Setting Up Search/Match

A unique identifier for the search.

The type of business object for which this search is performed. Only the Person type is currently supported.

A brief description of the search rule.

The order of field appearance inside a search parameter.

The field to be assigned to this search rule code. When the user tabs out, the associated field description is automatically populated in the Field Description field.

A brief description of the search field.

Select this check box to make the value for the search field required for use in the search rule. If the check box is not selected, blank or nonexistent data is permitted in the field.

The criteria for evaluating the field. The following options are available:

• Begins With: The value must begin with this data. Default start position is 1; this cannot be modified. Only character-based data is allowed.

• Contains: The value must contain this data, either preceded by or followed by other data. The default starting position is 1, and only character-based data is allowed.

• Equals: The value must exactly match the data.

• Not Used: Do not use this field in the search. If this option is selected, it takes precedence over the Required validation and the field is not included in the duplicate checking criteria.

The starting position where character comparison is to start (this value is read-only unless the Usage value is Contains).

The number of characters from the start position to include in the comparison.

The number of characters in the search field. When the user tabs out of the search field after specifying a field, the system automatically displays the total number of characters associated with the selected search field.

The name of the search parameter.

The type of business object for which this search is performed. Only the Person type is currently supported.

A brief description of the search parameter.

Select Active or Inactive from the list.

The order in which to apply the search rule codes for this search parameter. The most restrictive search rule should be ordered lowest and least restrictive ordered highest.

The search rule code to be used in the search. When the user tabs out of this field after selecting a rule code, the Rule Code Description is automatically populated.

A brief description of the search rule code.

Click the link to navigate to the Search/Match Rules Codes Setup page where you can view or edit the rule definition.

Click this button to save the Search/Match parameter. At this point, new Search/Match rules are added to and deleted rules are removed from the corresponding Result Action Configuration.

The Search Criteria are delivered as system data; you should not modify them.

Click this button perform standard duplicate checking based on the selected search parameter. The search checks duplicates based on the order of its configured search rules from the most restrictive to the least restrictive.

Initially, this section is empty because no Search/Match parameter has been specified. After the user selects a Search/Match parameter, its corresponding Search Rule codes are displayed.

Click this link to view the details of the specific search/match rule for that row.

Click this button next to its corresponding Search Rule order if you want the Test Harness to find duplicates satisfying only the criteria defined in the selected Search Rule. If you click Selective Search and not enough required fields are populated to carry out the specific rule, then an error message is displayed.

The order number of the Search/Match Rule that found duplicate records in the CRM database. For a standard search, this is the first instance of the search/match rule that found duplicates based on the order of the most restrictive to the least restrictive based on the configuration of the search parameter. For a selective search, it is the corresponding user-selected search order.

This value corresponds to the Search Order Number in the original search as listed in the Search By Order Number section.

The total number of duplicate matches found.

A summary of the person information for the matched person.

Click this link to view more detailed information about the person.

Indicates the order in which the parameters are processed, from lowest number (most restrictive) to highest (least restrictive).

A description of the parameter.

Select the action for the system to take if one match is found for the imported person. Typically this is Update.

Select the action for the system to take if multiple matches are found for the imported person. Typically this is Suspend, so the administrator can review the records manually and determine the action to take.

Select Add if you want to add the person to the database if no matches are found, or select Suspend to place the person in the Suspended state so that an Administrator must review the record and decide on an action.

The identifier for the test.

A brief description of the test.

The configuration ID designated to specify what is to be done with imported records in the case of duplicates. The configuration ID is defined on the Result Action Configuration page.

A brief description of the configuration.