Reltio for Insurance organization match rules

Learn about Reltio for Insurance organization match rules.

This table identifies the Reltio for Insurance organization match rules used to master accounts, companies, and businesses. Use these match rules to create a record for an organization. For information on match rules, see topic Configure insurance entity match rules.

Table 1. Organization Match Rules
Rule No Label Rule Description
Rule No 1 Rule 1: Fuzzy(First Name, Last Name);Exact(Email, Phone) ExactonEmail/Emailand(FuzzyonPhone/Number[Comparator class:PhoneNumberComparator][Match token:ExactNumberMatchToken]andFirst Name[Comparator class:DoubleMetaphoneComparator][Match token:DoubleMetaphoneMatchToken]andLast Name[Comparator class:DoubleMetaphoneComparator][Match token:DoubleMetaphoneMatchToken]) This rule creates a potential match when the first name, last name, email and phone are an exact match.
Rule No 2 Rule 2: Fuzzy(First Name, Last Name);Exact (Address Line1, Zip5); ExactOrNull(Suffix, Email) (ExactonAddress/Address Line 1andAddress/Zip/Zip5)and(Exact Or All NullonEmail/EmailandSuffix Name)and(FuzzyonFirst Name[Comparator class:DoubleMetaphoneComparator][Match token:DoubleMetaphoneMatchToken]andLast Name[Comparator class:DoubleMetaphoneComparator][Match token:DoubleMetaphoneMatchToken]) This rule creates a potential match when the first name and last name are an exact match. The address line and zip may be null or an exact match.
Rule No 3 Rule 3: Fuzzy(First Name, Last Name);Exact (Identifier Id, Identifier Type) (ExactonIdentifiers/IDandIdentifiers/Type)and(FuzzyonFirst Name[Comparator class:DoubleMetaphoneComparator][Match token:DoubleMetaphoneMatchToken]andLast Name[Comparator class:DoubleMetaphoneComparator][Match token:DoubleMetaphoneMatchToken]) This rule creates a potential match when the first name, last name, identifier ID and identifier are an exact match.
Rule No 4 Rule 4: Exact(First Name, Last Name, City, Street Number) Fuzzy(Street Name) (ExactonFirst NameandLast NameandAddress/City)andFuzzyonAddress/Address Line 1[Ignored in token][Comparator class:CustomComparator][Match token:CustomMatchToken] This rule creates a potential match when the first name, last name, street number and street name are an exact match.
Rule No 5 Rule 5: Fuzzy (First Name, Last Name); Exact(email) ExactonEmail/Emailand(FuzzyonFirst Name[Comparator class:DoubleMetaphoneComparator][Match token:DoubleMetaphoneMatchToken]andLast Name[Comparator class:DoubleMetaphoneComparator][Match token:DoubleMetaphoneMatchToken]) This rule creates a potential match when the first name, last name and email are an exact match.
Rule No 6 Rule 6: Fuzzy (First Name, Last Name); Exact(Phone) ExactonPhone/Number[Match token:ExactMatchToken]and(FuzzyonFirst Name[Comparator class:DoubleMetaphoneComparator][Match token:DoubleMetaphoneMatchToken]andLast Name[Comparator class:DoubleMetaphoneComparator][Match token:DoubleMetaphoneMatchToken]) This rule creates a potential match when the first name, last name and phone are an exact match.
Rule No 7 Rule 7: Exact (First Name, Last Name, DOB, Address1) (ExactonLast Name[Match token:ExactMatchToken]andFirst Name[Match token:ExactMatchToken]andDate of Birth[Match token:ExactMatchToken]andAddress/Address Line 1[Match token:ExactMatchToken]) This rule creates a potential match when the first name, last name, DOB, address1 are an exact match.