Relationship Linker Rules Editor - trillium_discovery - trillium_quality - 17.2

Trillium Relationship Linker Rules Editor

Product type
Software
Portfolio
Verify
Product family
Trillium
Product
Trillium > Trillium Discovery
Trillium > Trillium Quality
Version
17.2
Language
English
Product name
Trillium Quality and Discovery
Title
Trillium Relationship Linker Rules Editor
Topic type
Overview
How Do I
Configuration
Installation
Reference
Administration
First publish date
2016
ft:lastEdition
2024-07-01
ft:lastPublication
2024-07-01T08:52:01.213739

The Relationship Linker is a utility that evaluates records for potential matches, enabling you to eliminate duplicate records and identify households.

You use the Rules Editor to define the fields, patterns, grade thresholds, and comparison routines for the Relationship Linker process.

To launch the Rules Editor

  1. Right-click the Relationship Linker process and select Edit Process from the pop-up menu.
  2. Select Tools from the navigation menu and click Launch Rules Editor. Three separate windows open: The Rules Editor window (the parent), the Field List Editor window, and the Grade Pattern Editor window.
  3. Click the tab that represents the matching level you want.
    Note: Depending on the data you are processing, the parent window has from one to four tabs: two for consumer records (one for household level matching and one for individual level) and two for business records (one for company level matching and one for contact level).
  4. From the Window menu, click Tile Horizontally to view both the Field and Pattern Editors.
  5. Use the Field List Editor and Grade Pattern Editor to review or customize the rules used by the Relationship Linker.
  6. Click another tab and repeat Step 5.