In the first part of our blog on Match Rules, we covered an overview of Match Rules and how they work. Now let us dive into the options available to you in implementing a match rule.
At the top level there are and/or statements, just like in any programming language. Each row in the match builder contains an “And/Or” and a Comparator (Exact, Fuzzy, Equals, etc) and an attribute. If you are looking to exclude matches from your result set “ And not” and “Or not” are also available, but not necessarily advised. Negatives in rules impact performance and should be avoided if possible.
This is the plain jane of match comparators. It compares two fields to see if they contain the same value.
Exact or Null
This works very similarly to exact Consider if we wanted to match a name with a suffix – so senior (John Paul, Sr) to a non-suffix name (John Paul) – if we used exact, they would not match because in Reltio null != Sr.Exact or Null allows you to match a field, if they contain the same value, or one contains a null.
Exact or All Null
If you have a match rule on Exact(FirstName, LastName and Suffix) you will have cast a very small net. This is because Exact will not match null to null. If you have a field like Suffix, that is rarely populated, but could improve your match quality when it is, then Exact or Null is a fit.
Equals works as a filter, coming from the relational world it would compare to a where clause. This is useful for reducing the set of data you are looking to consider for matching. For example, you may be matching individuals, but would like to exclude your employees. In your match rule you could have Equals EmployeeIndicator false.
Fuzzy matching allows you to match attributes that don’t have the exact same value, but represent the same thing. For example: Robert Jordan and Bob Jordon are likely the same person if they share a birthday and address. The only difference is a nickname. Fuzzy matching helps us find these using comparators like Soundex, and Name dictionaries.
Not all match rules are created equal, and if an Entity in your tenant has multiple potential matches, you need a way to rank them. That is where rule scores come into play.
The stand alone rule score is a number you assign based on your feeling for the accuracy of the match rule. If you feel the rule is strong you might set it to 80, if it is poor you might set it to 20. With this you can have your better rules be considered by your data stewards first.
You have two match rules, Rule 1 and Rule2, which both trigger a potential match. Rule 1 has a standalone score of 50, Rule 2 has a standalone score of 55. Which gets listed higher? Trick question! You don’t have enough information. Incremental rule score works with your other rules to create an aggregate score. If two rules get triggered together, their total rule score is their standalone plus the incremental score of the other rules that were triggered.
Q: How do I see the Match Rule for an existing profile?
A: For a suspect rule, go to profile, then the Same As/Matching view on the left (the icon of two people standing next to each other) and expand the carrot in the right column. For an auto match it will appear in the history or activity log. brought in.
Comparators and Match Token tools
Reltio has a variety of tools available regarding characters and words. These allow for the more advanced comparison of attributes than Exact, Equals, etc..
There are also a Noise Word Dictionaries that can be applied that wipes out things like Inc., Corp., LLC. These words would prevent an exact match, and could even stop a fuzzy match, so before comparing the strings, this dictionary will remove those noise words.
There is a wide variety of tools available here too:
The existing token classes correspond virtually one-to-one with the comparator classes. You must apply them both to your Match Rule, which can be done in the Match Rule builder via the Row settings on the right.
The Reltio Community is a great place to learn more about how to use the Reltio products and connect with Master Data Management peers. Rely on the expertise of Reltio partners, customers, and technical experts.
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