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).
|
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 |
|---|---|
Address | First line of unparsed address.
|
City | City.
|
State | State.
|
ZIP | ZIP Code.
|
Other:
Field | Description |
|---|---|
SSN | (Optional) Social Security Number.
|
(Optional) Email address.
| |
Phone | (Optional) Telephone number.
|
AO Consumer Match Assistant Options tab
Address:
Field | Description |
|---|---|
Address score | Match threshold for address fields, set globally for all address components.
|
Name:
Field | Description |
|---|---|
Name score | Match threshold for name field.
|
Match:
Field | Description |
|---|---|
Matching type | Specifies whether matching performs Individual (match full name), Family (match surname) or Resident (match address) match.
|
Configure AO Consumer Match Assistant
Connect AO Consumer Match Assistant to an upstream AO Parsing Assistant.
Select AO Consumer 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 Address score and Name score matching thresholds.
Optionally, select Matching Type on the Options tab and specify whether matching prioritizes Individual (match full name), Family (match surname), or Resident (match address).
Optionally, go to the Execution tab, and then set Web service options.