Prevention Rules
Configure and manage rules that prevent duplicate bond records from entering the system at the point of ingestion.
| Name | Status | Action | Priority | Conditions | Logic | Version | Actions |
|---|---|---|---|---|---|---|---|
| Loading rules... | |||||||
Rule Templates
Prebuilt detection patterns covering common duplicate scenarios. Activate a template to add it as a live prevention rule.
Block if the same source system and source ID already exist. This catches exact re-imports from upstream systems.
Block if ISIN matches an existing bond exactly. ISIN is a globally unique identifier -- duplicates indicate a re-import ...
Block if CUSIP matches an existing bond exactly. CUSIP is a unique 9-character identifier for North American securities.
Warn when a bond has a similar issuer name (Jaro-Winkler >= 0.85) and a maturity date within 7 days of an existing bond.
Flag for review when an incoming bond matches an existing bond on issuer name (fuzzy), coupon rate (within 5%), and curr...
Warn when a bond matches an existing record on issuer LEI, coupon rate, and currency. This pattern often indicates bonds...
Flag for review when the issuer name sounds phonetically similar (Soundex) and both the maturity date and coupon rate ma...
Log when a bond has a weighted similarity score > 0.7 across issuer name, maturity date, coupon rate, and currency. Used...