Worked Walkthrough: Build a Match Rule With Evidence
Design a customer match rule using blocking, evidence scoring, thresholds, and steward review.
The duplicate queue is noisy because customer matching relies on company-name similarity alone. Stable identity evidence should carry more weight than convenient text similarity. A high name-similarity score can still be wrong when companies share common words, regions, or service labels. Name similarity above 90 percent creates auto-merge candidates. Country and domain block comparisons; tax ID, registration number, address, domain, and name contribute weighted evidence; ambiguous pairs go to steward review. Define the defect Measure queue noise, missed duplicates, and any wrong merges from the current name-only rule. This follows DMAIC thinking. Without a baseline, the team cannot tell whether…
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