Matching Rule Sets

Matching Rules section. Data administrator interface

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

Rule set binds rules to matching objects (represented as tables). Several rules can be bound to one table, and the same columns can be used in different rules.

To create a rule set:

  • Make sure that the draft mode is enabled and a draft is selected.
  • Click the “+ Create Set” button on the right side of the screen.
  • The action will open a drawer with the basic parameters and contents of the set.
  • Fill in the basic parameters of the set (Figure 2):
    • Name - a system name of the rule set. It must contain only Latin letters, it is not available for editing after saving.
    • Display name - a set name which will be displayed to users.
    • Description - any additional information about the set.
    • Storage - contains a set of algorithms. Only algorithms from a specified storage are available for selection.
    • Table - a matching table to which the set of rules will be bound.
  • Form the composition of the set:
    • Select the necessary rule from the list of previously created rules in the “Matching Rules “ tab.
    • For the previously selected algorithm, specify the column of the matching table for which it will be triggered.
  • To add several rules to the set, click the ”+ Add” button located to the right of the Set contents header, or Delete“ to erase the unnecessary one.
  • Click “Save” after filling in all the parameters and publish the draft.

Then go to the Rules Assignment tab.

To delete a rule set:

  • Make sure that the draft mode is enabled and a draft is selected.
  • In the leftmost column, markk the row with the necessary set (one or more).
  • Click the “Delete Rule” button located in the upper right corner of the tab.
  • 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 Rule Sets" tab

Figure 1 - “Matching Rule Sets” tab

Parameters of set

Figure 2 - Parameters of the set