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Define Company Normalization Rules

Important! Normalization rules apply to all tenants and public data that are associated with a service provider. Verify that the user completing this task belongs to a role in which reconciliation management access is enabled.

You can define company normalization rules that are applied during the matching process whenever the reconciliation rule contains asset matching criteria. Any asset matching criterion that contains company information automatically applies the company normalization rules.

When you map a collected nonauthoritative company to a normalized authoritative company, the nonauthoritative company becomes subordinate to the authoritative company in the normalization rule. The subordinate company no longer appears in the Collected Company list or the Normalized Company list. If you delete the normalization rule that contains the subordinate company, the subordinate company returns to nonauthoritative status and appears in the Collected Company list and, if it was a product-defined company, also in the Normalized Company list.

To define company normalization rules

  1. Click Directory, List Management.
  2. On the left, expand Normalization and select Company Normalization.

    The discovered collected company values and the normalized company values appear.

  3. If the term you want to use as the normalized value does not appear in the Normalized Company list or the Collected Company list, click New Company to add the company, and then repeat the previous steps.
  4. (Optional) Change a nonauthoritative company to an authoritative normalized company.
  5. Map the Collected Company list discovered values to a Normalized Company value.

    The list of company normalization rules is defined and is referenced during the reconciliation process.

More information:

Company Normalization Rules