Match rules for Supplier
Learn what match rules are preconfigured in entity types for Reltio for Supplier.
Reltio for Supplier brings together systems, where most of these duplicate customer information. Match rules define the criteria Reltio uses to determine whether two records are duplicates.
Location and Organization entity types are highly likely to be duplicated, so match rules help you reconcile any variations.
For general information on match rules, see topic Reltio match and merge. For details on the preconfigured entity types that come with Reltio for Supplier, see Entity types for Supplier .
For information on working with match rule properties, see topic Preconfigured User Interface for Supplier.
Individual entity type match rules
This table identifies the Reltio for Supplier match rules used to master data for the Individual entity type. Use these match rules to create a record for a specific individual.
| Label | Description | Rule |
|---|---|---|
| BaseRule01: Exact(FirstName, LastName, DOB, Address1, City); EON(MiddleName, NamePrefix, NameSuffix) | Automatically merge | (
Exact
on
Last Name
[
Comparator class:
BasicStringComparator
]
[
Match token:
ExactMatchToken
]
and
First Name
[
Comparator class:
BasicStringComparator
]
[
Match token:
ExactMatchToken
]
and
Date of Birth
[
Comparator class:
BasicStringComparator
]
[
Match token:
ExactMatchToken
]
and
Address/Address Line 1
[
Comparator class:
BasicStringComparator
]
[
Match token:
ExactMatchToken
]
and
Address/City
[
Comparator class:
BasicStringComparator
]
[
Match token:
ExactMatchToken
]
)
and
(
Exact Or Null
on
Name Prefix
[
Comparator class:
BasicStringComparator
]
[
Match token:
ExactMatchToken
]
and
Name Suffix
[
Comparator class:
BasicStringComparator
]
[
Match token:
ExactMatchToken
]
and
Middle Name
[
Comparator class:
BasicStringComparator
]
[
Match token:
ExactMatchToken
]
) |
| BaseRule02: Exact(FirstName, LastName, Address1, City); EON(MiddleName, NamePrefix, NameSuffix) | Automatically merge | (
Exact
on
Last Name
[
Comparator class:
BasicStringComparator
]
[
Match token:
ExactMatchToken
]
and
First Name
[
Comparator class:
BasicStringComparator
]
[
Match token:
ExactMatchToken
]
and
Address/Address Line 1
[
Comparator class:
BasicStringComparator
]
[
Match token:
ExactMatchToken
]
and
Address/City
[
Comparator class:
BasicStringComparator
]
[
Match token:
ExactMatchToken
]
)
and
(
Exact Or Null
on
Name Prefix
[
Comparator class:
BasicStringComparator
]
[
Match token:
ExactMatchToken
]
and
Name Suffix
[
Comparator class:
BasicStringComparator
]
[
Match token:
ExactMatchToken
]
and
Middle Name
[
Comparator class:
BasicStringComparator
]
[
Match token:
ExactMatchToken
]
) |
| BaseRule03: Fuzzy(FirstName, LastName); Exact(Address1, Zip5); EON(NameSuffix, Email) | Create potential matches | (
Exacton
Address/Address Line 1
[Comparator class:AddressLineComparator]
[Match token:ExactMatchToken]
and
Address/PostalCode/Zip5
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
)
and
(
Exact Or Nullon
Email/Email
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
and
Name Suffix
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
)
and
(
Fuzzyon
First Name
[Ignored in token]
[Comparator class:DoubleMetaphoneComparator]
[Match token:DoubleMetaphoneMatchToken]
and
Last Name
[Comparator class:DoubleMetaphoneComparator]
[Match token:DoubleMetaphoneMatchToken]
) |
| BaseRule03: Fuzzy(FirstName, LastName); Exact(Address1, Zip5); EON(NameSuffix, Email) | Create potential matches | (
Exacton
Identifiers/Value
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
and
Identifiers/Type
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
)
and
(
Fuzzyon
First Name
[Ignored in token]
[Comparator class:DoubleMetaphoneComparator]
[Match token:DoubleMetaphoneMatchToken]
and
Last Name
[Comparator class:DoubleMetaphoneComparator]
[Match token:DoubleMetaphoneMatchToken]
) |
| BaseRule05: Fuzzy(FirstName, LastName); Exact(Email) | Create potential matches | (Exact
on
Email/Email
[
Comparator class:
BasicStringComparator
]
[
Match token:
ExactMatchToken
]
and
(
Fuzzy
on
First Name
[
Comparator class:
DoubleMetaphoneComparator
]
[
Match token:
DoubleMetaphoneMatchToken
]
and
Last Name
[
Comparator class:
DoubleMetaphoneComparator
]
[
Match token:
DoubleMetaphoneMatchToken
]
) |
| BaseRule06: Fuzzy(FirstName, LastName); Exact(Phone) | Create potential matches | (Exacton
Phone/Number
[Match token:ExactMatchToken]
and
(
Fuzzyon
First Name
[Comparator class:DoubleMetaphoneComparator]
[Match token:DoubleMetaphoneMatchToken]
and
Last Name
[Comparator class:DoubleMetaphoneComparator]
[Match token:DoubleMetaphoneMatchToken]
) |
| BaseRule07: Fuzzy(FirstName, LastName); EON(DOB) | Create potential matches | (Exact Or Nullon
Date of Birth
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
and
(
Fuzzyon
First Name
[Comparator class:DoubleMetaphoneComparator]
[Match token:DoubleMetaphoneMatchToken]
and
Last Name
[Comparator class:DoubleMetaphoneComparator]
[Match token:DoubleMetaphoneMatchToken]
) |
Location entity type match rules
This table identifies the Reltio for Supplier match rules used to master data for the Location entity type. Use these match rules to create a record for a specific supplier location.
