Creating Matching Rules

The data on the tab is presented in tabular form (Figure 1). On this tab, you can create, edit, delete matching rules.

Matching rules allow you to specify the data storage to search for duplicates, as well as select the number and composition of matching algorithms.

Creating Rule

To create a matching rule:

  1. Make sure that the draft mode is enabled and a draft is selected.

  2. Click image1 “Create Rule” on the right side of the screen.

  3. The action will open a drawer with rule and algorithm settings.

  4. Fill in the basic parameters of the rule (Figure 2):

    • Name. System name of the rule. The name must begin with a letter and contain only Latin letters, numbers, “-” and “_”. Cannot contain spaces. Not editable after saving.

    • Display name. Name of the rule which will be displayed to users.

    • Description. Any additional information about the matching rule.

    • Storage. Contains a set of algorithms that can be extended with custom libraries. At the moment, the system implements a storage based on the Postgres database, which contains the “Exact match” algorithm.

  5. Select the necessary algorithm from the list of available ones (for example, Exact match).

  6. If necessary, activate the “Case insensitive search” checkbox.

  7. To add multiple algorithms, click the “+ Add” button located to the right of the Algorithms header, or “Delete” to erase the unnecessary one.

  8. Click “Save” after filling in all the parameters and publish the draft.

Then go to the Matching Rule Sets tab.

Deleting Rule

To delete a matching rule:

  1. Make sure that the draft mode is enabled and a draft is selected.

  2. In the leftmost column, mark the row with the necessary rule (one or more).

  3. Click the “Delete Rule” button located in the upper right corner of the tab.

  4. Confirm or cancel the action.


Deleting assigned matching rules is done in reverse tabs order: Rules Assignment → Matching Rule Sets → Matching Rules → Matching Tables

"Matching Rules" tab

Figure 1. “Matching Rules” tab

Parameters of matching rules

Figure 2. Parameters of matching rules