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Identity Resolution

DeveloperFoundational~10 mins

In this workshop, you will create an identity resolution ruleset that works alongside a real-time data graph built from website event data, enabling anonymous visitors to be unified with known profiles in real-time as identity data is collected.

Identity Resolution Concepts

Before starting the hands-on exercises in this workshop, watch the video below to learn identity resolution concepts in Data 360. Enter the password LearnSPtoday to play the video.

Create an Identity Resolution Ruleset

Identity resolution rulesets define the matching and reconciliation logic that Data 360 uses to link records from multiple data sources and create a unified profile for each individual. The unified profiles produced by the ruleset are stored in Data Model Objects (DMOs) generated as part of the identity resolution process.

  1. Search and select Identity Resolutions from App Launcher .
  2. Click New.
  3. Select the Create New Ruleset tile and click Next.
  4. When prompted in the New Ruleset dialog, select the following details:
    • Data Space: default
    • Primary Data Model Object: Individual
    • Ruleset ID: RT
  5. Click Next.
  6. Enter RT Unified Individuals in the Ruleset Name field.
  7. Click Save.

Create Match Rule

Match rules tell Data 360 which profiles to unify during the identity resolution process. Each match rule contains one or more criteria. Profiles are matched when all criteria within a match rule are satisfied. In this exercise, you will create a custom match rule.

  1. Click Configure in the Match Rules panel.
  2. Click Next.
  3. Click Configure.
  4. Select Fuzzy Name and Normalized Email.
  5. Click Next.
  6. Review the configuration and click Next
  7. Click Save.

The ruleset will automatically be published and run after it is created.

Match Methods

In real-time matching, match methods are restricted to Exact or Exact Normalized matching only, regardless of the scheduled match selected for a given match rule. Email addresses and phone numbers can be matched using exact normalized matching, while all other fields are matched using exact matching only.

Additional Resources