1. Creating a custom Deduplication Rule Set
Besides default deduplication processes, you can choose to create a new deduplication Rule Set.
You can either duplicate an existing Rule Set or create a Rule Set from scratch.
Creating a new Rule Set
In Rules Manager… click on New ruleset.
In Name: name your Rule Set.
In Select data source > select the data on which you want to create a Rule Set.
Then click on Save.
In Matching click on New Rule to create a rule (you can create as many as you need).
In each rule you will create at least one field match.
In Parent Records click on New Rule to create a new rule to determine the parent record.
In the ‘Edit Parent Record Rule’ window, hold your cursor over the information icons to display functionality description.
In ‘Merge’ the standard/custom the fields of your source of data are displayed :
In the ‘Edit Merge Rule’ window, hold your cursor over the information icons to display functionality description. Note : you can use more than one merging method for one field except for “solo” methods.
To publish the modified existing set of rules, click on Save > Publish
2. Advanced Rule Set
This guide will walk you through setting up an advanced rule set that effectively identifies and resolves duplicate records in your data source using the Standalone.