Profile Merge Rules

Merge rules determine if an external profile is automatically merged with an internal profile, if it is added as a new profile, or if it is staged. You set up and define merge rules based on a point value system. The point value system uses a lower and upper threshold to determine if profiles are a match. Points are based on the data fields that match between the profiles. Each data field is assigned a point value and the point values of all the fields are added to determine the threshold.

  • Upper Threshold – Profiles automatically merge when points are at or higher than the upper threshold value.

  • Lower Threshold – The system creates a new profile when points are at or below the lower threshold value.

  • Stages – The system suspends / stages a profile with a point value between the upper and lower thresholds. When a profile is staged, you must review the suspended profile and determine if it should be merged with an internal profile or added as a new profile.

Figure 14-1 Thresholds


This figure shows the upper and lower threshold values that are evaluated as part of the profile merge rule.

Parent topic: Client Relations Administration