Reconciliation Identify activity overview
To add an Identify activity to a reconciliation job, follow the process outlined in the following steps.
Each step represents a procedure. In the sections that relate to this process, the graphic is repeated, and the related step is highlighted.
- Create a job to hold the Identify activity, if no job exists. See Creating and editing a customized reconciliation job.
Create an Identify activity which stores the rules and datasets for identification. See Creating a reconciliation Identify activity
Activities cannot be reused between jobs. If you delete a custom job, all its activities are also deleted. If you delete a a standard job, all its activities and identification and precedence rulesets are also deleted.
- Create Identification rulesets, each of which has rules that match instances between two datasets. See Creating an Identification ruleset for reconciliation.
- Select the datasets to identify. See Relating datasets and Identification rulesets for reconciliation.