How do I manage Enterprise Data Quality matching configurations?

You can manage Enterprise Data Quality (EDQ) matching configurations using the Manage Enterprise Data Quality Matching Configurations setup task.

You can perform the following tasks as part of managing Enterprise Data Quality (EDQ) matching configurations.

Copying a predefined Enterprise Data Quality matching configuration
Editing a copy of the predefined Enterprise Data Quality matching configuration

Copy a Predefined Enterprise Data Quality Matching Configuration

To copy or make a duplicate of a predefined Enterprise Data Quality matching configuration, complete these steps:

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
On the Manage Enterprise Data Quality Matching Configurations page, select the Account Duplicate Identification match configuration, and click Duplicate.
Click Yes in the Warning dialog box.
Click Save to save the copy of the predefined configuration.

Note: You must save the copy of the predefined configuration, if you want to edit it.
Repeat Steps 2 to 4 to create copies of the predefined configuration for the Contact Duplicate Identification match configurations.

Edit a Copy of the Predefined Enterprise Data Quality Matching Configuration

To edit a copy of the predefined Enterprise Data Quality matching configuration, complete these steps:

Note: You can't edit the predefined Enterprise Data Quality configuration. You can only make a copy of it and edit it by following this procedure.

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
On the Manage Enterprise Data Quality Matching Configurations page, select the copy of Account Duplicate Identification match configuration that you created in Copying a Predefined Enterprise Data Quality Matching Configuration section, and click Edit.
Select the Active check box to set the Account Duplicate Identification match configuration as the active configuration.

Note: By default, the predefined configurations are always set to active. If there are one or more copies of the predefined configurations, then you can set any of them to active by selecting the Active check box. At any given point in time, only one configuration can be active.

Note: Also, note that the Usage option is set to Both, which indicates that the configuration is for both real-time and batch matching.

Note: You must rebuild keys before activating a new or copied configuration. For more information about Rebuilding Keys, see the Key Generation topic.
Click Yes in the Warning dialog box to set this configuration as active.
In the Match Attributes section, perform the following steps:
1. Select a row to edit the mapping, and click the drop-down button for the selected row.
2. Select the relevant attribute from the list.
3. If the list doesn't display the attribute that you want for the mapping including published custom fields, then click Search to search for the attribute.
  Note: To identify duplicates based on a custom field search the custom attribute in the Account attribute drop-down and then map it to any available unused EDQ attribute.
4. Select the relevant option and click OK.
Select a Cluster Key Level option. For example, select Typical.
In the Score Threshold field, enter a value between 0 and 100, such as 85. In the Match Results Display Limit field, enter a value between 0 and 100, such as 20.

Note: The Match Results Display Limit option isn't available for Batch.
Click Save.

Note: You can see the Automerge Threshold and Autolink Threshold values in the Batch tab. You can change these values in the Manage Customer Hub Profile Options page or override these values while creating the duplicate identification batch criteria rules.