Default Dedupe Rule Settings

Published
2008-06-25 07:39
Written by
We made few changes to default settings for New dedupe Now default dedupe rules settings are as follows Fuzzy Rules for
  • Individual => First Name AND Last Name AND Email
  • Organization => Organization Name OR Email
  • Household => Household Name OR Email
Strict Rules for
  • Individual => Email
  • Organization => Organization Name OR Email
  • Household => Household Name OR Email
contact creation/edit uses the default fuzzy rule group (for the given contact type), while import, profile creation/edit and event/contribution registration use the default strict rule. As using these rules in real life situations may find some other combination more suitable so we’d be more than happy if you give us your valuable feedback on this.
Filed under

Comments

This isn't particularly clear. At first glance, it would seem that 'First name AND Last Name AND Email" is actually MORE strict than just 'Email'. But if I'm not mistaken, I think the weight settings make the individual Fuzzy rule actually more like:

"Email OR (First Name AND Last Name)"

Also, it would be helpful to have further clarification about when the Fuzzy Rule is applied vs when the Strict Rule is applied.

contact creation/edit uses the default fuzzy rule group (for the given contact type), while import, profile creation/edit and event/contribution registration use the default strict rule.

I've added the information in blog also.
For more information on dedupe you can refer New dedupe.