Duplicating Auto Match Rules

A new Auto Match rule can be created by duplicating an existing rule. You can then edit the new rule and modify it as required.

If the status of the match type is Pending, Service Administrators and users with the Match Types - Manage application role can duplicate Auto Match rules.

To duplicate an Auto Match rule:

1. From the Home page, select Application, then Match Types.
2. On the Match Types tab, select the match type you are working with.

   The Edit Match Type tab displays.

3. Select the Match Processes tab.

   Details such as match process name, data sources, and default attribute mapping are displayed.

4. Click the Match Rules tab.
5. Select the rule that must be duplicated. Then, from Actions, select Duplicate.
6. Click Yes in the Confirm dialog.

   The duplicated rule is listed just below the original rule, with its order being 1 higher than the rule from which it was duplicated. The name of the duplicate rule is <original_rule> 1.

You can edit the duplicated rule and modify its rule type, conditions, match status, and adjustment details as required.