Field | Value |
Status and Priority | |
Confidence Level | Medium |
Match Reason | Changes based on context |
Summary
Links supplier records to legal entities based on an exact tax ID or business ID match. The record's country from the address must match the candidate's country from its jurisdiction code.
This rule uses Matched Attributes (MAs). For additional information, see this article.
Match Logic
A candidate is considered valid if both of the conditions below apply:
The following MAs are present:
(tax_id and/or business_id) AND jurisdiction_country_code.
The inactive field has a value of false.
If there is exactly one valid candidate that is not in the United States (the first 2 characters in the jurisdiction code are not “us”), that candidate is selected.
If there is exactly one valid candidate in the United States (the first 2 characters in the jurisdiction code are “us”):
If the candidate has a non-inactive home company (inactive=false or null), the home company is selected (the null case is meant to cover the many cases where the home company’s jurisdiction is us_de and this jurisdiction does not share activity status).
Otherwise, if the record’s state value matches the candidate’s state value taken from the jurisdiction code (for example, us_fl for Florida), the candidate is selected.
Otherwise, No candidate is selected as a suggested match and the flow proceeds to evaluate the next rule according to the priority.
If there are no valid candidates or multiple valid candidates:
No candidate is selected as a suggested match and the flow proceeds to evaluate the next rule according to the priority.
The general Match reason for this rule: Tax ID or business number match.
Match reason for the specific case where the home company gets selected: Match with a home company of valid candidates.