Creating and Running New Matches

Matching enables you to compare incoming request items for added nodes to existing nodes in a list or hierarchy viewpoint. Therefore, the first step in a matching operation is to create a request with the request items that you want to match. You can create the request manually (see Making Changes Interactively), using a request load file (see Making Changes Using a Load File), or via a subscription (see Subscribing to Viewpoints).

Best Practice

When matching and merging request items in a hierarchy viewpoint, it is a best practice to merge the parent nodes and apply the changes before merging the child nodes. For example, if your request contains geographical information for City, State, and Country, merge and apply the changes for Country first, then State, and then City.

Considerations

You must have Data Manager permission or greater on the dimension that contains the node type in order to run matching for that node type.

To create and run a new match:

After you have created or loaded the request items that you want to run matching for, perform the following actions to create and run a match:

  1. From the viewpoint with the open request, click the Match and Deduplicate matching icon tab on the left side of the viewpoint window.
  2. In the Match Pane, click New Create match icon, and then select Match Request Items.

    Note:

    The following conditions must be true in order to create a new match:
    • You must be in an open request in the view.
    • The request must have at least one request item with an Add action.
  3. On the New Match screen, perform these actions:
    1. Select the application for the match. Only the applications that contain request items with Add actions in the request are available for selection.
    2. Select the node type for the match. Only node types for request items in the request are displayed.
    3. Select the data source for the match. Only data sources for the request items with the selected node type in the request are displayed.
    4. Click Run Match.

    The matching operation is started using the defined match rules for the node type and data source, and a progress bar is displayed. When the matching operation has finished, the match result set is displayed. See Understanding Match Results.