Match Key options for Custom approach

Options in this dialog box enable you to define and edit match keys that the Match and Group step uses to compare and group records. Match keys are used to eliminate records that must be compared by match scenarios and thereby reduce processing time.

Match keys consist of rules that apply algorithms to schema fields in a dataset. A typical match key is generated from a combination of fields based on the match scenario. For example, a person's first, middle, and last names characterize individuals in a contact database, while account name characterizes account records. Use options in this dialog box to define or edit match keys. For each field in a match key, you specify the algorithm to use for matching values.

For the Custom approach, you must create a match key. It will not be auto-generated unlike the Entity Based approach.

To define a new match key, follow these steps:

1. In the Match and Group panel, click Match Key.
2. (Optional) On the Match Key dialog, click New Match Key to provide a name for the match key.
3. Click Add Field to add fields that should be used as matching criteria.
4. Select Field and Algorithm in the Match Key Field Options pane, and then click Done.
5. Click Save and Select to save changes and the match key selection.