Merging Contacts in SAP Markeitng

[ShivaniParihar]

Hello Experts,

I'm exploring the option of using report CUAN_CE_IC_TRIGGER_EIM to merge existing contacts and referring this doc. I've few queries around this report -

1. This report has following match policies -

• Person, Address
• Person, Phone
• Person, Email
• Person, Date, Gender

Our requirement is to match records with same email address, regardless of address, gender or phone info. When I ran the report, in one case two records are tagged as High Confidence match and they are having same name, similar address, different email, and same phone. Is it possible to select only Person, Email match policy or at-least consider for review only those records with same email address?

2. I've referred this match tuning guide, can we change the default setting for a match component and remove columns which we do not want to be considered during matching?

3. Is it only possible to merge high confidence matches through this report? I suppose low-confidence matches have to be merged manually?

Regards,
Pushpak

[former_member599277 · Accepted solution]

Dear Pushpak,

As mentioned in the documentation , Contacts are matched based on predefined match components and match policies. You cannot customize the Match and Marge Contacts application job. You cannot change the match score nor add new policies.

So If you want to merge based on Emails , then it has to be configured and contacts will be merged based on configuration while you update or create them but this job will not work for your case.

Regards,
Saravana.

[ShivaniParihar · Accepted solution]

Thanks Saravanakumar.

One follow-up question. This doc mentions role SAP_CEC_BC_MKT_AFC_PC to be added for merging contacts, but this role is not found in the system, we're using SAP Marketing 2020 on prem. Does this role not applicable for this version? Can you suggest which role is relevant here, will I see some more additional options in the UI than the one I'm currently seeing -

Thanks.