Match rules for B2C
Learn about the match rules used in Reltio for B2C that are defined out-of-the-box.
Reltio for B2C 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.
For information on working with match rule properties, see topic Preconfigured User Interface for B2C.
Take a look at the match rules types defined for a specific entity in .
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:
| S. No | Rule |
|---|---|
| 1 | Exact Name & (ID/Type) - Automatic merge |
| 2 | Fuzzy(First Name, Last Name) With Exact Or Null on Phone/Email - Potential match |
| S. No | Rule |
|---|---|
| 1 | Exact (Addr1, City, State), EOAN (Addr2, Zip, Bldg, Sub Bldg) - Automatic merge |
| 2 | Exact (Address1, City, State, Zip, Verification Level) - Potential match |
| 3 | Exact (Addr1, City, State, Country, Zip5, Verification Status) EOAN(Addr2, Zip4, Building, SubBuilding) - Automatic merge |