Configuring match and merge
Prerequisites for configuring match and merge
Match and merge statuses
Match model properties
Model name
Model objective
Default Population
Supported Populations
Candidate selection criteria
Field name
Field type
Filter candidates
Key generation level
Candidate search level
Scenarios for candidate selection criteria configuration
Guidelines for configuring candidate selection criteria
Maximum candidates
Configuring match models
Creating a match model from a copy
Step 1. Review the existing match model
Step 2. Create a copy of a match model
Step 3. Configure a match model
Creating a match model from scratch
Editing a match model
Deleting a match model
Distinct source systems
Configuring a distinct source system
Directed AI match rule properties
Description
Match strategy
Merge strategy
Merge threshold
Match criteria
Match level
Rank
Match fields
Field type
Additional required fields and optional fields
Field properties
Segment matching
Null matching
Radius
Guidelines for configuring directed AI match rules
Configuring directed AI match rules
Step 1. Review the data
Step 2. Add directed AI match rules
Step 1. Configure match properties and threshold
Step 2. Add required fields
Step 3. Add optional fields
Step 4. Configure field properties
Step 3. Set the execution order for directed AI match rules
Edit directed AI match rules
Configuring directed AI match rules with relationships
Guidelines for configuring directed AI match rules with relationships
Configure directed AI match rules with relationship match criteria
Training adaptive AI match models
Training metrics
Error matrix
Accuracy
Precision
Recall
Learning curve
Recommendations for selecting training data sets
Recommendations for training adaptive AI match models
Prepare to train an adaptive AI match model
Step 1. Select a training data set
Step 2. Import the training data set
Step 3. Identify a match model
Step 4. Configure match fields
Train the adaptive AI match model
Publishing match models
Publish a match model
Setting the default match model for the search match API
Configuring match and merge
Setting the default match model for the search match API
MATCH_MERGE_STATUSES
BUSINESS_ENTITY_MATCH_CONFIG
DEFAULT_POPULATION_HYLNK
CANDIDATE_SELECTION
GEOCODE_FIELD_TYPE
MATCH_MODEL_CONFIG
ADD_MATCH_MODEL
DISTINCT_SOURCE_SYSTEM
DECLARATIVE_RULE_PROPERTIES
Threshold_Rules
DECLARATIVE_RULE_MATCH_FIELDS
SEGMENT_MATCHING
NULL_MATCHING
MATCH_CONFIG_DECLARATIVE_RULES
ML_MODEL_TRAINING