4 Rulesets

The Ruleset facilitates identifying the similarity between two entities (customer, account, and so on) and derives a match. A Ruleset is a set of rules applied to the defined source and target entities and compares the entities' attributes to derive a match. OFS Cloud Service provides ready-to-use rulesets; however, you can modify these rulesets or create your own rulesets.

The process of creating Match Rule (s) is as follows:
Match Ruleset Workflow

Note:

The sum of weightage for mappings and groups for each rule must be 1.
Each Ruleset comprises multiple rules. The Ruleset compares the attributes defined in the rules for the source entity with the target entity and applies one of the match scoring mechanisms described in this document. The threshold value is defined in each level.
Threshold Value Levels

  • Ruleset (A): All the matches from the rules should cross this threshold.
  • Rule (B): All the attribute thresholds should cross this threshold.
  • Attribute (C): Based on the match, it checks across the threshold. Once it crosses the threshold, the record will be considered.