Overview
Advanced Object (AO) Business Match Assistant is an all-in-one macro designed for business matching. Connect it downstream from the AO Parsing Assistant.
AO Business Match Assistant configuration parameters
AO Business Match Assistant has two sets of configuration parameters: Input and Options.
AO Business Match Assistant Input tab
All input fields are automatically mapped from the upstream AO Parsing Assistant.
Company:
|
Field |
Description |
|---|---|
|
Company |
(Required) Company name used for matching.
|
Contact:
|
Field |
Description |
|---|---|
|
First |
Given name (John A Smith Jr).
|
|
Mid |
Middle name (John A Smith Jr).
|
|
Last |
Surname (John A Smith Jr).
|
|
Suffix |
Generation name (John A Smith Jr).
|
|
Gender |
Gender; must be Male, Female, or blank (unknown or indeterminate).
|
Address:
|
Field |
Description |
|---|---|
|
Address1 |
First line of unparsed address.
|
|
Address2 |
Second line of unparsed address.
|
|
City |
City.
|
|
State |
State.
|
|
ZIP |
ZIP Code.
|
Other:
|
Field |
Description |
|---|---|
|
URL |
(Optional) Web address.
|
|
Phone |
(Optional) Telephone number.
|
AO Business Match Assistant Options tab
Business matching:
|
Field |
Description |
|---|---|
|
Business score |
Match threshold for business name field after any optional business adjustments (described below) are taking into account.
|
Contact:
|
Field |
Description |
|---|---|
|
Name score |
Match threshold for name field.
|
Address matching:
|
Field |
Description |
|---|---|
|
Address score |
Match threshold for address fields, set globally for all address components.
|
Match type
|
Field |
Description |
|---|---|
|
Include Contact |
If selected, enables Business Contact Match.
|
Configure AO Business Match Assistant
-
Connect AO Business Match Assistant to an upstream AO Parsing Assistant.
-
Select AO Business Match Assistant.
-
Go to the Input tab on the Properties pane. All fields should be mapped from the upstream AO Parsing Assistant.
-
Optionally, select the Options tab, and edit the Business score, Name score, and Address score matching thresholds.
-
Optionally, check Include Contact on the Options tab to enable Business Contact matching.
-
Optionally, go to the Execution tab, and then set Web service options.