Configuration process map

Last published : Aug 10, 2026
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The following table gives you a high-level outline of the above configuration tasks:
1) Make data model updates
Before using add-on features, you must update your data model.
2) Register tables
You make data available to the add-on by registering tables. You can also specify whether to pause add-on functionality on registered tables.
3) Set matching options
You configure matching behavior for a registered table by adjusting options that set how and when matching executes. Matching operations locate potentially duplicate information.
4) Configure a merge policy
You create a merge policy to tell the add-on how it should handle matching results. For example, when duplicate information is found, these settings are used to specify which values should be merged, or survived, into the golden record.
5) Activating matching
When you activate matching configurations the add-on automatically validates configuration settings and informs you of any errors or warnings.
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