Creating an Exact Data Match Template


Creating an Exact Data Match Template

Watch a video about creating an index template

Using the Index Tool you can create, modify, or delete a Exact Data Match (EDM) index template.

Creating an EDM Template

To create a new EDM template:

  1. Log in to the Index Tool.
    See image.
  2. In the Exact Data Match Templates dashboard, click Create New Template.
  3. In the New Exact Data Match Template window:
    1. Type in a Template Name. After the template is saved, this name appears in Administration > Index Templates within the Admin Portal.
    2. Drag and drop a comma-separated values (.csv) file into the window or click Browse to select a file.
    3. Click Next.
      See image.
  4. Define the fields you want to include in the template:
    1. From the drop-down menu, select a DATA TYPE for the field.

      Be sure to select the type that best matches your data. For example, a field named SSN with sample data from the United States in the format of 123-45-6789 might need the Social Security Number (US) type applied, not Numeric. Also, for all data types, the Index Tool removes leading and trailing spaces in the data after you submit.

      The following data types and formats are supported:
  1. Select the INCLUDE FIELD IN TEMPLATE checkbox.
  2. Select the PRIMARY FIELD checkbox for the field that you want to designate as the primary criteria for data matching. 

You must select at least 1 primary field, and no more than 2. Also, the primary field must be unique for the selected data type.

  1. Click Submit.
    See image.
Supported Format Examples
Any combination of letters (a-z, A-Z). Including hyphens and underscores as character delimiters is supported. If this data type is being selected as a PRIMARY FIELD, make sure that the data includes at least 3 characters but is no longer than 24 characters.
  • abcdZSa
  • abcd-ZSa
  • abcd_ZS_a
Supported Format Examples
Any combination of digits (0-9) or letters (a-z, A-Z). Including hyphens and underscores as character delimiters is supported. If this data type is being selected as a PRIMARY FIELD, make sure that the data includes at least 3 characters but is no longer than 24 characters.
  • Z8675309
  • a8675309-ZS
  • a_8675309_ZS
Supported Format Examples
A Netherlands-issued 9-digit citizen service number (BSN), where the number can include spaces or hyphens.
  • 111222333
  • 111 222 333
  • 111-222-333
Supported Format Examples
A 13 to 19-digit credit or payment card number, where the number can include spaces or hyphens. The Index Tool performs a Luhn check on the data after you submit.
  • 4929597154872802715
  • 4539 0864 8005 0690
  • 4539-0864-8005-0690
  • 378413854542304
Supported Format Examples

Any date using the format of MMDDYYYY or DDMMYYYY where:

  • MM: Is the 2-digit month (01-12)
  • DD: Is the 2-digit day (01-31)
  • YYYY: Is the 4-digit year (0000-3000)


Including spaces, hyphens, and forward slashes as character delimiters is supported.

  • 02231999
  • 23021999
  • 02-23-1999
  • 02 23 1999
  • 02/23/1999
Supported Format Examples
Any email address using the RFC 5321 Simple Mail Transfer Protocol syntax definition. However, international email addresses (i.e., characters using UTF-8 encoding) are not supported.
  • jane.doe@zscaler.com
  • jdoe47@corp.zscaler.com
  • a.b.c@x.y.ru
  • a_b_c@x.y.z.de
Supported Format Examples
A Australia-issued 10-digit Medicare number, where the first digit is from 2 to 6 and the ninth digit is a checksum. Including spaces and hyphens as character delimiters is supported. 
  • 2123 45670 1
  • 2123-45670-1
Supported Format Examples
A United Kingdom-issued insurance number using two prefix letters (a-z, A-Z), six digits (0-9), and one suffix letter. Including hyphens and underscores as character delimiters is supported.
  • AB-123456-C
  • AB_123456_C
  • AB123456C
Supported Format Examples
A Singapore-issued NRIC number/FIN using the format of #0000000@, where:
  • #: Is a letter that can be S, T, F, or G
  • 0000000: - Is a 7-digit number
  • @: Is a checksum letter calculated with respect to # and 0000000


Including hyphens and underscores as character delimiters is supported.

  • S-1234567-A
  • T-1234567-B
Supported Format Examples
Any combination of digits (0-9). Including spaces and hyphens as character delimiters is supported. If this data type is being selected as a PRIMARY FIELD, make sure that the data includes at least 3 characters but is no longer than 24 characters.
  • 212-867-5309
  • 86 7 530 9
Supported Format Examples
A Canada-issued 9-digit social security number, where the number can include spaces or hyphens.
  • 123-456-789
  • 123456789
Supported Format Examples
A United States-issued 9-digit social security number, where the number can include spaces or hyphens.
  • 123-45-6789
  • 123 45 6789
  • 123456789
Supported Format Examples
An Australia-issued 8 or 9-digit tax file number, where the number can include spaces or hyphens.
  • 123-456-789
  • 123 456 789
  • 1234567-8

You are redirected back to the Exact Data Match Templates dashboard, and the tool will process the template. If the template was created properly, Completed is shown in the Status column. If the template was not created properly, then Error is shown.

Click on the template row to view the Template Details page. If an error occurred, details about the error are displayed. Be sure to read the Error Detail, which includes a Recommended Action, while troubleshooting the issue. 
See image.

Once an EDM template is created, it appears on the Index Templates page of the Admin Portal, where you can view the template's details or delete it. You cannot change the template name after creation. Also, after creation, you cannot update the included fields or the selected primary fields within the template. In order to make these modifications, you must create a new template.

Submitting New EDM Template Data

To submit new data for an EDM template:

  1. Log in to the Index Tool.
  2. In the Exact Data Match Templates dashboard, locate the template you want to modify.
  3. In the Actions column:
    • If you need to resubmit data for a template that was processed successfully (i.e., has a Completed status), click the Submit New Data icon. The data types, included fields, and primary fields you originally selected for the template will not be updated. You must create a new template in order to modify the data types and selected fields.
    • If you need to resubmit data for a template that did not process successfully (i.e., has an Error status), click the Submit New Data icon or click the Edit Template icon. The ability to edit a template only becomes available if there was an error when you originally submitted the data. If you edit a template, you will be able to modify the data types and selected fields in order to resolve the issue.
      See image.

You can also click on the template row and, in the Template Details page that appears, click Submit New Data or Edit Template (if available).
See image.

The selected included fields and primary fields you originally selected for the template will not be updated. You must create a new template in order to modify fields.

  1. In the Upload File window that appears, drag and drop the .csv file into the window or click Browse to select the file.
  2. Click Submit.

Deleting an EDM Template

To delete an EDM template:

  1. Log in to the Index Tool.
  2. In the Exact Data Match Templates dashboard, locate the template you want to remove.
  3. In the Actions column, click the Delete icon.

You can also click on the template row and, in the Template Details page, click Delete Template.

  1. In the confirmation window that appears, click Delete.

or,

  1. Go to Administration > Index Templates.
  2. Locate the template you want to remove and click the View icon.
  3. In the View Template window, click Delete.
    See image. 
  4. In the confirmation window that appears, click Confirm.

Create Exact Data Match template page with defined fields displayed

Index Tool Template Details Page with Error Details Displayed
New Exact Data Match Template page within the Index Tool

View Template window for Index template within Admin Portal