Ruleset editor

The Ruleset editor displays your match rules in a tabular format, making it easier to understand and edit your rules.

Aliases

The aliases section shows the alias configured for each of the match levels in your rules configuration. Match level aliases are used throughout the ruleset editor if they are configured.

To change the aliases, you will have to update the match rules used by the Find duplicates step.

Theme rules

The theme rules section contains each of your theme rules in the form of the rule name followed by a table representing that rule. The Element column contains the names of all the sub-rules (rules which form another rule) that make up this rule. Each of the remaining columns represent a single condition, with the header row containing the match level outcome if the condition is met and the other cells in the column containing the match level required by the respective sub-rule in order to result in that match level. If we take the following example theme rule:

Element	L0	L0	L1	L2	L2	L3
ThemeRule2	L0		L0	L1	L2	L3
ThemeRule3			L0		L0	L0
ThemeRule4		L0
ThemeRule5	L0		L1	L2

There are six different combinations which would result in the rule returning a match level:

Evaluates to match level	Condition	Represented by
L0	ThemeRule2 and ThemeRule5 evaluate to L0	First L0 column
L0	ThemeRule4 evaluates to L0	Second L0 column
L1	ThemeRule2 and ThemeRule3 evaluates to L0 and ThemeRule5 evaluates to L1	L1 column
L2	ThemeRule2 evaluates to L1 and ThemeRule5 evaluates to L2	First L2 column
L2	ThemeRule2 evaluates to L2 and ThemeRule3 evaluates to L0	Second L2 column
L3	ThemeRule2 evaluates to L3 and ThemeRule3 evaluates to L0	L3 column

If the sub-rules do not meet any of these combinations, then the rule will not match the input records at any level.

If your match rules contain any groups, including for cross-field matching, the groups will be shown under the match level in the row of the sub-rule that the group applies to.

Adding and editing theme rules

To add a new theme rule:

1. Click the New theme rule button.
2. Type the name of your new rule.
3. From the Initial rule dropdown, select the first sub-rule that will form your new rule.
4. From the Initial level dropdown, select the first match level outcome that you would like to create for your rule and click Add.

Your new rule will be created and you will be taken to the rule definition.

To edit a newly created or existing theme rule, first put the rule into edit mode by navigating to the rule and clicking the Edit icon next to the rule name. There are then several ways to edit the rule:

Add a new condition which determines the rule match level outcome
Select the new match level outcome from the dropdown under Add level and click +. This will add a new row for which you can configure each of the sub-rule requirements.

Use a new sub-rule in the current rule
Select the new sub-rule you would like to use from the dropdown at the bottom of the Element column and click +. This will add a new row representing the sub-rule within which you can configure the match level requirements to determine the match level outcome for your current rule.
Before being able to use a rule as a sub-rule, you must first create it separately as either a theme or element rule.

Change the rule outcome for a single condition
Click the match level outcome in the header row that you would like to change and select the new match level for that condition.

Change the required sub-rule match level for a condition
Click the match level requirement in the sub-rule row that you would like to change and select the new match level requirement for that sub-rule.

Remove a condition which determines a single match level outcome
Click the match level outcome in the header row of the condition that you would like to remove and select DELETE LEVEL.

Remove a sub-rule from the current rule
Click the delete icon on the left of the sub-rule that you would like to remove.

Remove the entire rule
Click the delete icon on the right of the rule name. If the rule is being used as a sub-rule, you will be unable to remove it until all references to it are removed first.

Save changes and exit edit mode
Click the save icon on the right of the rule name.

Discard changes and exit edit mode
Click the cancel icon on the right of the rule name.

Element rules

Element rules represent the low level rules, which specify how to compare individual elements within a record. See the list of elements for more details on available elements, comparators, and modifiers.

Click Element rules in the left navigation menu to view and edit the element rules.

Adding and editing element rules

To add a new element rule:

1. Click the New element rule button.
2. Type the name of your new rule and click Add.

To edit a newly created or existing element rule, first put the rule into edit mode by navigating to the rule and clicking the Edit icon next to the rule name. There are then several ways to edit the rule:

Add a rule definition at a new match level
Select the new match level from the dropdown at the bottom of the Match Level column and then click the + in the Criteria column.

Edit a rule definition for a single match level
Click the edit icon in the Criteria column for the definition you would like to edit. Once the definition at that match level is in edit mode, you can change the element, modifier, filter(s), comparator, and comparator result. You can also add additional conditions by clicking + to the left of the criteria type.

The criteria type (either OR / AND) will apply to all conditions at that match level in the Criteria column. If the criteria type is set to OR, only a single condition will need to be met to result in that element rule evaluating to that match level. If the criteria type is set to AND, all conditions will need to be met to result in that match level.

Saving or discarding changes for a single match level needs to be done in addition to saving changes to the entire element rule. To save or discard your changes for the match level, click the corresponding icon in the Criteria column.

Remove a rule definition for a single match level
Click the delete icon on the left of the match level for the definition you would like to remove.

Remove the entire rule
Click the delete icon on the right of the rule name. If the rule is being used as a sub-rule, you will be unable to remove it until all references to it are removed first.

Save changes and exit edit mode
Click the save icon on the right of the rule name.

Discard changes and exit edit mode
Click the cancel icon on the right of the rule name.

Using the modified ruleset

Once you are happy with your changes, you can either download your modified ruleset or load your modified ruleset back into the workbench to explore the changes in other areas of the workbench.

To download a file containing your modified ruleset, click the Download ruleset button in the aliases section. You can then use this with the Find duplicates step.

To load your modified ruleset into the workbench, click the Update workbench settings with this ruleset button in the aliases section. Clicking the Change settings dropdown will show your updated rules. The Compare records and Tune rules areas of the workbench will also use your updated rules which makes it ideal for checking that your changes affect duplicate matching as intended. You can continue to make further changes directly in the workbench settings or using the Ruleset editor.