Matching your data to create master data entities (IBM Match 360)

Preparing to run matching

Before you run the matching algorithm, ensure that you publish your data model and assets into the IBM Match 360 with Watson service. For more information, see Adding data and mapping it to your data model.

Each entity type defined in your data model has its own separate matching algorithm to create entities of that type. For example, a Person record type can have more than one entity type, such as Person and Household.

• A Person entity type could be used for deduplication and entity resolution of your person record data.
• A Household entity type could be used to create associations of person records that all belong to the same household.

Setting up your matching algorithm

To set up your matching algorithm:

1. Click the navigation menu and select Matching setup to open the matching setup page.

2. From the entity type menu, select the type of entity whose matching algorithm you want to configure. The list of entity types is taken from your data model and follows the format Record type - Entity type.

   It is possible for this list to include entity types that have not yet been published into the system. In this case, matching will not be able to start. Always ensure that you publish your data model after making any changes, such as adding a new entity type.

3. Go to the Match settings tab to select the attributes to use in matching data. The first time that you open this tab, the IBM Match 360 service automatically generates some suggested attributes from your data model to use in matching.

4. Review the list of matching attributes. These attributes will be used as the basis of comparison to match records and create master data entities. To add or remove attributes from the list, click Edit attributes then select or clear attributes and their component fields as needed.

   As you choose your matching attributes, use the Match strength indicator to see an estimate of how your changes affect the matching algorithm.

   If you have added any custom attributes to the data model, they are not selected for consideration in matching by default. If you want to use a custom attribute type in matching, you must select it and then specify which of its fields to consider. If you do not specify any fields, then the matching algorithim cannot use the attribute.

   For predefined (non-custom) attribute types, if you do not specify which fields to consider, the matching algorithm uses a default set of fields.

5. When you are satisfied with your matching attributes, click Save.

Selecting which records get considered for matching

Optionally, you can configure conditions that define what records IBM Match 360 selects for matching consideration.

By default, all records associated with the selected entity type can participate in matching. To narrow the scope of records available to match, you can specify filter conditions that include or exclude records that have certain attribute values.

To define what records get selected for matching:

1. Click the navigation menu and select Matching setup to open the matching setup page.

2. Select Record selection in the sidebar to access the record selection settings.

3. Ensure that the correct matching algorithm is selected. The default matching algorithm names are Person - Person entity and Organization - Organization entity.

4. If you want to enable record selection filters for this entity type, click Enable record selection.

   To later disable record selection filters, select Disable record selection.

5. Define record selection conditions:

   a. Click +, then select the attribute that you want to consider.

   b. Click +, then select the corresponding attribute value that you want to select for.

   c. Repeat these steps to add conditions.

   After you define a condition, the Action setting becomes available.

6. Define the action associated with the condition. Click +, then select either Use in matching or Do not use in matching.

   • If you select Use in matching, then only records that meet the conditions are able to participate in matching for this entity type.
   • If you select Do not use in matching, then any records that meet the conditions are unable to participate in matching for this entity type.

Matching your data and reviewing results

To run matching on your record data to create master data entities:

1. Click the navigation menu and select Matching setup to open the matching setup page.

2. From the entity type menu, select the type of entity whose matching algorithm you want to run. The list of entity types is taken from your data model and follows the format Record type - Entity type.

3. Click the run matching icon in the action bar.

   The matching process takes a while to complete. It runs in the background so that you can continue working. You'll be notified when it's complete.

4. When matching is complete, go to the Match results tab to see a dashboard of statistics and visualizations to provide insight about your master data.

   You can adjust your matching algorithm at any time by choosing different matching attributes or changing your autolink threshold

   Tip: If your record data changes after matching is complete, the statistics on the match results screen can become out of date. To update the statistics, click Refresh match results or run matching again. Refreshing the match results can take some time to complete.

As you add more data sources and assets to your IBM Match 360 instance and rerun matching, the new data is matched both within itself and against the existing data in the system. In this way, you can build a unified, single, 360-degree view of your customers across your entire enterprise.

Next steps

• Explore your matched master data entities and records
• Tune and customize your matching algorithm
• Define attribute composition rules

Learn more

• IBM Match 360 matching algorithms
• Tutorial: Onboarding and matching data

Parent topic: Configuring master data