Adding a merge rule

Add a merge rule to control how matched data from different sources is merged to create Master Records.

You must have admin privileges to add a merge rule.

Perform the following steps to add a merge rule:

1. On the left navigation menu, click Master Data. The Master Data page opens.

2. In the Merge Rules card, click Add Merge Rule.

   The Create Merge Rule page opens.

3. Specify the following information for the merge rule:

   Field	Description
   Code*	A unique alphanumeric code to identify the merge rule.
   Name*	Name of the merge rule.
   Description	Description of the merge rule.
   Ignored Values	Value specified to replace any missing or null values in the source data.
   IF any source values match	Value to match in the source data.
   THEN surviving value	Value to use as a replacement when the value that is specified in the IF any source values match field is matched in the source data.
   ELSE surviving value	Value to use as a replacement when the value that is specified in the IF any source values match field is not matched in the source data.
   Value Ranking	The value with highest score survives as the Master Record value. For example: Circle, 34, Square, 21, Triangle, 55, then Triangle is chosen, if found.
   * Mandatory

4. Click Create Merge Rule.

   A confirmation message is shown at the top of the page and the merge rule is added to the merge rule table.

   Tip: To add multiple merge rules at one time, see Adding merge rules in bulk.