How do you create links automatically using duplicate identification batches?

You can create a link using a duplicate identification batch and define subset rules to retrieve a subset of the records to link sales accounts and financial customers.

Subset rules, also known as batch selection criteria rules, specify the criteria for retrieving a subset of records in the batch. The data quality engine links records from this subset of records based on one of these rules:

• Match all keywords: Select this option to perform an AND operation.
• Match any keyword: Select this option to perform an OR operation.

Now that you have an overview of the task, let's first create a batch to link sales accounts and financial customers in the registry, and then create a rule to retrieve a subset of records where the customer was created before April 8, 2025 or the system date. Note that you can use predefined or custom attributes.

1. Go to Navigator > Customer Data Management > Duplicate Identification .
2. Click Actions > Create.

   The Create Duplicate Identification Batch page appears.

3. Enter a batch name and description.
   Note: Another way is to copy an existing batch and quickly create a new batch from it. You can modify the details for this batch before submitting it.
4. Specify the Batch Match Mode such as Against the Registry or Within the Batch.

   In the Within the Batch Match mode, the linking is limited to the records in a batch that meet the subset rule conditions. In the Against the Registry Batch Match mode, the process aggregates the records that meet the subset rule conditions in a batch, and these records are matched against one another and against other records in the database.

5. Specify the Party Type as Organization.
6. Specify the Automatic Processing option as Create Link Request for Sales Accounts and Financial Customers.
7. Provide the Batch Options. The batch options available depends upon the selected Automatic Processing Option. The following options are available when Create Link Request for Sales Accounts and Financial Customers is selected as the Automatic Processing Option:
   • Select an appropriate value for Cluster Key Level such as Typical.
   • Enter a value between 1 and 101, such as 70 for Match Threshold.
   • Enter a value between 1 and 101, such as 75 for Autolink Threshold.
     Note: You need to keep in mind that the Autolink Threshold value that you provide in the Batch Options area override the values set in the Manage Customer Hub Profile Options page.
   • Select Send Notifications to notify the status of the batch to all interested parties such as initiator or submitter.
8. Click Add menu option or button under Duplicate Identification Batch: Selection Criteria.
9. Specify the Apply Rules options as Match any keyword.
10. Enter the following sample information in the Duplicate Identification Batch: Selection Criteria table:

    Duplicate Identification Batch: Selection Criteria Sample

    Object	Attribute	Operator	Value
    Organization	Created	Before	8 April 2025 or System Date

11. Click Save and Close or Schedule per your requirement.