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Match rules for B2C Data Domains

Learn about the match rules used in Reltio for B2C that are defined out-of-the-box.

Reltio for B2C Data Domains brings together systems and most of these systems duplicate customer information. Match rules define the criteria Reltio uses to determine whether two records are duplicates. Organization, Contact, and Location entity types are likely to be duplicated, so match rules help you reconcile any variations.

Take a look at the match rules types defined for a specific entity in Console > Data Modeler > Entity Types > <entity> > Match rules.

For general information on match rules, see topic Reltio match and merge. For information on working with match rules, see topic Configure match rules overview. For descriptions of the match rules that come with Reltio for B2C , see the following sections.

B2C has the following match rules predefined out of the box:

Table 1. Individual entity type match rules B2C Data Domains
S. NoRule
1Exact Name & (ID/Type) - Automatic merge
2Fuzzy(First Name, Last Name) With Exact Or Null on Phone/Email - Potential match
Table 2. Location entity type match rules B2C Data Domains
S. NoRule
1Exact (Addr1, City, State), EOAN (Addr2, Zip, Bldg, Sub Bldg) - Automatic merge
2Exact (Address1, City, State, Zip, Verification Level) - Potential match
3Exact (Addr1, City, State, Country, Zip5, Verification Status) EOAN(Addr2, Zip4, Building, SubBuilding) - Automatic merge