Matching Tables

Matching Rules section. Data administrator interface

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

A matching table is used for more flexible configuration of matching objects, without binding to specific entities/lookup entities. In addition, a table can contain several matching objects at the same time. For example, a table can have a string type for the “Name” attribute from the “Customers” entity, as well as a numeric type for the “Price” attribute from the “Goods” entity.

To create a matching table:

  • Make sure that the draft mode is enabled and a draft is selected.
  • Click the “+ Create table” button located in the upper right corner.
  • The action will open a drawer with the table and matching columns settings.
  • Fill in the basic parameters of the table (Figure 2):
    • Name - system name of the table. It must contain only Latin letters, it is not available for editing after saving.
    • Display name - the table name which will be displayed to users.
    • Description - any additional information about the table.
  • Fill in the parameters of the matching columns:
    • Name of a matching object - a name of the object within which the matching will be performed. The field is filled depending on which data storage is supposed to be used to search for duplicates. For example, if the storage for matching rule is a database, the matching object will be the name of the column in the database. If a search index will be used as the storage, the object will be the index name. The field must contain only Latin characters. Not available for editing after saving.
    • Display name - a display name of the matching object, which will be displayed to users in the “Rules assignment” tab. The display name can have a more human-readable name for usability.
    • Type - a type of a simple attribute, which is set for attributes of a particular entity/lookup entity when assigning a rule set to it in the Rules Assignment tab.
  • To add several columns, click the “+ Add” button located to the right of the Columns header, or “Delete” to erase the unnecessary one.
  • Click “Save” after filling in all the parameters and publish the draft.

Then go to the Matching Rules tab.

To delete a matching table:

  • Make sure that the draft mode is enabled and a draft is selected.
  • In the leftmost column, mark the row with the necessary table (one or more).
  • Click the “Delete table” 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 Table" tab

Figure 1 - “Matching Table” tab

Parameters of matching tables

Figure 2 - Parameters of matching tables.