The Trillium Quality for Dynamics matching rules allow it to find potential matches even if the data records are not identical. For example, it can identify common nicknames and abbreviations, allowing it to flag Sue Brown and Susan Brown as potential matches. Matching rules are country-specific, allowing Trillium Quality for Dynamics to find duplicate records based on a country’s unique addressing norms and idioms.
By default, Trillium Quality for Dynamics matches records based on:
Name and address
Name and telephone
Name and e-mail address
Trillium Quality for Dynamics can be configured to identify matches on up to five additional fields, such as customer ID or birth date.
The following steps outline the Trillium Quality for Dynamics cleansing and matching process:
When you enter and save a new record, or when you update certain fields in an existing record as described in Matching After Updating a Record, Trillium Quality for Dynamics first cleanses the data to ensure that it is as accurate as possible. (See Cleansing Records for a description of cleansing.)
It compares the record with existing records in the CRM database to search for relationships among the records. Only active records are compared; inactive records are not included in the match comparison.
Records found to have relationships are flagged (the TSS Duplicates field is set to True).
The matching rules used to determine relationships among records are often customized for each installation.
The following table is an overview of default matching rules; additional details about how matches are determined are described in Appendix: How Matches Are Identified.
Contacts and Leads: