Grouping: Basic mode
Learn about the Basic mode for grouping and how it helps you group related entities by using user-defined match rules in MDM.
Basic mode lets you group related entities by using user-defined match rules and maintain those groups as your data changes. It creates a grouping entity, identifies member entities, and creates associations between them by using your organization's entity types. For example, you can use Basic mode to create household groups by matching individuals who share the same address, last name, phone number, or email address.
With Basic mode, you can automatically group related entities by using match rules that you configure in the UI. For example, you can group household members who share the same address, last name, phone number, or email address. As source data changes, the grouping service automatically maintains group membership and updates member associations based on the latest available data. For more information, see topic Create grouping type configurations.
What can you do with Basic mode?
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Automatically group related entities by using match rules that you define and control, and automatically maintain those groups by using an easy-to-navigate UI.
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Use Basic mode for business scenarios such as householding in industry solutions, such as Reltio for Insurance. .
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Update a grouping rule so that entities are grouped by a different criterion, such as the same account number instead of the same address or last name. To do this, update the match rule and run the Rebuild Match Table Task to recalculate household data and its associations with the member entity records, and regroup entities. For more information, see topic Rebuild Match Table Task.
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Verify whether attributes have values for fields listed in the match rule, and block group creation for entities that do not have values for those attributes. If any of these attributes are listed in the ignoreInToken section, they are ignored and a household group is created even if the attributes values are missing.
Benefits of Basic mode
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Rapidly and easily access trusted grouped views across your customer data.
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Reduce the time and cost required to create, update, and maintain grouping logic for common business scenarios.
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Reduce the time it takes you to group related records from days to hours.
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Support targeted marketing and other business programs by working with grouped records more efficiently.
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Enable non-technical data stewards to create grouping rules without requiring specialized expertise or support.
Or, if you need to support larger-scale and more complex grouping scenarios, see Grouping: Advanced mode.