Create a Matching Rule

Applicable to versions before v7.7

This article is only relevant to versions up to v7.6.2. From v7.7, matching rules are replaced by Business Rules.

 

Create matching rules in Modeller.

  1. Launchpad > Modeller > Matching Rules.
  2. Click the new button.
  3. The Create Rule screen opens.
    Create rule screen
  4. Enter your matching rule details. Ensure you enter a descriptive name and description, as these are shown to users when selecting the matching rule.
  5. Click the Create button to create your rule.
  6. The matching rule editor opens.
    Matching rule editor
  7. Drag and drop blocks and functions to build up your matching rule.
    Matching rule editor with blocks dropped onto the editor
  8. Click on the Save button to save your rule.

Review

You have now successfully created a matching rule.