Creating a Duplicate Rule condition using the Default Template

You can create a duplicate Rule to identify the duplicate records within an object.

  1. Click Design > Business Controls > Rule Books.
  2. Click the arrow option corresponding to the Process Insight Rule Book in which you want to create the new Process Insight Rule.
  3. Click New. The New Rule page page is displayed.
  4. Click the Conditions tab.
  5. Select the Duplicate Rule - Default Template option to create the rule.
  6. Click Add to select these attributes in the grid.
    Field Operator Fuzzy Match Threshold Minimum Fuzzy Match Threshold Maximum
    Supplier Party Master ~ City Name Exact Match NA Na
    Supplier Party Master ~ Country Code Exact Match NA NA
    Supplier Party Master ~ Address Line Fuzzy Match 80 99
    Supplier party Master ~ Postal Code Exact Match NA NA

    The comparison of attributes can be made with the Exact Match or the Fuzzy Match operator. The Exact Match operator searches for the exact match of the attribute data while the Fuzzy Match operator searches the similar (not exact) attribute data. For the Fuzzy Match operator you must specify the minimum and the maximum threshold value for the attribute data comparison.

  7. Specify these conditions. 
    Group 1
              Condition 1
                Value Set 1
                  Supplier Party Master ~ Status
                  None
                 Value Set 2
                  List
                  Deleted
              and
              Condition 2
                 Value Set 1
                   Supplier Party Master 1 ~ Status
                   None
                 Value Set 2
                   List
                   Deleted

  8. Click Save.
The rule with this condition identifies all the duplicate supplier records.