Redpoint Data Management™ Documentation
Redpoint Data Management™ Documentation
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AO Consumer Match Assistant

Overview

AO Consumer Match Assistant is an all-in-one macro designed for consumer matching. Connect it downstream from the AO Parsing Assistant.

AO Consumer Match Assistant configuration parameters

AO Consumer Match Assistant has two sets of configuration parameters: Input and Options.

AO Consumer Match Assistant Input tab

All input fields are automatically mapped from the upstream AO Parsing Assistant.

Name:

Field

Description

First

Given name (John A Smith Jr).

  • Default: blank

Mid

Middle name (John A Smith Jr).

  • Default: blank

Last

Surname (John A Smith Jr).

  • Default: blank

Suffix

Generation name (John A Smith Jr).

  • Default: blank

Gender

Gender; must be Male, Female, or blank (unknown or indeterminate).

  • Default: blank
Address

Field

Description

Address

First line of unparsed address.

  • Default: blank

City

City.

  • Default: blank

State

State.

  • Default: blank

ZIP

ZIP Code.

  • Default: blank

Other:

Field

Description

SSN

(Optional) Social Security Number.

  • Default: blank

Email

(Optional) Email address.

  • Default: blank

Phone

(Optional) Telephone number.

  • Default: blank

AO Consumer Match Assistant Options tab

Address:

Field

Description

Address score

Match threshold for address fields, set globally for all address components.

  • Default: Tight (88)

Name:

Field

Description

Name score

Match threshold for name field.

  • Default: Tight (88)

Match:

Field

Description

Matching type

Specifies whether matching performs Individual (match full name), Family (match surname) or Resident (match address) match.

  • Default: individual

Configure AO Consumer Match Assistant

  1. Connect AO Consumer Match Assistant to an upstream AO Parsing Assistant.

  2. Select AO Consumer Match Assistant.

  3. Go to the Input tab on the Properties pane. All fields should be mapped from the upstream AO Parsing Assistant.

  4. Optionally, select the Options tab, and edit the Address score and Name score matching thresholds.

  5. Optionally, select Matching Type on the Options tab and specify whether matching prioritizes Individual (match full name), Family (match surname), or Resident (match address).

  6. Optionally, go to the Execution tab, and then set Web service options.