Defining Manual Match Rules

Define one manual match rule that contains one or more rule conditions.

To create a manual match rule:

1. Navigate to the Match Process tab of the match type in which you want to add a match rule and then click the Match Rules tab. See Defining the Match Process.
2. Under Manual Match Rule, click Configure.

   The Edit Rule dialog appears. By default, there is a rule that contains the balancing attribute specified in Default Attribute Mapping. You can update the tolerance limits for this rule.

3. Click New to add a new rule condition.

4. Select the attributes from the source system and subsystem that must be matched for this rule condition. Group member attributes can also be used in match rule conditions.

   In Match Tolerance, specify how the attributes must be matched by selecting one of the following: Matches Exactly, Matches with Tolerance, or Matches with Contains Operator.

   If Match Tolerance is set to Matches with Tolerance:

   • In Use, select one of the following: Match Process Limits, Custom Limits.
   • For Auto Match rules that compare Date attributes only: Select Business Calendar to use the business calendar while comparing date values.
   • Select Use percentage tolerance if you want to match attribute values using a percentage tolerance.
   • In From and To, specify values for the lower and upper tolerance limits allowed when matching attribute values.

   If Match Tolerance is set to Matches with Contains Operator, you select the source system attribute, subsystem attribute, and specify whether the source system attribute must contain the subsystem attribute, or vice versa.

   Note:

   When the Match Tolerance is set to Matches with Tolerance:

   • The data type of the attributes must be Integer, Number, or Date.
   • The key attribute of a group attribute cannot be used in a match rule.
5. (Optional) Set up default adjustment and support values for the match process. See Setting Up Default Adjustment Values.
6. Click Save.