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Configurations for SAP Reltio's velocity pack for Retail

Match rules for SAP Reltio's velocity pack for Retail

Learn about the match rules used in SAP Reltio's velocity pack for Retail that are defined out-of-the-box.

SAP Reltio's velocity pack for Retail 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.

SAP Reltio's velocity pack for Retail comes with predefined match rules specific to the industry. 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 SAP Reltio's velocity pack for Retail, see the following sections.

Individual entity type match rules

This table identifies the SAP Reltio's velocity pack for Retail match rules used to master data for the Individual entity type. Use these match rules to create a record for a core retail customer identity: identity, contact, consent, channel preferences, and behavioral summary.

LabelDescriptionMatch queries
Exact (LastName, FirstName, DoB, AddressLine1, and City); Exact or Null (NamePrefix, NameSuffix, and MiddleName)Automatically merges records 
(
    Exact on
        LastName
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
        and
        FirstName
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
        and
        DoB
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
        and
        AddressLine1
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
        and
        City
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
)
and
    Exact or Null on
        NamePrefix
        [Comparator class:BasicStringComparator]
        and
        NameSuffix
        [Comparator class:BasicStringComparator]
        and
        MiddleName
        [Comparator class:BasicStringComparator]
Exact (LastName, FirstName, SSN, AddressLine1, and City); Exact or Null (NamePrefix, NameSuffix, and MiddleName)Automatically merges records 
(
    Exact on
        LastName
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
        and
        FirstName
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
        and
        SSN
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
        and
        AddressLine1
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
        and
        City
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
)
and
    Exact or Null on
        NamePrefix
        [Match token:ExactMatchToken]
        and
        NameSuffix
        [Match token:ExactMatchToken]
        and
        MiddleName
        [Match token:ExactMatchToken]
Exact (AddressLine1 and Zip5); Exact or Null (Email and NameSuffix); Fuzzy (FirstName and LastName)Creates a potential match 
(
    Exact on
        AddressLine1
        [Comparator class:AddressLineComparator]
        [Match token:ExactMatchToken]
        and
        Zip5
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
)
and
    Exact or Null on
        Email
        [Comparator class:BasicStringComparator]
        and
        NameSuffix
        [Comparator class:BasicStringComparator]
and
    Fuzzy on
        FirstName
        [Comparator class:DoubleMetaphoneComparator]
        [Match token:DoubleMetaphoneMatchToken]
        and
        LastName
        [Comparator class:DoubleMetaphoneComparator]
        [Match token:DoubleMetaphoneMatchToken]
Exact (Value and Type); Fuzzy (FirstName and LastName)Creates a potential match 
(
    Exact on
        Value
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
        and
        Type
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
)
and
    Fuzzy on
        FirstName
        [Comparator class:DoubleMetaphoneComparator]
        [Match token:DoubleMetaphoneMatchToken]
        and
        LastName
        [Comparator class:DoubleMetaphoneComparator]
        [Match token:DoubleMetaphoneMatchToken]
Exact (Email); Fuzzy (FirstName and LastName)Creates a potential match 
(
    Exact on
        Email
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
)
and
    Fuzzy on
        FirstName
        [Comparator class:DoubleMetaphoneComparator]
        [Match token:DoubleMetaphoneMatchToken]
        and
        LastName
        [Comparator class:DoubleMetaphoneComparator]
        [Match token:DoubleMetaphoneMatchToken]
Exact (Phone.Number and Phone.FormattedNumber); Fuzzy (FirstName and LastName)Creates a potential match 
(
    Exact on
        Phone.Number
        [Match token:ExactMatchToken]
        and
        Phone.FormattedNumber
        [Comparator class:PhoneNumberComparator]
)
and
    Fuzzy on
        FirstName
        [Comparator class:DoubleMetaphoneComparator]
        [Match token:DoubleMetaphoneMatchToken]
        and
        LastName
        [Comparator class:DoubleMetaphoneComparator]
        [Match token:DoubleMetaphoneMatchToken]
Exact (SSN); Exact or Null (DoB); Fuzzy (FirstName and LastName)Creates a potential match 
(
    Exact on
        SSN
        [Comparator class:PhoneNumberComparator]
        [Match token:ExactMatchToken]
)
and
    Exact or Null on
        DoB
        [Comparator class:BasicStringComparator]
and
    Fuzzy on
        FirstName
        [Comparator class:DoubleMetaphoneComparator]
        [Match token:DoubleMetaphoneMatchToken]
        and
        LastName
        [Comparator class:DoubleMetaphoneComparator]
        [Match token:DoubleMetaphoneMatchToken]
Exact (LastName, AddressLine1, and City)Automatically groups records 
(
    Exact on
        LastName
        and
        AddressLine1
        and
        City
)

Location entity type match rules

This table identifies the SAP Reltio's velocity pack for Retail match rules used to master data for the Location entity type. Use these match rules to create a record for a canonical physical address master. Reference target for Individual, Household, Organization, Store, and Supplier.

LabelDescriptionMatch queries
Exact (AddressLine1, City, StateProvince, Country, Zip5, and VerificationStatus); Exact or All Null (AddressLine2 and Zip4)Automatically merges records 
(
    Exact on
        AddressLine1
        and
        City
        and
        StateProvince
        and
        Country
        and
        Zip5
        and
        VerificationStatus
)
and
    Exact or All Null on
        AddressLine2
        and
        Zip4
Exact (AddressLine1, City, StateProvince, Country, PostalCode, and VerificationStatus); Exact or All Null (AddressLine2)Automatically merges records 
(
    Exact on
        AddressLine1
        and
        City
        and
        StateProvince
        and
        Country
        and
        PostalCode
        and
        VerificationStatus
)
and
    Exact or All Null on
        AddressLine2

Organization entity type match rules

This table identifies the SAP Reltio's velocity pack for Retail match rules used to master data for the Organization entity type. Use these match rules to create a record for a business account and party spine: a B2B customer/account that transacts, and the brand/banner owner, franchisor, wholesale distributor, or retail chain operator.

