Viewing promotion rules

You can view the list of promotion rules and the details for each rule from the Master entities page.

Viewing list of promotion rules

To view the list of promotion rules:

  1. Click the Oracle icon Image of the application navigation button. Use it to access the different parts of Oracle Unity. in the bottom-right corner to open the navigation menu.
  2. Select Master entities.
  3. Under Master entities, click the master entity you want to view.

    4. An image of the list of master entities

  4. Click the Promotion tab.

    5. An image of the promotion rules tab

Tip: You can also view promotion information by clicking Promotion within the visual display of the ID resolution pipeline in the middle of the page.

Each promotion rule will display the following information.

  • Rule name: The name used to identify the promotion rule in the application.
  • Status: Indicates if the rule is currently Active or Inactive.
  • Rule ID: The unique ID associated with the deduplication rule in the application.
  • Attributes used: The attributes used in the promotion rule. Click the More link to view the full list of attributes.
  • Last updated: The date the rule was last updated and the name of the user that updated it.

Viewing promotion rule details

To view details on an individual promotion rule:

  1. Click the Oracle icon Image of the application navigation button. Use it to access the different parts of Oracle Unity. in the bottom-right corner to open the navigation menu.
  2. Select Master entities.
  3. Under Master entities, click the master entity you want to view.

    4. An image of the list of master entities

  4. Click the Promotion tab.

    5. An image of the promotion rules tab

    Tip: You can also view promotion information by clicking Promotion within the visual display of the ID resolution pipeline in the middle of the page.

  5. Under Rule name, click to select the promotion you want to view.

    6. An image of the list of promotion rules

The page for the promotion rule will display.

An image of the promotion rule details page

You can review the following sections on the page.

Attributes to be promoted

This section displays the attributes from the master entity data object that will be populated after applying promotion criteria.

Promotion criteria

This section displays the conditions for the promotion rule. Customer records will be promoted in the order that is displayed. Each criteria has a specific merge type that defines how the promotion rule will select a value from multiple customer records:

  • MIN: Selects the lowest value.
  • MAX: Selects the highest value.
  • NOT_NULL: Eliminates records with null values before moving to the next promotion rule.
  • Group and score: Creates a group of data attributes and gives each a score. Data records score points when the attribute in a data record contains a value. The data set from the highest-scoring data record is the one that gets promoted.
  • Most trusted value: Identifies a data object and evaluates its trustworthiness based on provided logic. It then promotes the data set containing the most trusted value. For example, the most trusted email address might be the one that the customer has consented to receive email messages from, as opposed to the email address that is unsubscribed from receiving email messages.

Promotion rules in JSON

To view a promotion rule in JSON, click Edit.

An image of the edit button

Learn more about Managing promotion rules.

Default promotion rules for MasterCustomer

Review the default promotion rules for the MasterCustomer master entity and view them in JSON.

Promotion rule ID 1

This rule promotes the highest fidelity contact record (first name, last name, middle name, suffix, prefix, date of birth, age, and gender).

Promotion criteria:

