Create an Exact Match Rule

Create an exact match rule to compare values in input entity columns and lookup entity columns.

Procedure

  1. Click the rule node to open its properties panel and set the following properties in the General section:

    Property

    Description

    Business Name

    Enter a name for your rule to identify it in the diagram.

    Match Strategy

    Choose Exact Match.

    Input Scope

    [read-only] Specifies which input records are processed by the rule.

    Lookup Scope

    [read-only] Specifies which lookup records are available for matching by the rule.
  2. Use the Match Columns section to specify columns to compare.
    Drag a column from the input entity and drop it onto a column in the lookup entity to specify that the values in the two columns must match exactly. If you map additional columns, the values in each column pair must all match exactly.

    Example

    Matching Criteria

    An input record is matched with a lookup record if:

    • The value in the input County column exactly matches the value in the lookup County Name column.

    An input record is matched with a lookup record if:

    • The value in the input Town column exactly matches the value in the lookup Town Name column, and

    • The value in the input County column exactly matches the value in the lookup County Name column.
  3. [optional] Specify filters to restrict the records from your input and/or lookup entities that will be considered for matching in the rule using the following sections:

    • Input Records Filter - Specify a filter expression to restrict the input records that are considered for matching in the rule. You can reference any of the columns in the input entity and use any standard operators.

    • Lookup Records Filter - Specify a filter expression to restrict the lookup records that are considered for matching in the rule. You can reference any of the columns in the lookup entity and use any standard operators.

    For example entering Revenue > 100000 AND Status = 'Active' would restrict the records to be processed to only those meeting both these criteria.
    If an Input Records Filter is defined, a filter symbol is displayed in the top-left corner of the rule symbol.
    If a Lookup Records Filter is defined, a filter symbol is displayed in the bottom-left corner of the rule symbol.
  4. [optional] Control case-sensitivity and whitespace trimming with the options in the Advanced Settings section.

    Property

    Description

    Case-Sensitive

    Disable this option to allow case-insensitive matching.

    By default, exact match rules are case-sensitive so that, for example, an input column containing the string "paris" will not be matched with a lookup column containing "Paris".

    Trim Leading and Trailing Whitespace

    Disable this option to take into account any space characters preceding or following string values.

    By default, exact match rules trim whitespace so that, for example, an input column containing the string " London " or London will be matched with a lookup column containing London.
  5. Save, deploy, and run your intelligent lookup to see the results of your rule.
    1. Click (Deploy) to save and deploy your intelligent lookup.
      If you have not previously saved the intelligent lookup, you will be prompted to provide a business and technical name for it. Enter appropriate names, and then click Save.
    2. Once deployment is complete, click (Run) to run the intelligent lookup and review the results.