Creating Rules

After you successfully configure the source, you are navigated to the Source Details page, which lists all the rules for a particular source and the rules for all the tables in case of a connection type data source. You can switch between different table descriptions from the drop-down list to view the associated rules. You can choose between the Matching and Consolidation process to create the relevant rules based upon your needs on this page. This page also lists the published and saved matching and consolidation rules, if any, which you can choose to enhance further based upon your needs.

Note: In case you edit any of the existing rule, the rule will be over-written.
To create a new rule, do as follows:
  • Click the Create matching rule button to create a matching rule, which navigates you to the Match Rule Type page to choose between manual or smart match rule. For more information, see Creating Manual Match Rule and Creating Smart Match Rule, or
  • Click the Create consolidation rule button to create a consolidation rule, which navigates you to the Rule Type page to choose between manual or smart consolidation rule. For more information, see Creating Manual Consolidation Rule.

Viewing published and draft rules on source details page

When a rule is saved or published, it is available in the following states:
  • Draft - Indicates that the rule is in a preliminary state and does not exist in the repository.
  • Published - Indicates that the rule exists in the repository, and a new rule with the same name cannot be created.
The Source Details page lists the published and draft rules in a card format, which contains this information:
  • Created By: Displays the user who created the rule.
  • Last Updated: Displays the date and time when the rule or match key was last updated in DD/MM/YYYY HH:MM format.
  • Rule Type: Displays if the rule is a smart rule or a manual rule.

    Moreover, you can also perform these operations on the rule card:

    Operation

    Description

    Edit rule

    Click to edit a rule. If you click, you are navigated to the rule to edit it further.

    Delete rule

    Click to delete the rule.
    Expand

    Click to expand the rule card to view the data.
    Collapse

    Click to collapse the rule card to hide the data.
This page gives you the filtering capabilities to limit the published and draft rule cards. On the top-right corner of the page, use these Filter By options:
Note: By default, both the published and draft rules are displayed.
  • To view the published rules only, click the Published button.
  • To view the draft rules only, click the Draft button.
  • To view both published and draft rules, click the Clear button.