Matching And Duplicate Rules | All You Need to Know

Matching And Duplicate Rules

Matching and Duplicate Rules are features used in software applications, such as customer relationship management (CRM) systems, to identify and manage duplicate records within a database. These rules are designed to help maintain data integrity and accuracy by identifying potential duplicate records based on predefined criteria and allowing users to take appropriate actions to resolve the duplicates. 

Matching Rules

Matching Rules are used to determine if two or more records in a database are considered a match based on predefined criteria. These criteria can include fields such as name, email address, phone number, and other relevant data points. Matching Rules typically use algorithms or patterns to compare records and determine their similarity. For example, a Matching Rule may be set up to identify records as duplicates if they have the same last name and email address. 

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Duplicate Rules

Duplicate Rules, on the other hand, are used to define actions or workflows to be taken when duplicate records are identified using Matching Rules. Duplicate Rules allow users to specify what actions should be taken, such as merging duplicate records, blocking the creation of duplicate records, or sending notifications to users about potential duplicates. Duplicate Rules provide a way to enforce data quality standards and prevent duplicate data from entering the system. 

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Matching and Duplicate Rules are important tools for data management and data quality control in software applications. They help organizations maintain clean and accurate data, avoid data redundancy, and prevent data inconsistencies caused by duplicate records. By using Matching and Duplicate Rules, organizations can improve data integrity, enhance user experience, and optimize business processes that rely on accurate and reliable data. 


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