To set up identity resolution rules, you must first configure your input models. Then, you can define match rules.
This page goes through the match rule configuration.
Merge rules instruct Hightouch how should it should try to find connections between records. For example, two users may have the same emails, or two events may have the same anonymous id.
You can build complex merge rules using the merge rule builder to nest
Hightouch supports the following comparison operators:
You can also use one of several transformations out of the box so you don't need to perform these transformations on your mdoels before hand:
- case insensitive
- normalize (convert multiple consecutive spaces to a single space and remove spaces from the beginning and end of strings)
Limit rules allow you to prevent merging records if they would violate some business rule that is important to your data.
For example, if you never want to merge two records if they have different
user_id values, then you can specify a limit rule of 1
user_id per record.