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Match rules

Identity resolution is only available on Business tier plans. You can use it with or without Customer Studio.

To set up identity resolution rules, you must first configure your input models and select the appropriate identifiers. Please review the information in the Model Configuration page before proceeding.

This page goes through the merge and limit rule configuration:

Merge rules

Merge rules instruct Hightouch how should it should try to find connections between records. For example, two users may have the same email, or two events may have the same anonymous_id.

You can build complex merge rules using the merge rule builder to nest and/or conditions.

Merge rules

Hightouch supports the following comparison operators:

  1. Exact
  2. Fuzzy
  1. Phonetic (Soundex)

You can also use Hightouch's out-of-the-box transformations / data cleaning mechanisms to improve the likelihood of accurate matches:

  • Case insensitive
  • Normalize (convert multiple consecutive spaces to a single space and remove spaces from the beginning and end of strings)
  • Number (ignore non-numeric characters)

Data cleaning

Limit rules

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.

Limit rule

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Last updated: Jul 11, 2023

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