  • GROUP_AND_SCORE

  • MOST_TRUSTED_VALUE

  • MAX

[
  {
    "tenantId": 100173,
    "name": "MasterCustomer_ruleId1",
    "versionTS": 1583969467016,
    "active": true,
    "lastModifiedBy": "system",
    "createdTS": 1562190930797,
    "tableId": "MasterCustomer",
    "ruleId": "MasterCustomer_ruleId1",
    "atomic": true,
    "outputAttributes": [
      {
        "atype": ".ReferenceAttribute",
        "tableName": "customer",
        "attributeName": "FirstName"
      },
      {
        "atype": ".ReferenceAttribute",
        "tableName": "customer",
        "attributeName": "LastName"
      },
      {
        "atype": ".ReferenceAttribute",
        "tableName": "customer",
        "attributeName": "MiddleName"
      },
      {
        "atype": ".ReferenceAttribute",
        "tableName": "customer",
        "attributeName": "Suffix"
      },
      {
        "atype": ".ReferenceAttribute",
        "tableName": "customer",
        "attributeName": "Prefix"
      },
      {
        "atype": ".ReferenceAttribute",
        "tableName": "customer",
        "attributeName": "BirthDate"
      },
      {
        "atype": ".ReferenceAttribute",
        "tableName": "customer",
        "attributeName": "Gender"
      },
      {
        "atype": ".ReferenceAttribute",
        "tableName": "customer",
        "attributeName": "Age"
      }
    ],
    "configs": [
      {
        "tenantId": 100173,
        "name": "confId_1_FirstName",
        "versionTS": 1583969467094,
        "active": true,
        "createdTS": 1562190930825,
        "tableId": "MasterCustomer",
        "ruleId": "MasterCustomer_ruleId1",
        "configId": "confId_1_FirstName",
        "mergeType": "GROUP_AND_SCORE",
        "attribute": {
          "atype": ".ReferenceAttribute",
          "tableName": "customer",
          "attributeName": "FirstName"
        },
        "order": 1,
        "score": 2
      },
      {
        "tenantId": 100173,
        "name": "confId_1_LastName",
        "versionTS": 1583969467171,
        "active": true,
        "createdTS": 1562190930852,
        "tableId": "MasterCustomer",
        "ruleId": "MasterCustomer_ruleId1",
        "configId": "confId_1_LastName",
        "mergeType": "GROUP_AND_SCORE",
        "attribute": {
          "atype": ".ReferenceAttribute",
          "tableName": "customer",
          "attributeName": "LastName"
        },
        "order": 1,
        "score": 1
      },
      {
        "tenantId": 100173,
        "name": "confId_2",
        "versionTS": 1583969467248,
        "active": true,
        "createdTS": 1562190930878,
        "tableId": "MasterCustomer",
        "ruleId": "MasterCustomer_ruleId1",
        "configId": "confId_2",
        "mergeType": "MOST_TRUSTED_VALUE",
        "attribute": {
          "atype": ".ReferenceAttribute",
          "tableName": "customer",
          "attributeName": "okToEmail"
        },
        "order": 2,
        "arguments": {
          "MostTrustedValues": {
            "1": "N",
            "2": "Y"
          },
          "MostTrustedValueDefault": 0
        }
      },
      {
        "tenantId": 100173,
        "name": "confId_3",
        "versionTS": 1583969467323,
        "active": true,
        "createdTS": 1562190930905,
        "tableId": "MasterCustomer",
        "ruleId": "MasterCustomer_ruleId1",
        "configId": "confId_3",
        "mergeType": "MAX",
        "attribute": {
          "atype": ".ReferenceAttribute",
          "tableName": "customer",
          "attributeName": "IsActive"
        },
        "order": 3
      },
      {
        "tenantId": 100173,
        "name": "confId_4",
        "versionTS": 1583969467397,
        "active": true,
        "createdTS": 1562190930931,
        "tableId": "MasterCustomer",
        "ruleId": "MasterCustomer_ruleId1",
        "configId": "confId_4",
        "mergeType": "MAX",
        "attribute": {
          "atype": ".ReferenceAttribute",
          "tableName": "customer",
          "attributeName": "RowModifiedTS"
        },
        "order": 4
      }
    ]
  }
]

Promotion rule ID 2

This rule promotes the most complete mailing address (address line 1, address line 2, Zip code or postal code, country, state, city, and unit).

Promotion criteria:

