Matching rule criteria and fuzzy matching methods
Key Takeaway
Each field in a matching rule counts as a match only if its score reaches the threshold. The exact matching method needs identical values, but its comparisons are not case sensitive. Fuzzy matching methods also accept close values.
A matching rule decides whether a new or edited record is a likely duplicate of an existing record by comparing the same fields on both records. For each field, the matching criteria set how the values are compared, how blanks are treated, and how similar the values must be to count as a match.
Matching rule criteria
Standard matching rules come with predefined criteria. When you create a custom matching rule, you define the criteria yourself. Each field in a matching rule has these criteria:
- Field (which field to compare)
- Matching method
- Match Blank Fields
- Match key
- Matching algorithm
- Scoring method
- Threshold