Set up duplicate check - Basic matching

Use a basic duplicate check to ensure that no (almost) similar records exist in a table.

To set up a duplicate check rule you can use a duplicate check of type Basic matching. If the desired Basic matching duplicate check does not exist, set up a new Basic matching duplicate check.

For each Basic matching duplicate check, define which combination of table fields is checked on duplicate values. So, the combination of field values must be unique in the table. Only one record can have this combination of field values.

Note

A duplicate check can be used in multiple data quality policies. Therefore, changes may impact other data quality policies.

To review the dependencies and assess the potential effect, first check where the duplicate check is used:

1. On the Duplicate check page, select a duplicate check.

2. On the Action Pane, click Where used.

3. Review the dependencies.

If the desired changes have an unintended impact on other configurations, you can create a copy of the duplicate check:

1. On the Duplicate check page, select a duplicate check.

2. On the Action Pane, click Copy.

3. On the dialog, enter a new name and click OK.

4. Make the changes to the copy.

Steps

1. Click Data quality management.

2. Click Duplicate checks.

3. Click New.

4. In the Duplicate check name field, type a value.

5. In the Duplicate check type field, select 'Basic matching'.

6. Define the table that you want to check on duplicate records.

   In the Table name field, enter or select a value.

7. Sub-task: Select the fields to be checked on duplicate values.

   1. In the Fields section, click Add.

   2. In the Available list, find and select the desired fields.

   3. Click -> (Add) to add the fields to the Selected list.

   4. Click OK.

8. Sub-task: Select the fields that can be merged for a duplicate record.

   1. In the Merge fields section, click Add.

   2. On the dialog, in the list, find and select the desired fields.

   3. Click Add (->).

   4. Click OK.

9. Sub-task: Activate the duplicate check.

   1. If the duplicate check setup is finished, you can make it available for selection on the duplicate check rules.

      Select Yes in the Active field.

      Note

      • If active, you cannot edit the duplicate check.

      • If active and used in an active data quality policy version, you cannot make the duplicate check inactive.

10. Close the page.