ID resolution rules

Preview: This is a preview feature, and remains a work in progress. The following content may be subject to change before full release. If you have any questions regarding this preview feature, please direct them to our support team.

Simplified ID resolution rules presentation
We have now categorised the ID resolution rules into standard and advanced sets and auto select a default group of the standard rules when configuring for the first time. In addition, we now also only show those rules that can actually be run (because the columns required have been mapped).

ID (Identity) resolution allows you to specify the strategies used when importing your data to the Apteco Customer Data Platform (CDP).

This allows you to control the manner in which your records are compared and resolved.

Duplicate records in the input source are compared to those already within the CDP, and resolved in two stages:

  • Internal duplicate records between the records of the source data

  • Records already present within the CDP tables

Using ID resolution rules

Prerequisites: Before you can apply ID resolution rules, you must set up your data mappings.

To apply ID resolution rules:

  1. Select ID Resolution Rules, from the three dot action menu.

  2. You’re now presented with several expandable sections relating to the attributes stored within your CDP.

  3. Expand each section to display the available rules. There’s an option to select all rules within each category, and ‘overall’ at the bottom of the side panel menu.

Match on Source URN: Records with identical Source URN values will be de-duplicated against each other so that a single row is used when updating the Individuals table in the CDP.

Match on Email Address, regardless of other fields

Records with identical Email address values match

Match on all of Title, Firstname, Lastname and Email Address

Records with identical Firstname, Lastname and Email Address values match

Match on all of Firstname, Lastname and Email Address

Records with identical Firstname, Lastname, and Email address values match

Match on all of Soundex Firstname, Lastname and Email Address (Advanced)

Records with phonetically identical Firstname, identical Lastname, and identical Email address values match

Match on all of Firstname, Soundex Lastname and Email Address (Advanced)

Records with identical Firstname, phonetically identical Lastname, and Email Address values match

Match on all of Firstname, Lastname, Date Of Birth and Email Address

Records with identical Firstname, Lastname, Date Of Birth, and Email Address values match

Match on all of Firstname, Date Of Birth and Email Address

Records with identical Firstname, Date Of Birth, and Email Address values match

Match on all of Firstname, Gender and Email Address

Records with identical Firstname, Gender, and Email Address values match

Match on Firstname and Email Address

Records with identical Firstname and Email Address values match

Match on all of First Initial, Lastname and Email Address

Records with First initial, Lastname match, and identical Email Address

Match Firstname via a nickname, Lastname and Email Address

Records with Firstname (resolved through a nickname lookup), Lastname, and identical Email Address values match

Match Firstname via 1 character change (Min length of 5), Lastname and Email Address (Advanced)

Records with Firstname via one character change (resolved through a nickname lookup with a minimumin length of 5 characters), Lastname, and identical Email Address values match

Match Firstname, Lastname via 1 character change (Min length of 5) and Email Address (Advanced)

Records with Firstname, Lastname via one character change (resolved through a lookup with a minimumin length of 5 characters), and identical Email Address values match

Match Firstname via 2 character changes (Min length of 6), Lastname and Email Address (Advanced)

Records with Firstname via two character changes (resolved through a nickname lookup with a minimumin length of 6 characters), Lastname, and identical Email Address values match

Match Firstname, Lastname via 2 character changes (Min length of 6) and Email Address (Advanced)

Records with Firstname, Lastname via two character changes (resolved through a lookup with a minimumin length of 6 characters), and identical Email Address values match

Match on all of Title, Firstname, Lastname and Address

Records with identical Title, Firstname, Lastname, and Address values match

Match on all of Firstname, Lastname and Address

Records with identical Firstname, Lastname, and Address values match

Match on all of Soundex Firstname, Lastname and Address (Advanced)

Records with phonetically identical Firstname, identical Lastname, and Address values match

Match on all of Firstname, Lastname, Date Of Birth and Address (Advanced)

Records with identical Firstname, Lastname, Date Of Birth, and Address values match

Match on all of Firstname, Date Of Birth and Address

Records with identical Firstname, Date Of Birth, and Address values match

Match on all of Firstname, Gender and Address

Records with identical Firstname, Gender, and Address values match

Match on Firstname and Address

Records with identical Firstname and Address values match

Match on all of First Initial, Lastname and Address

Records with identical First initial, Lastname, and Address values match

Match Firstname via a nickname, Lastname and Address

Records with Firstname (resolved through a nickname lookup), Lastname, and Address values match

Match Firstname via 1 character change (Min length of 5), Lastname and Address (Advanced)

Records with Firstname via one character change (resolved through a nickname lookup with a minimum in length of 5 characters), Lastname, and Address values match

Match Firstname, Lastname via 1 character change (Min length of 5) and Address (Advanced)

Records with Firstname, Lastname via one character change (resolved through a lookup with a minimum in length of 5 characters), and Address values match

Match Firstname via 2 character changes (Min length of 6), Lastname and Address (Advanced)

Records with Firstname via two character changes (resolved through a nickname lookup with a minimum in length of 6 characters), Lastname, and Address values match

Match Firstname, Lastname via 2 character changes (Min length of 6) and Address (Advanced)

Records with Firstname, Lastname via two character changes (resolved through a lookup with a minimum in length of 6 characters), and Address values match

Match on all of Title, Firstname, Lastname and Mobile Phone Number

Records with identical Title, Firstname, Lastname, and Mobile Phone Number values match

Match on all of Firstname, Lastname and Mobile Phone Number

Records with identical Firstname, Lastname, and Mobile Phone Number values match

Match on all of Soundex Firstname, Lastname and Mobile Phone Number (Advanced)

