Reltio Connect

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  • 1.  Altering and Auto Match Rule

    Posted 04-19-2023 08:30

    Hi there,

    If I alter an automated match rule in my DEV tenant, what will happen?

    For example, let's say I have a rule such as AutoMatch : Fuzzy(FirstName, LastName) & Exact(Phone OR Email) . If I were to update this rule to Exact(FirstName, LastName) & Exact(Phone OR Email), what would happen?

    Would values that were previously merged by this rule suddenly unmerge, or would they remain merged? 



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    Sarah

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  • 2.  RE: Altering and Auto Match Rule

    Founding Member
    Posted 04-19-2023 10:26

    Changes to auto match rule doesn't change the state of already merged records, they would remain merged. Also as a best practice after changing any match rule user should execute Rebuild Match Table task to ensure effectiveness for future merges. 



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    Ashish Rawat
    Manager
    Fresh Gravity
    Bangalore
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