Understanding Properties and Matching Policies

The Contacthub customer database properties structure is document-oriented. This means it is not a flat set of fields that may be valorized or empty, rather than a  flexible structure that can contain different elements, depending on specific information needs.

Data types

The following traditional data types are available:

  • String.
  • Number.
  • Boolean.
  • Date.
  • Datetime.
  • Email.
  • URI.
  • IPv4.
  • IPv6.

In addition, you can also create properties with the following data types:

  • Array.
  • Object.
  • Array of deprecated objects.

Predefined properties

Contacthub provides a set of predefined Base properties, which can be enabled or disabled within the UI, as required. You can find the Base set of properties here.

Enabling and disabling Base properties

You can enable or disable the Base properties using the UI. See Enabling and disabling Base properties for more details.

If properties are disabled, any changes to property read or write settings are ignored.

Custom properties

You can combine the active Base properties with definable custom properties, which are known as Extended properties in Contacthub. See Creating Extended properties for more details.

Matching Policies

Matching Policies enable you to define the property fields that should be used to determine whether data apparently belonging to two customers, is actually for the same customer. See Configuring Matching Policies for more details.

The defined policy is applied to the View nodes in combination with the Customer uniqueness setting for the relevant workspace. See Understanding Nodes and Trees and Configuring Workspaces for more details.

JSON files

To assist with integration and help you to configure and customize Contacthub, you can download a copy of the JSON file that defines the schema for all Base or Extended properties.

See Enabling and disabling Base properties and Creating Extended properties for more details.

 

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