Configuring SMART Profile - Match and Merge Rules

Adding Smart Profile Merge Rules

The rules are evaluated collectively, and their total match points are added to calculate a cumulative score. The score is then compared against thresholds to decide the action.

To create a new merge rule for a region and profile type combination:

  1. From the Administration menu, select Client Relations, select Profile Management, and then select SMART Profiles - Match and Merge Rules.

  2. Region: Select a region from the list. For more information, see Configuring SMART Profile - Regions.
  3. Profile Type: Select a profile type from the list.
  4. Click Add Rule and enter the following details:
    1. Match Rules: Define the Match Merge rules manually. A rule can consist of a single data field or a combination of fields that must be met to earn your specified weighting points.
    2. Type: Use Threshold for setting lower, upper, or multiple. Once thresholds are established, all remaining entries will default to Match, applying to the merge criteria.
    3. Points: Points represent the numerical value assigned to matching data fields between profiles. They quantify the strength of similarity to determine whether profiles should be merged or treated as new.
      1. Upper Threshold: Minimum points a profile must reach or exceed to be considered for merging.
      2. Lower Threshold: Maximum points must not exceed this value to be treated as new.
      3. Match Points: Assign weights (as points or percentages) to individual or combined data fields based on their importance to your merge criteria.
    4. Active: Toggle the activation flag to enable or disable the rule. A merge rule can also be created and then temporarily be deactivated by blanking out this flag.

Editing Smart Profile Merge Rules

  1. From the Administration menu, select Client Relations, select Profile Management, and then select SMART Profiles - Match and Merge Rules.

  2. Enter search criteria and click Search.

  3. Select rule in the search result then click the Edit icon to edit.

  4. Update the configuration.

  5. Click Save.

Deleting Smart Profile Merge Rules

  1. From the Administration menu, select Client Relations, select Profile Management, and then select SMART Profiles - Match and Merge Rules.

  2. Enter search criteria and click Search.

  3. Select rule in the search result then click the Delete icon to delete.

  4. Click Delete to confirm.

Copying Smart Profile Merge Rules

To copy rule to other smart profile regions.

  1. From the Administration menu, select Client Relations, select Profile Management, and then select SMART Profiles - Match and Merge Rules.

    1. Enter search criteria.
    2. Select a merge rule, then click Copy
      1. Region: Select a region from the list.
      2. Click Copy.

Parent topic: SMART Profile - Match and Merge Rules