Considerations for Selecting Sources of Match Rules and Scoring

The Customer Data Quality application comes with two options for match rules and scoring, predefined match rules (EDQ match rules) and custom match rules (Customer Data Management match rules).

You can use a drop-down button on the Enterprise Data Quality Matching Configuration page to select the match rules and scoring option best suited for your business requirements.

The predefined EDQ match rules include a single, view-only matching rule for each object such as account and contact. These match rules can't be edited, scores can't be changed, and no new rules can be added.

In case the predefined match rules aren't suitable for your business requirements, you should enable custom match rules and scoring. You should be able to turn on custom scoring by selecting Custom from the Scoring Type drop-down list on the Manage Enterprise Data Quality Matching Configurations UI page. You can use this functionality to create your own match rules and scores.