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admin_functionality:create_session:step_2_set_attribute_groups

Step 2 - Setting the Match Groups


Single Entity Configuration


As per the global setting applied, the list groups will appear here. If needed, you can update this section for the current session.

Note: Any default grouping you have made in the settings menu will be imported. See the Match Groups Guide for more detail.


Page Functions:

  • 1. Expand All - Expand all match groups
  • 2. Add Match Group - Add existing match group or create a new group
  • 3. Delete - Tag and then remove match groups
  • 4. Refresh - Refresh to pre saved settings

Note: Groups and attributes can be re-arranged by using the drag and drop function.


Priority Column

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.

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.


Match vs Score

This section describes the difference between including groups for matching vs only including groups for scoring.

Include for matching - This will include a match group, along with its attributes, in the matching process.

Only include for scoring - This will feed the match group to the match engine, however, once duplicate records are grouped, a 'match score' percentage will be generated, and this data will be used for scoring records.

E.g Email could be used for matching where sales@dqglobal.com returns multiple duplicate records. However, when the data is scored using the attributes of 'First Name' & 'Last Name', the records will be rejected as duplicates. This setup would look like this:


Across Entity Configuration

After you have selected your desired Entities from Step 1, you will be presented with a screen similar to this:

To start the process you must first go through and assign your related fields from the entities:

E.g. Address1_Country –> Address1_Country (as shown in the screenshot below)

NOTE: Attributes map have already been manually mapped on the Across Entity Mapping Page.


Page Functions:

  • 1. Expand All - Expand all match groups
  • 2. Add Match Group - Add existing match group or create a new group
  • 3. Delete - Tag and then remove match groups
  • 4. Refresh - Refresh to pre saved settings

Note: Groups and attributes can be re-arranged by using the drag and drop function.


Priority Column

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.

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.


Match vs Score

This section describes the difference between including groups for matching vs only including groups for scoring.

Include for matching - This will include a match group, along with its attributes, in the matching process.

Only include for scoring - This will feed the match group to the match engine, however, once duplicate records are grouped, a 'match score' percentage will be generated, and this data will be used for scoring records.

E.g Email could be used for matching where sales@dqglobal.com returns multiple duplicate records. However, when the data is scored using the attributes of 'First Name' & 'Last Name', the records will be rejected as duplicates. This setup would look like this:


This section explains how to enable the functionality of using related entity attributes for matching.

In this example, we will run through adding Opportunity attributes for matching on the Account entity.

Go to Settings and then head to Advanced Settings.

Within Advanced Settings, select Related Entities and then select the appropriate entity. In this example, we will select the Account entity. This will open the Related Entities configuration.

Select the related entities that you would like to use for related entity matching under the Include for Match header. In this example, we have checked the Include for Match box within the Opportunity row, which will enable Opportunity attributes for matching. After checking the appropriate box, select Save.

Now return to 'Create Session' and on Step 2 - Setting the Match Groups you will notice Opportunity is now present within the Entity Attributes section on the left.

Similar to standard configuration, you can drag and drop any fields within the Opportunity entity and use this for matching.

admin_functionality/create_session/step_2_set_attribute_groups.txt · Last modified: 2024/04/15 13:05 by ben.gilbey