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Match Rules - Configuration

Match Rules - Configuration

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

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About this course

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

Coverage includes:

  • Matching
  • Merging
  • Survivorship
  • How match and merge leverages the Reltio information architecture
  • Various types of match rules
  • How to construct match rules

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

 On successful completion of the knowledge checks, a course completion certificate will be issued. The certificate is valid for 2 years. 

Curriculum2 hr 51 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
  • Hands-on Practice
  • Demo: Create a Suspect Match Rule 0 hr 40 min
  • Challenge: Create a Suspect Match Rule 0 hr 30 min
  • Challenge: Create a Relationship 0 hr 30 min
  • Wrap Up
  • Survey 0 hr 5 min

About this course

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

Coverage includes:

  • Matching
  • Merging
  • Survivorship
  • How match and merge leverages the Reltio information architecture
  • Various types of match rules
  • How to construct match rules

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

 On successful completion of the knowledge checks, a course completion certificate will be issued. The certificate is valid for 2 years. 

Curriculum2 hr 51 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
  • Hands-on Practice
  • Demo: Create a Suspect Match Rule 0 hr 40 min
  • Challenge: Create a Suspect Match Rule 0 hr 30 min
  • Challenge: Create a Relationship 0 hr 30 min
  • Wrap Up
  • Survey 0 hr 5 min