AO Associate Match IDs

Overview

AO Associate Match IDs is used to bring multiple match macros together for discovering associations of records in each of the separate match macros. This is useful when you have multiple matching passes and want to merge the match results. The logic is like: "Two records are a match if they match in EITHER the first match macro OR the second match macro."

For example, you may have three separate matching steps built using AO Match Building Block macro. The first match is name and address, the second is name and email, and the third is name and SSN. By connecting each of these match macros with AO Associate Match IDs, individuals with different addresses can be brought together if they have the same email address or Social Security Number.

For convenience, the functionality of AO Match Append Info is included in AO Associate Match IDs as a post-process on the associated match ID.

To see an example of this macro in action, open the AO Matching/Samples repository folder, and then open the Match Building Block Sample project.

This sample project requires that have a CASS address standardization license.

AO Associate Match IDs configuration parameters

AO Table Profiler has three sets of configuration parameters in addition to the standard execution options: Input, Output, and Options.

AO Associate Match IDs Input tab

Parameter

Definition

Match ID 1 - 10

(1 and 2 required) Select the field containing each of the IDs from upstream matching macros.

Default: blank

(Unique) Record ID

(Optional) Field containing the unique record ID.

Default: blank

AO Associate Match IDs Output tab

Parameter	Definition
Output ID	(Required) Store the associated ID into this field. Default: ASSOC_ID
Match type	Field containing one of four match type values: U (Unique): record does not match any other record. S (Single source match): records match only records from the same source. M (Multi source match): records match records from more than source. X (Suppressed): record was in the same group as a suppression record. The default is MATCH_TYPE.
Match count	Field containing total number of members in each match group. Default: GROUP_CNT
Group rank	Field containing one of three match rank values: U (Unique): record does not match any other record. M (Master): the first record, by priority, of a match group. D (Duplicate): second and subsequent records, by priority, of a match group. The default is GROUP_RNK.
Group order	Field containing a sequential number from 1 to N for each member of a group based on the order as specified by the priority and tie-breakers. Unique records are assigned a value of 1. Default: GROUP_ORD
Unique number	Field containing a recreation of the Match ID in which all previously-null values are assigned a number, and all resulting values are sequential starting with 1. Default: UNIQUE_NO
HOH flag	Field containing a Y/N flag identifying master record (Head Of Household) of a group. If mapped for output, it will be set to "Y" for master records and "N" for non-masters. Default: HOH_FLAG
Suppression results	Field containing a Y/N flag identifying the record as having been suppressed (for example, it was matched to a suppression record). Default: SUPPRESSED

AO Associate Match IDs Options tab

Reporting

Parameter

Definition

Output match info

If selected, match information will be generated.

Default: no

Source control

Parameter

Definition

Source

Field containing the logical description for input data source. This is usually defined in AO Define Source.

Default: blank

Priority

Field containing Match Rank Priority value, typically assigned using AO Define Source. Determines a record's position in a match group.

Default: blank

Suppress flag

Field containing suppression definition for a source (value should be Y or N).

Default: blank

Master record

Values in text fields sort in alphabetical order, even if the characters are numbers. Numbers are sorted by the first digit, then by the second digit, and so on, instead of by the numeric values. Thus "12" will appear before "7". Check data types or use leading zeros ("07") to ensure correct tie-breaking. Most text fields have a limit of 100MB.

Parameter	Definition
Random priority	Uses random sorting as final tie-breaker. This option may generate different results for each run. If this is option is not selected, the final tie-breaker is the input record order. Default: no
Tie-breaker field 1	The first field used to break priority ties. Default: blank
Order 1	If ASCENDING, then lower values of Tie-breaker 1 field will have higher priority. Default: ASCENDING
Tie-breaker field 2	The second field used to break priority ties. Default: blank
Order 2	If ASCENDING, then lower values of Tie-breaker 2 field will have higher priority. Default: ASCENDING
Tie-breaker field 3	The third field used to break priority ties. Default: blank
Order 3	If ASCENDING, then lower values of Tie-breaker 3 field will have higher priority. Default: ASCENDING

Configure AO Associate Match IDs

To configure AO Associate Match IDs:

Select the AO Associate Match IDs icon.
Go to the Input tab on the Properties pane.
Select Match ID 1 and Match ID 2.
Select the fields containing the match IDs from upstream matching macros. You may add up to 10 match IDs.
Optionally, select the Output tab and specify names for the output fields.
Optionally, select the Options tab and set reporting, source control, and master record options.
Optionally, go to the Execution tab, and then set Web service options.