Records with phonetically identical Firstname, identical Lastname, and Mobile Phone Number match

Match on all of Firstname, Soundex Lastname and Mobile Phone Number (Advanced)

Records with phonetically identical Firstname, identical Lastname, and Mobile Phone Number match

Match on all of Firstname, Lastname, Date Of Birth and Mobile Phone Number

Records with identical Firstname, Lastname, Date Of Birth, and Mobile Phone Number match

Match on all of Firstname. Date Of Birth and Mobile Phone Number

Records with identical Firstname, Date Of Birth, and Mobile Phone Number values match

Match on all of Firstname, Gender and Mobile Phone Number

Records with identical Firstname, Gender, and Mobile Phone Number values match

Match on Firstname and Mobile Phone Number

Records with identical Firstname, and Mobile Phone Number values match

Match on all of First Initial, Lastname and Mobile Phone Number

Records with identical First initial, Lastname, and Mobile Phone Number values match

Match on Mobile, regardless of other fields

Records with Mobile Phone Number values match

Match Firstname via a nickname, Lastname and Mobile Phone Number

Records with identical Firstname (resolved through a nickname lookup), Lastname, and Mobile Phone Number values match

Match Firstname via 1 character change (Min length of 5), Lastname and Mobile Phone Number (Advanced)

Records with Firstname via one character change (resolved through a nickname lookup with a minimumin length of 5 characters), Lastname, and Mobile Phone Number values match

Match Firstname. Lastname via 1 character change (Min length of 5) and Mobile Phone Number (Advanced)

Records with Firstname, Lastname via one character change (resolved through a nickname lookup with a minimumin length of 5 characters), and Mobile Phone Number values match

Match Firstname via 2 character changes (Min length of 6), Lastname and Mobile Phone Number (Advanced)

Records with Firstname via two character changes (resolved through a nickname lookup with a minimumin length of 6 characters), Lastname, and Mobile Phone Number values match

Match Firstname, Lastname via 2 character changes (Min length of 6) and Mobile Phone Number (Advanced)

Records with Firstname, Lastname via two character changes (resolved through a nickname lookup with a minimumin length of 6 characters), and Mobile Phone Number values match

Match on all of Title. Firstname, Lastname and Landline Phone Number

Records with identical Title, Firstname, Lastname, and Landline Phone Number values match

Match on all of Firstname, Lastname and Landline Phone Number

Records with identical Firstname, Lastname, and Landline Phone Number values match

Match on all of Soundex Firstname, Lastname and Landline Phone Number (Advanced)

Records with phonetically identical Firstname, Lastname, and Landline Phone Number values match

Match on all of Firstname, Soundex Lastname and Landline Phone Number (Advanced)

Records with Firstname, phonetically identical Lastname, and Landline Phone Number values match

Match on all of Firstname, Lastname, Date Of Birth and Landline Phone Number

Records with identical Firstname, Lastname, Date Of Birth, and Landline Phone Number values match

Match on all of Firstname, Date Of Birth and Landline Phone Number

Records with identical Firstname, Date Of Birth, and Landline Phone Number values match

Match on all of Firstname. Gender and Landline Phone Number

Records with identical Firstname, Gender, and Landline Phone Number values match

Match on Firstname and Landline Phone Number

Records with identical Firstname and Landline Phone Number values match

Match on all of First Initial. Lastname and Landline Phone Number

Records with identical First initial, Lastname, and Landline Phone Number values match

Match on Landline, regardless of other fields

Records with Landline Phone Number values match

Match Firstname via a nickname, Lastname and Landline Phone Number

Records with identical Firstname (resolved through a nickname lookup), Lastname, and Landline Phone Number values match

Match Firstname via 1 character change (Min length of 5), Lastname and Landline Phone Number (Advanced)

Records with Firstname via one character change (resolved through a nickname lookup with a minimumin length of 5 characters), Lastname, and Landline Phone Number values match

Match Firstname, Lastname via 1 character change (Min length of 5) and Landline Phone Number (Advanced)

Records with Firstname, Lastname via one character change (resolved through a nickname lookup with a minimumin length of 5 characters), and Landline Phone Number values match

Match Firstname via 2 character changes (Min length of 6), Lastname and Landline Phone Number (Advanced)

Records with Firstname via two character changes (resolved through a nickname lookup with a minimumin length of 5 characters), Lastname, and Landline Phone Number values match

Match Firstname, Lastname via 2 character changes (Min length of 6) and Landline Phone Number (Advanced)

Records with Firstname, Lastname via two character changes (resolved through a nickname lookup with a minimumin length of 5 characters), and Landline Phone Number values match

Explainer: For the following example, we’re using Source URN as our sole ID resolution rule.

  1. Click Apply when you’ve selected the ID resolution rules for your data.

  2. Once applied, you’re presented with a Data Preview.

    Explainer: In the following example, we have a single dataset containing unique email addresses. However, there are duplicate source URNs, effectively creating two sets of data when viewed by URN.

  3. Click Import to begin the import process. Progress is displayed in a log file window while this process runs.

    You can also set the import to run on a Schedule.

  4. Once complete, you can click View Import Summary to view the build actions that have taken place.

  5. You can click on View Details next to ID Resolution for a breakdown.

Explainer: Here we’ve identified four duplicate records and no matches within our data source.

Mapping additional options

When a mapping has been created it is then listed on the CDP Table Mappings page.

There are then several actions available through the actions (three dot) menu.

  • Edit: Edit the mapping

  • Import to CDP: Initiate an import to the standard tables (of the CDP) using the mapping and identity resolution rules defined

  • View Last CDP Import: View the results of the last import process

  • Delete: Remove the chosen mapping permanently