Exclude Matches between records from a Particular Source system EDQ+Siebel UCM

Question

I have a requirement to modify the EDQ-CDS Individual Match processor.
I want to exclude the match between two records (Driver and Candidate) if they have same value in a particular field and i want the Value to be hard-coded or specified as reference Data in EDQ (eg: if both driver and candidate are from same source say 'Source ABC' only then NO MATCH , for all other source records match should happen).
We tried adding Match rule which does the 'Exact Match' comparison on the field 'source' and set the rule to 'NO MATCH' , but this is excluding the matching between records from any system, which is not my requirement. I am only looking to exclude the match when the Source value is say 'Source ABC'.
I think it should be possible with the Comparison type  'In Value' or 'In List ' or 'All in List'. But not sure who to use these comparison rules and there is not much documentation available EDQ online.
Any help on this appreciated.
We are on Siebel 8.2.2.4 + EDQ 11.1.1.7  on Solaris 64 bit.

Answer 1

In List is documented in the 12.1.3 online help. Before this, it was an extension to the product used by CDS.
It is very straight-forward. You add it as a comparison, and create a reference data set with your list of values in it. If the identifier value hits the list, the comparison evaluates to true.
I've pasted most of the help from 12.1.3 below:
Comparison: In List
The In List comparison provides a way of making the application of a Match rule conditional on one or both identifier values in a comparison being matched with a single value or list of values.
Use
Use this comparison as a way to apply a Match rule only to a subset of the data in the Match process. For example:
Where a Match rule is designed to match Middle Eastern names, only apply it if a Country identifier matches a list of Middle Eastern countries.
Where a Match rule is designed to match Electronic products, only apply it if a Product Category identifier matches a single value.
The comparison may also be used to eliminate matches that would otherwise be caught by Match rules lower in the decision table, if used in a Match rule with a 'No Match' result; for example, so that matches on certain rules are only presented if Country or Nationality values are not in a list of safe values.
Options
Option
Type
Purpose
Default Value
Require data in both records?
Yes/No
If Yes, both input identifier values must contain data. If they do not, the comparison will always be 'False'.
If No, only one input identifier value must contain data.
No
Match whole value?
Yes/No
If Yes, the whole identifier value (or values) specified must match.
If No, tokens within the identifier will be matched against the list. In this case, delimiters must be specified in the relevant fields below to determine how to split tokens.
No
Required value reference data
Reference Data
A Reference Data set with a list of values, for example a set of country codes.
Clear
Required value
Free text
A single value to match against. Note that if a Reference Data set and a value is specified, both are matched against.
Clear
Require match for all values?
Yes/No
If Yes, all tokens in the identifier value(s) must match against the required list or value.
If No, any one of the tokens must match.
This option is only used if Match whole value? is set to "No".
No
Delimiter characters reference data
Free text or browse
A Reference Data set with a list of delimiter characters used to tokenize identifier values before matching against the list.
This option is only used if Match whole value? is set to "No".
None
Delimiter characters
Free text
This field is used to specify the delimiter characters to use as an alternative to linking to a Reference Data set.
This option is only used if Match whole value? is set to "No".
Note: If a Reference Data list of delimiters and specific characters are entered here, both are considered delimiter characters.
None