criteria entered.

All. Click to select all of the Rule Codes that are displayed in the Search Results Grid.

None. Click to de-select any of the Rule Codes that are selected in the Search Results Grid.

Details. Select to define the weighting points for profile matches based on the data field/combination of data fields.

profile_auto_merge_rule_setup_otions_details

See Profile Auto Merge Match Criteria for details.

See Profile Auto Merge Match Points Configuration for details.

See Profile Auto Merge Do Not Merge for details.

New. Select to create a new Rule Code and Profile Type for a Profile Auto Match Rule.

Delete. Select to delete the selected, or all of the selected, Rule Code(s).

Close. Select to close the screen.

See Also

Show Me

Profile Automerge Setup