  • GROUP_AND_SCORE

  • MAX

[
  {
    "tenantId": 100173,
    "name": "MasterCustomer_ruleId2",
    "versionTS": 1583969466240,
    "active": true,
    "lastModifiedBy": "system",
    "createdTS": 1562190930497,
    "tableId": "MasterCustomer",
    "ruleId": "MasterCustomer_ruleId2",
    "atomic": true,
    "outputAttributes": [
      {
        "atype": ".ReferenceAttribute",
        "tableName": "address",
        "attributeName": "AddressLine1"
      },
      {
        "atype": ".ReferenceAttribute",
        "tableName": "address",
        "attributeName": "AddressLine2"
      },
      {
        "atype": ".ReferenceAttribute",
        "tableName": "address",
        "attributeName": "ZipCode"
      },
      {
        "atype": ".ReferenceAttribute",
        "tableName": "address",
        "attributeName": "Country"
      },
      {
        "atype": ".ReferenceAttribute",
        "tableName": "address",
        "attributeName": "State"
      },
      {
        "atype": ".ReferenceAttribute",
        "tableName": "address",
        "attributeName": "City"
      },
      {
        "atype": ".ReferenceAttribute",
        "tableName": "address",
        "attributeName": "ApartmentNo"
      }
    ],
    "configs": [
      {
        "tenantId": 100173,
        "name": "confId_1_AddressLine1",
        "versionTS": 1583969466354,
        "active": true,
        "createdTS": 1562190930530,
        "tableId": "MasterCustomer",
        "ruleId": "MasterCustomer_ruleId2",
        "configId": "confId_1_AddressLine1",
        "mergeType": "GROUP_AND_SCORE",
        "attribute": {
          "atype": ".ReferenceAttribute",
          "tableName": "address",
          "attributeName": "AddressLine1"
        },
        "order": 1,
        "score": 7
      },
      {
        "tenantId": 100173,
        "name": "confId_1_AddressLine2",
        "versionTS": 1583969466433,
        "active": true,
        "createdTS": 1562190930556,
        "tableId": "MasterCustomer",
        "ruleId": "MasterCustomer_ruleId2",
        "configId": "confId_1_AddressLine2",
        "mergeType": "GROUP_AND_SCORE",
        "attribute": {
          "atype": ".ReferenceAttribute",
          "tableName": "address",
          "attributeName": "AddressLine2"
        },
        "order": 1,
        "score": 2
      },
      {
        "tenantId": 100173,
        "name": "confId_1_ZipCode",
        "versionTS": 1583969466509,
        "active": true,
        "createdTS": 1562190930581,
        "tableId": "MasterCustomer",
        "ruleId": "MasterCustomer_ruleId2",
        "configId": "confId_1_ZipCode",
        "mergeType": "GROUP_AND_SCORE",
        "attribute": {
          "atype": ".ReferenceAttribute",
          "tableName": "address",
          "attributeName": "ZipCode"
        },
        "order": 1,
        "score": 10
      },
      {
        "tenantId": 100173,
        "name": "confId_1_Country",
        "versionTS": 1583969466587,
        "active": true,
        "createdTS": 1562190930608,
        "tableId": "MasterCustomer",
        "ruleId": "MasterCustomer_ruleId2",
        "configId": "confId_1_Country",
        "mergeType": "GROUP_AND_SCORE",
        "attribute": {
          "atype": ".ReferenceAttribute",
          "tableName": "address",
          "attributeName": "Country"
        },
        "order": 1,
        "score": 6
      },
      {
        "tenantId": 100173,
        "name": "confId_1_City",
        "versionTS": 1583969466662,
        "active": true,
        "createdTS": 1562190930635,
        "tableId": "MasterCustomer",
        "ruleId": "MasterCustomer_ruleId2",
        "configId": "confId_1_City",
        "mergeType": "GROUP_AND_SCORE",
        "attribute": {
          "atype": ".ReferenceAttribute",
          "tableName": "address",
          "attributeName": "City"
        },
        "order": 1,
        "score": 6
      },
      {
        "tenantId": 100173,
        "name": "confId_1_State",
        "versionTS": 1583969466742,
        "active": true,
        "createdTS": 1562190930662,
        "tableId": "MasterCustomer",
        "ruleId": "MasterCustomer_ruleId2",
        "configId": "confId_1_State",
        "mergeType": "GROUP_AND_SCORE",
        "attribute": {
          "atype": ".ReferenceAttribute",
          "tableName": "address",
          "attributeName": "State"
        },
        "order": 1,
        "score": 4
      },
      {
        "tenantId": 100173,
        "name": "confId_2",
        "versionTS": 1583969466819,
        "active": true,
        "createdTS": 1562190930689,
        "tableId": "MasterCustomer",
        "ruleId": "MasterCustomer_ruleId2",
        "configId": "confId_2",
        "mergeType": "MAX",
        "attribute": {
          "atype": ".ReferenceAttribute",
          "tableName": "address",
          "attributeName": "RowModifiedTS"
        },
        "order": 2
      }
    ]
  }
]

Promotion rule ID 3

This rule promotes the most appropriate email address (email address, and OKtoEmail).

Promotion criteria:

