Manage Custom Match Rules and Scoring

This topic describes how to enable the custom match rules and scoring functionality.

Use the following procedure to enable custom match rules for account and contact. Note that custom match rules are available only for account and contact.

  1. In the Setup and Maintenance work area, go to the following:

    • Offering: Customer Data Management

    • Functional Area: Data Quality Foundation

    • Task: Manage Enterprise Data Quality Matching Configurations

  2. On the Manage Enterprise Data Quality Matching Configurations page, drill down on the predefined or the user-defined matching configuration, for which you want to enable or disable custom match rules and scoring.

  3. Scroll down to the Scoring Type drop-down list and select Custom from the Real-Time or Batch tabs on the Edit Match Configuration page.

  4. Click Save or Save and Close