TAP-1214 Jarvis Duplicate Rule Sets

Overview:

Jarvis Duplicate Rule set are maintained in Setup | Duplicate Management: https://sydneyuni-adv.lightning.force.com/lightning/setup/DuplicateRules/home

Duplicate Rules are made up of Matching Rules:

Duplicate Rule Sets in Jarvis for logic review

https://sydneyuni-adv.lightning.force.com/lightning/setup/DuplicateRules/home

Rule Name	Description	Object	Matching Rule Name	Matching Criteria	Comments	Active
Standard Account Duplicate Rule	Duplicate Rule for Accounts using the Standard Account Matching Rule	Account	Standard Account Matching Rule	N/A	Inactive	NO
Standard Contact Duplicate Rule	Duplicate Rule for Contacts using the Standard Contact Matching Rule	Contact	Standard Contact Matching Rule Standard Lead Matching Rule	N/A	Inactive	NO
Standard Lead Duplicate Rule	Duplicate Rule for Leads using the Standard Lead Matching Rule	Lead	Standard Contact Matching Rule Standard Account Matching Rule Standard Lead Matching Rule
Standard Rule for Contacts with Duplicate Leads	Identify contacts with duplicate leads.	Contact	Standard Lead Matching Rule
Standard Rule for Leads with Duplicate Contacts	Identify leads with duplicate contacts.	Lead	Standard Contact Matching Rule
USyd Account Duplicate Rule	Duplicate Rule for Accounts using name and email address or city and country or phone matching	Account	USyd Account Matching Rule_1	N/A	Inactive	NO
USyd Account Duplicate Rule2	Duplicate Rule for Accounts using name and email address or city and country or phone matching	Account	USyd Account Matching Rule_2	(Account: NameFUZZY: COMPANY NAMEMatchBlank = FALSE) AND ((Account: EmailEXACTMatchBlank = FALSE) OR (Account: PhoneFUZZY: PHONEMatchBlank = FALSE) OR ((Account: BillingStreetFUZZY: STREETMatchBlank = FALSE) AND (Account: BillingCityFUZZY: CITYMatchBlank = FALSE)) OR ((Account: BillingStreetFUZZY: STREETMatchBlank = FALSE) AND (Account: BillingPostalCodeEXACTMatchBlank = FALSE)) OR (Account: PrimaryContactEXACTMatchBlank = FALSE) OR ((Account: AccountDefaultStreetEXACTMatchBlank = FALSE) AND (Account: AccountDefaultCityFUZZY: CITYMatchBlank = FALSE)))
USyd Account Duplicate Rule3	Duplicate Rule for Accounts using name+phone and name+street+state/Name+street+country	Account	USyd Account Phone Matching Rule
USyd Contact Duplicate Rule	Duplicate Rule for Contacts using email address, phone or address matching	Contact	USyd Contact Matching Rule	N/A	Inactive	NO
USyd Contact Duplicate Rule_12	Duplicate Rule for Contacts using Fuzzy first name+lastname+Accountname (where Account record Type not equal to Household)	Contact	USYD contact matching rule_12
USyd Contact Duplicate Rule_1I	Duplicate Rule for Contacts checking for FirstName+LastName+Email+Phone+Address	Contact	USyd Contact Matching Rule1
USYD_Address_matching_rule	Validates if address in Alternate channels have duplicates	Alternate Channels	USYD_Address_matching_rule	N/A	Inactive	NO
USYD_Phone_matching_rule	Duplicate Rule for Telephone in Alternate Channel	Alternate Channels	USYD_Phone_matching_rule	N/A	Inactive	NO

Suggested Rule Sets to be Added

Rule Name	Description	Object	Matching Rule Name	Matching Criteria	Suggested By
USyd_FirstName_LastName_Email	First Name, Last Name and Email	Contact		Contact.FirstName AND Contact.LastNameLast AND ( USYD_Preferred_Email__c OR AQB__PersonalEmail__c OR AQB__BusinessEmail__c OR AQB__SchoolEmail__c OR AQB__OtherEmail__c )	Yeng Sembrano
USyd__LastName_DOB	Last Name and DOB	Contact		Contact.LastNameLast AND Contact.Birthdate	Yeng Sembrano