The Default Groups set in the settings menu will automatically be imported, but custom groups can be added by using:

Or Alternatively Default groups from other Entities can be added using:

Note: Groups and Attributes can be re-arranges by using the drag and drop function.

By default, the priorities will appear as per the global settings. You can set/modify the 'Priority' for each group with the help of drop-down selection. 'Priority' is used to select the weighting for the match group. The 'Priority' drop-down will have five values:

By default the priorities will be the same as when set in the default creation, however these can be overridden using the drop-down. The available options are:

• Exact
• Very High
• High
• Medium
• Normal

Priority is used to select a weight for the group in the match process.

This column allows you to specify your matching engine.

There are six options available:

• DQ Fonetix (Recommended)
• DQ Metaphone
• DQ Soundex
• Metaphone
• SoundEx
• No MatchKey

Each group has a checkbox, if you disable matching for a group, it will not be used in the search for duplicates but will still be used to assess its overall duplicate score.

Note: at least one group must be included for matching.

This section is where you setup the groups that will be used for matching and scoring of duplicates.

You will see a screen similar to this:

Note: However this will vary depending on entity and what default groups you have setup.

Matching Language: When creating these groups you have the option to choose the matching language. The following can be used:

• English
• French
• German
• Italian
• Spanish

This option is located:

Display Attributes by: This is located just below the language drop-down, and allows you to filter the display names between the Database Schema Name and a user friendly Display Name.

Display Attributes Sorting: The displayed Attributes can also be sorted in:

• Ascending A-Z
• Descending Z-A

This is done by using the drop-down menu available on the 'Entity Attributes' title.

Note: On this same menu under the 'Columns' option, you can also turn on or off the Attribute Icons and Title's.

Hover Actions:

• Hovering over an attribute in 'Display Name' mode will give a tool-tip containing that Attributes 'Schema Name' and vice versa when in 'Schema Name' mode.
• Hovering over an Attribute's Icon will give a tool-tip containing the type of that Attribute.

Attribute Searching: You can filter down the list of attributes by using the search icon:

Note: You must search by title in the display mode you are in

Expand/Collapse all: This button will let you expand all folders or collapse all folders

Delete Selected Item: Pressing this button will delete the current selected item

Refresh: This will erase any changes you make a revert it make to the default

Back: This will direct you back to step 1

Skip to Start: This is only applicable to Cloned sessions

Next: This will direct you to step 3