Standalone - Rule Sets

Creating a custom deduplication rule set

Besides the default deduplication rules, you can create a new deduplication rule set.

You can either duplicate an existing rule set or create one from scratch.

Creating a new rule set

In Rules Manager, click New ruleset.

In the Name field, enter a name for your rule set.

In Select data source, select the data source for which you want to create a rule set, then click Save.

In Matching, click New Rule to create a rule. You can create as many rules as needed.

In each rule, create at least one field match.

In Parent Records, click New Rule to create a new rule that determines the parent record.

In the Edit Parent Record Rule window, hover over the information icons to display the feature descriptions.

In Merge, the standard and custom fields from your data source are displayed.

In the Edit Merge Rule window, hover over the information icons to display the feature descriptions.

Note: you can use more than one merging method for each field except for “solo” methods.

To publish the modified rule set, click Save > Publish.

Advanced rule set

This guide explains how to set up an advanced rule set to identify and resolve duplicate records in your data source using DQE One Standalone.