About merge policy

Merge policy defines how the Merged Customers table will be maintained by Amperity. The Merged Customers table collects personally identifiable information (PII) data from all source datasets, and then collapses the best data into a single row that is unique by Amperity ID. Each row in the Merged Customers table represents a single customer’s best set of profile data.

Use merge policy to tell Amperity which tables are the most reliable sources of customer profile data.

Profile attributes

Source priority can be defined for names, physical addresses, email addresses, phone numbers, birthdates, and gender. Source priority is grouped into the following profile attribute groups.

Profile attribute

Semantic tags

Address

address, address2, city, state, postal, and country

Birthdate

birthdate

Email

email

Gender

gender

Name

full-name, given-name, surname

Phone

phone

Data sources that contain fields to which profile semantic tags were applied can be assigned a source priority for each profile attribute group. Source priority means that higher ranked data sources will be preferred over lower ranked data sources during the identity resolution process.

How source priority works

Tables A, B, and C all contain a field with email addresses to which the email semantic tag is applied. They are ranked 1) table A, 2) table B, and 3) table C.

If the value in table A is “justin@email.com” then the priority for email address is table A and the value “justin@email.com”.

If the value in table A is NULL and the value in table B is “justinc@email.com” then the priority for email address is table B and the value “justinc@email.com”.

If the values in tables A and B are NULL and the value in table C is “justin.c@email.com” then the priority for email address is table C and the value “justin.c@email.com”.

To configure source priority for profile attributes

  1. Open the Profile Builder

  2. For each profile attribute, use the    icon to move the list of tables into the desired order.

  3. Click Save.

Source table precedence

Source table precedence can also be defined for data sources that contain semantic tags that are not grouped by profile attribute. Precedence determines which tables are more likely to contain high quality customer profile data, as determined by your brand.

The list of domain tables under Source_Priority must contain at least one domain table that has been made available to Stitch and contains fields to which profile semantic tags have been applied.

To configure source table precedence

  1. Open the Profile Builder

  2. Under Source table precedence, use the    icon to move the list of tables into the desired order.

  3. Click Save.