Configuring reconciliation custom identification rules
A reconciliation job is provided with a standard rule set of identification (ID) rule. An identification rule set is a set of prioritized rules that define how CI instances in different data sets are identified as the same entity, such as comparing serial numbers and product names. In most cases, a standard rule set is sufficient to reconcile data. However, you can create customized identification rule set, if required.
Before you begin
- Plan how many rules are needed, and in what order.
- Know what data set to use as reference in each rule.
- When creating a custom reconciliation job, clear the Use Standard Rules for Dataset option for the job. This enables you to select the custom identification rule in the Identify activity for the custom job.
To create identification rules
You can configure a custom identification rule from the Configurations > Manage Reconciliation Rules > Identification Rules menu option. The detailed procedure for creating a rule is available when you click the Walkthroughs widget on the right-side margin of the Dashboard.
Scroll through the widget options and select Configuring Reconciliation Custom ID Rules. The walk-through provides you a real-time flow through the fields that you must configure to create a new custom identification rule.