  • NOT_NULL

  • MOST_TRUSTED_VALUE

  • MAX

[
  {
    "tenantId": 100173,
    "name": "MasterCustomer_ruleId3",
    "versionTS": 1583969465709,
    "active": true,
    "lastModifiedBy": "system",
    "createdTS": 1562190930274,
    "tableId": "MasterCustomer",
    "ruleId": "MasterCustomer_ruleId3",
    "atomic": true,
    "outputAttributes": [
      {
        "atype": ".ReferenceAttribute",
        "tableName": "customer",
        "attributeName": "Email"
      },
      {
        "atype": ".ReferenceAttribute",
        "tableName": "customer",
        "attributeName": "okToEmail"
      }
    ],
    "configs": [
      {
        "tenantId": 100173,
        "name": "confId_1",
        "versionTS": 1583969465781,
        "active": true,
        "createdTS": 1562190930302,
        "tableId": "MasterCustomer",
        "ruleId": "MasterCustomer_ruleId3",
        "configId": "confId_1",
        "mergeType": "NOT_NULL",
        "attribute": {
          "atype": ".ReferenceAttribute",
          "tableName": "customer",
          "attributeName": "Email"
        },
        "order": 1
      },
      {
        "tenantId": 100173,
        "name": "confId_2",
        "versionTS": 1583969465866,
        "active": true,
        "createdTS": 1562190930330,
        "tableId": "MasterCustomer",
        "ruleId": "MasterCustomer_ruleId3",
        "configId": "confId_2",
        "mergeType": "MOST_TRUSTED_VALUE",
        "attribute": {
          "atype": ".ReferenceAttribute",
          "tableName": "customer",
          "attributeName": "okToEmail"
        },
        "order": 2,
        "arguments": {
          "MostTrustedValues": {
            "1": "N",
            "2": "Y"
          },
          "MostTrustedValueDefault": 0
        }
      },
      {
        "tenantId": 100173,
        "name": "confId_3",
        "versionTS": 1583969465941,
        "active": true,
        "createdTS": 1562190930358,
        "tableId": "MasterCustomer",
        "ruleId": "MasterCustomer_ruleId3",
        "configId": "confId_3",
        "mergeType": "MAX",
        "attribute": {
          "atype": ".ReferenceAttribute",
          "tableName": "customer",
          "attributeName": "IsActive"
        },
        "order": 3
      },
      {
        "tenantId": 100173,
        "name": "confId_4",
        "versionTS": 1583969466015,
        "active": true,
        "createdTS": 1562190930386,
        "tableId": "MasterCustomer",
        "ruleId": "MasterCustomer_ruleId3",
        "configId": "confId_4",
        "mergeType": "MAX",
        "attribute": {
          "atype": ".ReferenceAttribute",
          "tableName": "customer",
          "attributeName": "RowModifiedTS"
        },
        "order": 4
      }
    ]
  }
]

Promotion rule ID 4

This rule promotes the most appropriate mobile phone number (phone number, OKtoText).

Promotion criteria:

  • NOT_NULL

  • MOST_TRUSTED_VALUE

  • MAX

[
  {
    "tenantId": 100173,
    "name": "MasterCustomer_ruleId4",
    "versionTS": 1583969465218,
    "active": true,
    "lastModifiedBy": "system",
    "createdTS": 1562190930048,
    "tableId": "MasterCustomer",
    "ruleId": "MasterCustomer_ruleId4",
    "atomic": true,
    "outputAttributes": [
      {
        "atype": ".ReferenceAttribute",
        "tableName": "customer",
        "attributeName": "Phone"
      },
      {
        "atype": ".ReferenceAttribute",
        "tableName": "customer",
        "attributeName": "okToText"
      }
    ],
    "configs": [
      {
        "tenantId": 100173,
        "name": "confId_1",
        "versionTS": 1583969465288,
        "active": true,
        "createdTS": 1562190930080,
        "tableId": "MasterCustomer",
        "ruleId": "MasterCustomer_ruleId4",
        "configId": "confId_1",
        "mergeType": "NOT_NULL",
        "attribute": {
          "atype": ".ReferenceAttribute",
          "tableName": "customer",
          "attributeName": "Phone"
        },
        "order": 1
      },
      {
        "tenantId": 100173,
        "name": "confId_2",
        "versionTS": 1583969465359,
        "active": true,
        "createdTS": 1562190930109,
        "tableId": "MasterCustomer",
        "ruleId": "MasterCustomer_ruleId4",
        "configId": "confId_2",
        "mergeType": "MOST_TRUSTED_VALUE",
        "attribute": {
          "atype": ".ReferenceAttribute",
          "tableName": "customer",
          "attributeName": "okToText"
        },
        "order": 2,
        "arguments": {
          "MostTrustedValues": {
            "1": "N",
            "2": "Y"
          },
          "MostTrustedValueDefault": 0
        }
      },
      {
        "tenantId": 100173,
        "name": "confId_3",
        "versionTS": 1583969465433,
        "active": true,
        "createdTS": 1562190930136,
        "tableId": "MasterCustomer",
        "ruleId": "MasterCustomer_ruleId4",
        "configId": "confId_3",
        "mergeType": "MAX",
        "attribute": {
          "atype": ".ReferenceAttribute",
          "tableName": "customer",
          "attributeName": "IsActive"
        },
        "order": 3
      },
      {
        "tenantId": 100173,
        "name": "confId_4",
        "versionTS": 1583969465506,
        "active": true,
        "createdTS": 1562190930163,
        "tableId": "MasterCustomer",
        "ruleId": "MasterCustomer_ruleId4",
        "configId": "confId_4",
        "mergeType": "MAX",
        "attribute": {
          "atype": ".ReferenceAttribute",
          "tableName": "customer",
          "attributeName": "RowModifiedTS"
        },
        "order": 4
      }
    ]
  }
]

Learn more

Managing promotion rules

Master entities

Deduplication rules

Intelligent attributes

Creating master entities

Viewing deduplication rules

Editing deduplication rules

master entity, master entities, what is a master entity, data schema, data model, promotion rule, what is a promotion rule, view promotion rules