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:
-
On the Source Details page, click the Create
matching rule button.
The Create Match Rule page is
displayed.
-
On the Create Match Rule page, go to the Smart Match
Process section and click the Create Rule
button.
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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: