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Business Action: Overlap Analysis

This action compares records of predefined format to each record with the same object type, by specifying a matching algorithm.

Important: This operation is only intended to be used together with an import running in Test mode. In this mode, statistics are reported on how many objects in import file will match existing objects in STEP, without actually importing the data.

Prerequisites

Before using this action:

  1. Create a business rule as defined in the Creating a Business Rule or Library topic here.

Configuration

  1. On the Edit Operation dialog, select the Overlap Analysis option from the dropdown.
  2. For the Matching Algorithm parameter, click the ellipsis button (…) to display the Select a Matching Algorithm dialog, select an algorithm, and click the Select button.
  1. Click the Save button to add the operation to the business rule editor.

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