Creating comparison rules

A comparison rule defines how to compare objects or attributes of a child or parent object in one data set with a child or parent in another data set when the system executes a reconciliation task. You use the Comparison Rules application to create comparison rules that you can add to a reconciliation task.

About this task

When you create a comparison rule, the following elements of the rule are required:
  • A unique name for the comparison rule.
  • A value in the Data Set 1 field to specify what objects from that data set to reconcile
  • A value in the Data Set 2 field to specify what objects from that data set to reconcile
  • One or more matches found or attributes equality clauses
  • If creating a matches found comparison rule, either a Data Set 1 filter, a Data Set 2 filter, or both

The following instructions describe how to create a comparison rule.Data Set 1

Procedure

  1. On the toolbar in the Comparison Rules application, click New Comparison Rule.
  2. In the Comparison field, enter the name for the comparison rule. This name is the unique identifier of the comparison rule.
  3. Optional: In the description field, enter a brief description of the comparison rule.
  4. In the Type of Reconciliation section, in the Data Set 1 field, select the appropriate data set. The Data Set 2 field is populated with the corresponding data set. For example, if you select ASSET for Data Set 1, DEPLOYED ASSET is displayed in the Data Set 2 field.
  5. On the sub tabs on the Comparison Rule tab, create clauses using the appropriate option or options:
    • Create a Data Set 1 filter.
    • Create a Data Set 2 filter.
    • Create one or more matches found clauses.
    • Create one or more attributes equality clauses.
  6. After you complete all components of the comparison rule, click Save Comparison Rule.


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