Configure Match and Merge > Declarative match rule properties > Match criteria
  

Match criteria

Applicable to declarative rules with a fuzzy match strategy. Match criteria is the determining factor behind matching records for your business needs. The types of fields that are required for matching are based on the match criteria that you select. For every fuzzy rule that you define, you must select a criteria from a list of predefined match criteria.
For example, when address is an important part of determining whether two records are for the same person, use the Resident match criteria. The system compares records based on the Resident match criteria to determine whether the records are a match.
Two declarative rules that have the same properties except for the match criteria result in different sets of matching records.
The following table describes the match criteria for the usa match population:
Match Criteria
Description
Address
Identifies an address match. The address might be postal, residential, delivery, descriptive, formal, or informal.
AuthorISBN
Matches an author for the specified book with an International Standard Book Number (ISBN).
CC_Issuer
Matches the organization that issues credit cards to the customers. Use this match criteria to match credit cards or the credit card-issuing organizations.
CC_Owner
Matches the credit card owner and the address.
Contact
Matches a contact within an organization at a specific location.
Corp_Entity
Matches an organization based on its legal corporate name, including the legal endings such as INC and LTD. Use the Corp_Entity match criteria to honor differences between names, such as ABC TRADING INC and ABC TRADING LTD.
Division
Matches an organization based on the address. This match criteria matches organization X at address Y or Z if multiple addresses are provided.
Family
Matches individuals with the same or similar family names, who share the same address or the same telephone number.
Fields
For general nonspecific use. Use this criteria with any field type.
Generic
Matches general nonspecific data. For example, when you use this match criteria to find matches for 'GreenHorn', you can expect to find the person 'Peter GreenHorn', as well as the organization 'GreenHorn Industries.'
Geocode
Matches records based on geocode, which is the geographic coordinates and elevation.
Household
Matches individuals with the same or similar family names, who share the same address.
Individual
Matches individuals by name and with either the same ID or date of birth.
Organization
Matches organizations primarily by name. Use this match criteria for online searches where a human is available to review the search results and make a choice.
Person_Name
Matches a person by name. Use this match criteria for online searches where a human is available to review the search results and make a choice.
PublisherISBN
Matches the publishing organization for a specified book with an International Standard Book Number (ISBN). The ISBN can be a 10-digit number or a 13-digit number.
Resident
Matches a person based on an address.
VIN_Manufacturer
Matches the manufacturer of a vehicle for a specified vehicle number.
VIN_Owner
Identifies and matches the owner of a vehicle.
Wide_Contact
Identifies a contact within an organization without regard to the location.
Wide_Household
Identifies individuals who share the same address, the same family name, or the same phone number.