Configure Match and Merge > Configuring declarative match rules > Step 2. Add declarative match rules
  

Step 2. Add declarative match rules

To match and merge duplicate records, add declarative match rules to the match model. For example, to match duplicate individuals based on name and address, add a fuzzy rule with the Resident match criteria.
Before you add a declarative match rule, review the rules that the match model includes for the business entity. You might want to edit or delete some rules.
Important: For any declarative match rule, ensure that you select the correct match strategy. For a declarative match rule for which you select a fuzzy match strategy, ensure that you select the correct match criteria as well. After you save the rules, you cannot change the match strategy and the match criteria.
    1. Open the business entity, and click the Match tab.
    The Match Models page appears.
    2. Click the name of the match model to which you want to add the declarative match rules.
    The Declarative Rules page appears.
    3. Click the Add Declarative Rule icon.
    The New Declarative Rule dialog box appears.
    4. Select one of the following match strategies:
    For more information, see Match strategy.
    5. If you select the exact match strategy, perform the following steps:
    1. a. Set the following properties for the declarative match rule:
    2. b. Click Next.
      3. The Match Fields tab is selected.
    3. c. Click the Add Exact Match Field icon.
      4. A row is added to the Exact Match Fields table with the Comparison Outcome value set to Identical.
      Note: In the current release, Identical is the only comparison outcome that is available for exact match fields.
      For more information, see Match fields.
    4. d. Select a business entity field name for matching identical data.
      5. The exact match field is added to the match fields list.
    5. e. To add more exact match fields, repeat steps c and d.
    6. f. Click Add.
      7. The rule appears on the Declarative Rules page.
    6. If you select the fuzzy match strategy, perform the following steps:
    1. a. Set the following properties for the rule:
    2. b. Click Next.
      3. The Match Fields tab is selected.
    3. c. In the Add Fuzzy Match Fields table rows, select a field name for each field type for matching similar data.
    4. d. To add more fuzzy match fields, click the Add Fuzzy Match Field icon.
      5. A row is added to the Fuzzy Match Fields table with the Comparison Outcome value set to Similar.
      Note: In the current release, Similar is the only comparison outcome that is available for fuzzy match fields.
      For more information, see Match fields.
    5. e. To add exact match fields, perform step 5 c and d.
    6. f. Click Add.
      7. The rule is added to the Declarative Rules page.
    7. Click Save.