This article provides instructions on where and how to configure Merge Rules within clearMDM. The Merge Rules Quick Start Guide and Merge Settings Guide should be referenced for more detailed support.
Merge Rules are configured within MDM Settings>Attribute Groups. Attribute Groups are collections of fields on a Target Object that must be merged together from a single Source Record only. In determining how the Master Record fields (in the Attribute Group) are populated each related Source Record is evaluated for validity (typically completeness) and priority. Attribute Group priority can be defined on a Newest, Oldest or Dynamic Priority basis allowing custom business rules to direct which Source Record the field values are taken from.
Attribute Group Templates support cross-field merge.
Attribute Groups Settings
The Attribute Groups Settings Tab within the MDM Settings provides the ability to be able to specify Merge Rules per Target Object and Data Source. A Merge Rule needs to be setup where a value on a field needs to be retained and/or updated to the Master Record. The Attribute Group Article provides an example on how to setup a Merge Rule.
For help with Merge Rules configuration please do not hesitate to contact us at hello@clearMDM.com
Article last reviewed: 2025-03-18