LabelDescriptionMatch queries
BaseRule01: Exact(DUNSNumber)Creates a potential match 
BaseRule01: Exact(DUNSNumber)
Exact (TaxID); Fuzzy (Name)Creates a potential match 
(
    Exact on
        TaxID
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
)
and
    Fuzzy on
        Name
        [Comparator class:OrganizationNamesComparator]
        [Match token:OrganizationNameMatchToken]
Exact (AddressLine1, Zip5, and City); Fuzzy (Name)Creates a potential match 
(
    Exact on
        AddressLine1
        [Comparator class:AddressLineComparator]
        [Match token:ExactMatchToken]
        and
        Zip5
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
        and
        City
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
)
and
    Fuzzy on
        Name
        [Comparator class:OrganizationNamesComparator]
        [Match token:OrganizationNameMatchToken]
Exact (AddressLine1, PostalCode, and City); Fuzzy (Name)Creates a potential match 
(
    Exact on
        AddressLine1
        [Comparator class:AddressLineComparator]
        [Match token:ExactMatchToken]
        and
        PostalCode
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
        and
        City
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
)
and
    Fuzzy on
        Name
        [Comparator class:OrganizationNamesComparator]
        [Match token:OrganizationNameMatchToken]
Exact (Name, AddressLine1, City, StateProvince, and FormattedNumber); Exact or All Null (PostalCode)Automatically merges records 
(
    Exact on
        Name
        [Comparator class:OrganizationNamesComparator]
        [Match token:OrganizationNameMatchToken]
        and
        AddressLine1
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
        and
        City
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
        and
        StateProvince
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
        and
        FormattedNumber
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
)
and
    Exact or All Null on
        PostalCode
        [Comparator class:BasicStringComparator]
Exact (AddressLine1 and PostalCode); Fuzzy (Name)Creates a potential match 
(
    Exact on
        AddressLine1
        [Comparator class:AddressLineComparator]
        [Match token:ExactMatchToken]
        and
        PostalCode
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
)
and
    Fuzzy on
        Name
        [Comparator class:OrganizationNamesComparator]
        [Match token:OrganizationNameMatchToken]
Exact (AddressLine1 and StateProvince); Fuzzy (Name)Creates a potential match 
(
    Exact on
        AddressLine1
        [Comparator class:AddressLineComparator]
        [Match token:ExactMatchToken]
        and
        StateProvince
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
)
and
    Fuzzy on
        Name
        [Comparator class:OrganizationNamesComparator]
        [Match token:OrganizationNameMatchToken]

Store entity type match rules

This table identifies the SAP Reltio's velocity pack for Retail match rules used to master data for the Store entity type. Use these match rules to create a record for a physical or digital business unit. Distinct from Location (pure address). References a Location via StoreHasAddress.

LabelDescriptionMatch queries
Exact (StoreNumber and StoreName)Automatically merges records 
(
    Exact on
        StoreNumber
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
        and
        StoreName
        [Comparator class:OrganizationNamesComparator]
        [Match token:OrganizationNameMatchToken]
)
Exact (AddressLine1 and PostalCode); Fuzzy (StoreName)Creates a potential match 
(
    Exact on
        AddressLine1
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
        and
        PostalCode
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
)
and
    Fuzzy on
        StoreName
        [Comparator class:OrganizationNamesComparator]
        [Match token:OrganizationNameMatchToken]
Exact (StoreNumber)Creates a potential match 
(
    Exact on
        StoreNumber
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
)

Product entity type match rules

This table identifies the SAP Reltio's velocity pack for Retail match rules used to master data for the Product entity type. Use these match rules to create a record for a gS1-aligned retail product master: identity, brand, classification, and reference pricing.

LabelDescriptionMatch queries
Exact on GTINAutomatically merges records 
Exact on GTIN
Exact (SKU, ArticleType, Size, and Colour); Fuzzy (Brand)Automatically merges records 
(
    Exact on
        SKU
        and
        ArticleType
        and
        Size
        and
        Colour
)
and
    Fuzzy on
        Brand

Supplier entity type match rules

This table identifies the SAP Reltio's velocity pack for Retail match rules used to master data for the Supplier entity type. Use these match rules to create a record for a standalone product supplier / vendor master.

LabelDescriptionMatch queries
Exact (DUNS)Creates a potential match 
(
    Exact on
        DUNS
)
Exact (GLN)Creates a potential match 
(
    Exact on
        GLN
)
Exact (AddressLine1 and PostalCode); Fuzzy (SupplierName)Creates a potential match 
(
    Exact on
        AddressLine1
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
        and
        PostalCode
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
)
and
    Fuzzy on
        SupplierName
        [Comparator class:OrganizationNamesComparator]
        [Match token:OrganizationNameMatchToken]

Campaign entity type match rules

This table identifies the SAP Reltio's velocity pack for Retail match rules used to master data for the Campaign entity type. Use these match rules to create a record for a marketing campaign targeting customers across channels.

LabelDescriptionMatch queries
Exact (CampaignId)Automatically merges records 
(
    Exact on
        CampaignId
        [Comparator class:BasicStringComparator]
        [Match token:ExactMatchToken]
)
Fuzzy (CampaignName)Creates a potential match 
(
    Fuzzy on
        CampaignName
        [Comparator class:DoubleMetaphoneComparator]
        [Match token:DoubleMetaphoneMatchToken]
)

Updated on September 22, 2026

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