| Label | Description | Rule |
|---|---|---|
| BaseRule01: Exact(Address1, City, State, Country, Zip5, Verification Status); EOAN(Address2, Zip4) | Automatically merge | (
Exacton
Address Line 1
and
City
and
State or Province
and
Country
and
PostalCode/Zip5
and
Verification Status
)
and
(
Exact Or All Nullon
Address Line 2
and
PostalCode/Zip4
)
and
Equalson
Verification Statusvalues : Verified,Partially Verified) |
| BaseRule02: Exact(Address1, City, State, Country, PostalCode, Verification Status); EOAN(Address2) | Automatically merge | (
Exacton
Address Line 1
and
City
and
State or Province
and
Country
and
PostalCode/Postal Code
and
Verification Status
)
and
Exact Or All Nullon
Address Line 2
and
Equalson
Verification Statusvalues : Verified,Partially Verified) |
Organization entity type match rules
This table identifies the Reltio for Supplier match rules used to master data for the Organization entity type. Use these match rules to create a record for a specific organization.
| Label | Description | Rule |
|---|---|---|
| Rule1: Exact on DUNS Number | Automatically merge | (Exacton
DUNS Number) |
| Rule2: Fuzzy (Name), EOAN (Identifier), EON (Phone), Exact (Address1, Zip5, Tax ID) | Create potential matches | (
Exacton
Address/PostalCode/Zip5
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
and
Address/Address Line 1
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
and
Tax ID
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
)
and
Exact Or All Nullon
Identifiers/Value
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
and
Exact Or Nullon
Phone/Formatted Number
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
and
Fuzzyon
Name
[Comparator class:OrganizationNamesComparator]
[Match token:OrganizationNameMatchToken]) |
| Rule3: Exact (Name, Identifier) | Create potential matches | (
Exacton
Name
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
and
Identifiers/Value
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
and
Identifiers/Type
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
) |
| Rule4: Fuzzy (Name), Exact (Tax ID) | Create potential matches | (Exacton
Tax ID
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
and
Fuzzyon
Name
[Comparator class:OrganizationNamesComparator]
[Match token:OrganizationNameMatchToken]) |
| Rule5: Fuzzy (Name), Exact (Address1), Exact (City or Zip) | Create potential matches | (
Exacton
Address/Address Line 1
[Comparator class:AddressLineComparator]
[Match token:ExactMatchToken]
and
Fuzzyon
Name
[Comparator class:OrganizationNamesComparator]
[Match token:OrganizationNameMatchToken]
)
and
(
(
Exacton
Address/PostalCode/Zip5
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
or
Address/City
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
)
) |
| Rule6: Fuzzy (Name Metaphone), Exact (Address1), Exact (City or PostalCode) | Create potential matches | (
Exacton
Address/Address Line 1
[Comparator class:AddressLineComparator]
[Match token:ExactMatchToken]
and
Fuzzyon
Name
[Comparator class:DoubleMetaphoneComparator]
[Match token:MultiWordSelfCleaningPhoneticToken]
)
and
(
(
Exacton
Address/PostalCode/Postal Code
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
or
Address/City
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
)
) |
| Rule7: Exact (Name, Address, Phone) | Automatically merge | (
Exacton
Name
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
and
Address/Address Line 1
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
and
Address/City
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
and
Address/State or Province
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
and
Phone/Formatted Number
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
)
and
Exact Or All Nullon
Address/PostalCode/Postal Code
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]) |
| Rule8: Fuzzy (Name), Exact (Address1, PostalCode) | Create potential matches | (
Exacton
Address/Address Line 1
[Comparator class:AddressLineComparator]
[Match token:ExactMatchToken]
and
Address/PostalCode/Postal Code
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
)
and
Fuzzyon
Name
[Comparator class:OrganizationNamesComparator]
[Match token:OrganizationNameMatchToken]) |
| Rule9: Fuzzy (Name), Exact (Address1, State) | Create potential matches | (
Exacton
Address/Address Line 1
[Comparator class:AddressLineComparator]
[Match token:ExactMatchToken]
and
Address/State or Province
[Comparator class:BasicStringComparator]
[Match token:ExactMatchToken]
)
and
Fuzzyon
Name
[Comparator class:OrganizationNamesComparator]
[Match token:OrganizationNameMatchToken]) |