After you successfully configure the source, you are navigated to the Source Details page, which lists all the rules and match keys for a particular source and the rules for all the tables in case of a connection type data source. You can switch between different table descriptions from the drop-down list to view the associated rules and keys. You can choose between the Matching and Consolidation process to create the relevant rules and match keys based upon your needs on this page. This page also lists the published and saved matching and consolidation rules and match keys, if any, which you can choose to enhance further based upon your needs.
- Click the Create matching rule button to create a matching rule, which navigates you to the Match Rule Type page to choose between manual or smart match rule. For more information, see Creating Manual Match Rule and Creating Smart Match Rule, or
- Click the Create consolidation rule button to create a consolidation rule, which navigates you to the Rule Type page to choose between manual or smart consolidation rule. For more information, see Creating Manual Consolidation Rule.
To create a new match key, click the Create Match Key button in the Matching section. For more information, see Creating Match Key.
Viewing published and draft rules and match keys on source details page
- Draft - Indicates that the rule or match key is in a preliminary state and does not exist in the repository.
- Published - Indicates that the rule or match key exists in the repository, and a new rule or match key with the same name cannot be created.
- Created By: Displays the user who created the rule or match key.
- Last Updated: Displays the date and time when the rule or match key was last updated in DD/MM/YYYY HH:MM format.
- Rule Type: Displays if the rule is a smart rule or a manual
rule.
Moreover, you can also perform these operations on the card:
Operation
Description
Edit rule/match key
Click to edit a rule/match key. If you click, you are navigated to the rule/match key to edit it further.
Delete rule/match key
Click to delete the rule/match key.
Expand Click to expand the card to view the data.
Collapse Click to collapse the card to hide the data.
- To view the published rules/match keys only, click the Published button.
- To view the draft rules/match keys only, click the Draft button.
- To view both published and draft rules/match keys, click the Clear button.