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Creating Match Rules

Creating Match Rules

Learn the use of the match rule framework within the Reltio platform.

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About this course

NOTICE: This course will be deprecated on August 1, 2023. If you are taking this course in order to satisfy certification requirements please be sure to complete it by this date.

This course describes the use of the match rule framework within the Reltio platform.

Coverage includes:

  • Experience from a data steward's perspective of cleansing
  • Matching
  • Merging
  • Survivorship
  • How match and merge leverages the Reltio information architecture
  • Various types of match rules
  • How to construct match rules
  • How to use various match level cleansers
  • Best practices for various kinds of attributes. 

There are no specific prerequisites for this course but the recommended skills are understanding of Master Data Management and understanding of classic match and merge principles, experience reviewing and remediating matches in an MDM environment and some understanding of the Reltio connected customer 360 platform information architecture module to cleanse, match, merge and survivorship experience from a data steward's perspective.

Course Completion

Once all the self paced videos and knowledge checks have been completed, there is a final knowledge check consisting of questions from all the course modules. A score of 85% is required to pass.  On successful completion of the final knowledge check, a course completion certificate will be issued. The certificate is valid for 2 years. 

Curriculum3 hr 45 min

  • Introduction and Overview
  • Cleanse, Match, Merge, Survivorship from a Data Steward's Perspective 0 hr 24 min
  • Knowledge Check: Data Steward Perspective 0 hr 5 min
  • Real-Time nature of Cleanse, Match, Merge, and Survivorship 0 hr 7 min
  • Knowledge Check: Real-Time nature 0 hr 5 min
  • Match Rules
  • Anatomy of a Match Group 0 hr 12 min
  • Knowledge Check: Anatomy of a Match Group 0 hr 5 min
  • Four Rule Types and the Comparison Formula 0 hr 20 min
  • Knowledge Check: Rule Types 0 hr 5 min
  • Tokenization
  • Identifying Match Candidate Pairs through Tokenization 0 hr 19 min
  • Knowledge Check: Tokenization 0 hr 5 min
  • Additional Topics on Matching
  • Cleansing within the Match Framework 0 hr 15 min
  • Knowledge Check: Cleansing within the Match Framework 0 hr 5 min
  • Additional Topics on Matching 0 hr 10 min
  • Knowledge Check: Additional Topics on Matching 0 hr 5 min
  • Match Rule Tuning 0 hr 33 min
  • Knowledge Check: Match Rule Tuning 0 hr 5 min
  • Survivorship
  • Attribute-Value Survivorship 0 hr 25 min
  • Knowledge Check: Attribute Value Survivorship 0 hr 5 min
  • Final Knowledge Check
  • Final Knowledge Check: Matching 0 hr 10 min
  • Wrap Up
  • Survey 0 hr 5 min
  • Test Quiz

About this course

NOTICE: This course will be deprecated on August 1, 2023. If you are taking this course in order to satisfy certification requirements please be sure to complete it by this date.

This course describes the use of the match rule framework within the Reltio platform.

Coverage includes:

  • Experience from a data steward's perspective of cleansing
  • Matching
  • Merging
  • Survivorship
  • How match and merge leverages the Reltio information architecture
  • Various types of match rules
  • How to construct match rules
  • How to use various match level cleansers
  • Best practices for various kinds of attributes. 

There are no specific prerequisites for this course but the recommended skills are understanding of Master Data Management and understanding of classic match and merge principles, experience reviewing and remediating matches in an MDM environment and some understanding of the Reltio connected customer 360 platform information architecture module to cleanse, match, merge and survivorship experience from a data steward's perspective.

Course Completion

Once all the self paced videos and knowledge checks have been completed, there is a final knowledge check consisting of questions from all the course modules. A score of 85% is required to pass.  On successful completion of the final knowledge check, a course completion certificate will be issued. The certificate is valid for 2 years. 

Curriculum3 hr 45 min

  • Introduction and Overview
  • Cleanse, Match, Merge, Survivorship from a Data Steward's Perspective 0 hr 24 min
  • Knowledge Check: Data Steward Perspective 0 hr 5 min
  • Real-Time nature of Cleanse, Match, Merge, and Survivorship 0 hr 7 min
  • Knowledge Check: Real-Time nature 0 hr 5 min
  • Match Rules
  • Anatomy of a Match Group 0 hr 12 min
  • Knowledge Check: Anatomy of a Match Group 0 hr 5 min
  • Four Rule Types and the Comparison Formula 0 hr 20 min
  • Knowledge Check: Rule Types 0 hr 5 min
  • Tokenization
  • Identifying Match Candidate Pairs through Tokenization 0 hr 19 min
  • Knowledge Check: Tokenization 0 hr 5 min
  • Additional Topics on Matching
  • Cleansing within the Match Framework 0 hr 15 min
  • Knowledge Check: Cleansing within the Match Framework 0 hr 5 min
  • Additional Topics on Matching 0 hr 10 min
  • Knowledge Check: Additional Topics on Matching 0 hr 5 min
  • Match Rule Tuning 0 hr 33 min
  • Knowledge Check: Match Rule Tuning 0 hr 5 min
  • Survivorship
  • Attribute-Value Survivorship 0 hr 25 min
  • Knowledge Check: Attribute Value Survivorship 0 hr 5 min
  • Final Knowledge Check
  • Final Knowledge Check: Matching 0 hr 10 min
  • Wrap Up
  • Survey 0 hr 5 min
  • Test Quiz