How does DTSS do matching?

Question

How does DTSS perform matching between Data Tenant (DT) and Customer Tenant (CT) records?

Answer

Reltio’s Data Tenant Subscription Service (DTSS) facilitates matching between records in a Data Tenant (DT) and a Customer Tenant (CT) using match rules defined within the DT. These match rules are configured to identify either automatic matches or potential matches, depending on the synchronization settings.docs.reltio.com+5docs.reltio.com+5docs.reltio.com+5docs.reltio.com

Key Points:

• Match Rule Configuration: Match rules that control cross-tenant matching are defined in the data tenant L3. The customer tenant match rules only perform matching on data in the customer tenant only, not outside of that. docs.reltio.com
• Automatic vs. Potential Matches: DTSS supports both Automatic and Potential Matches. Automatic matches are matches where the degree of confidence in the match is high enough to merge the records without human intervention. Potential matches are matches that have been identified as possibly being a match but require a data steward to review and confirm the match. docs.reltio.com
• Subscription Configuration: The behavior of the DT match rules can be configured to some extent in the data tenant subscription. In particular, if a suspect match rule is defined in the synchronizationConfig section of the subscription, only that rule will be used to identify potential matches between CT and DT entities. docs.reltio.com+1docs.reltio.com+1
• Matching Process: When a DT record matches a CT record based on the defined rules, and if the AUTOSUBSCRIBE action is configured, the DT record is automatically subscribed to the CT. If the match does not meet the criteria for automatic subscription, it is presented as a potential match for manual review.

References

• DTSS and Matching
• How does DTSS do matching?
• DTSS Match Configuration
• Identify potential matches across Data and Customer Tenants