Creating Smart Match Rule

A smart match rule is prepared with a process that combines machine learning and human expertise to accelerate and automate the process of record matching. It enables business users to actively participate in the matching process, making it less reliant on the IT workforce.

To create a smart match rule, perform these steps:
  1. On the Source Details page, click the Create matching rule button.
    The Create Match Rule page is displayed.
  2. On the Create Match Rule page, go to the Smart Match Process section and click the Create Rule button.
  3. On the top-left corner of the page, enter a name for your match rule in the Match rule name field, and proceed with these three stages as shown below: