AO Data Quality Assistant

Use business name in matching (if exists)

Use Business name field in matching, if available.

• Default: yes

Use name as contact in matching (if exists)

Use Name field as Contact in matching, if available.

• Default: yes

Individual match (Consumer)

Perform Individual match (match full name).

• Default: yes

Family match (Consumer)

Perform Family match (match surname).

• Default: no

Resident match (Consumer)

Perform Resident match (match address).

• Default: no

Use URL (Business) (if exists)

Use business web address in matching, if available.

• Default: yes

Use Phone (if exists)

Use telephone number in matching, if available.

• Default: yes

Use Email (Consumer) (if exists)

Use consumer email in matching, if available.

• Default: yes

Business name

Company name used for matching.

• Default: blank

Business name 2

Alternate company name that can also be used for cross-field matching (for example, Lotus & IBM). Allows for different companies to be matched to either field.

• Default: blank

Business keyword

Firm keyword to allow for matching to be qualified based on special field (for example, BCBS of MA vs. BCBS of ME) The ME/MA would be in its own field.

• Default: blank

Initials override

Recover match points if Initial matches a name (for example, J Robin Smith Inc versus Jonathon Robert Smith, Inc).

• Default: Treat as Similar (75)

Abbreviations adjustment

Recover match points due to an abbreviation identified by pattern rather than known value (for example, Halbert Construction Contractors versus Hlbrt Construction Contractors).

• Default: Treat as Similar (75)

Missing words adjustment

Recover match points due to missing or disjoint words (for example, Halston Construction Contractors versus Halston Contractors).

• Default: Treat as Similar (75)

Acronym override

Assign acronym matches a specific score for their part of the match (for example, International Machine Parts versus IMP).

• Default: Treat as Similar (75)

Same word if matches

Set minimum similarity threshold to consider any pair of words "the same."

• Default: (61)

Standardize names in firms

If selected, use AO Business Standardize to standardize business names.

• Default: no

Match PO Box/Street

If selected, allows for records where one address is a PO Box and the other is a street address to be considered a match (Y/N) when the ZIP Codes are the same. If enabled, this has an independent segmentation (ZIP Code only) rather than the one set by the Segment address data by parameter.

• Default: no

Alt firm score (PO Box match)

Alternate match threshold for business field if Match PO Box/Street is set to "Y". You may want a higher match threshold for PO Box/Street matching then when matching the same address format. This ensures tighter matches to reduce false positives when PO Box and Street are alike.

• Default: blank

Blank field options for keyword qualifier

Specifies method for matching blank business keyword input field. Options are:

• Blanks Never Match: if either or both records have blank field, they will not match.

• Blank vs. Blank Only: (default) if both records have blank field, they will match. If only one is blank, they will not match.

• Blank vs. Non Blank Only: if only one record has blank field, they will match. If both have blank field, they will not match.

• Both One Blank and Both Blanks Match: matches either case; one or both records with a blank field for Business keyword.

Consider abbreviations a match

Allows for variations in the business keyword field (for example, MISS vs. MISSISSIPPI to be considered an exact match as a case of abbreviation).

• Default: no

Name type

Select input name type, either Full name or Parsed name.

• Default: full name

Name

If Contact type is Full name, the name field.

• Default: blank

First name

If Contact type is Parsed name, given name (John A Smith Jr).

• Default: blank

Middle name

If Contact type is Parsed name, middle name (John A Smith Jr).

• Default: blank

Last name

If Contact type is Parsed name, surname (John A Smith Jr).

• Default: blank

Post name

If Contact type is Parsed name, generation name (John A Smith Jr).

• Default: blank

Gender

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

• Default: blank

First name score

Match threshold for first name. Default: Medium (74).

Last name score

Match threshold for last name. Default: Medium (74).

Include gender

If selected, records with two different genders (no matter how close) will never match (for example, Alexander versus Alexandra). If a full name is selected or no gender is included, Data Management will attempt to generate one.

• Default: no

Compare first name to middle name

If selected, enables cross-comparison of the first name against the middle name.

• Default: no

Compare first name & address — female records only

Select to compare female records using first name (ignoring last name) and address.

• Default: no

Compare first name & phone — female records only

Select to compare female records using first name (ignoring last name) and phone.

• Default: no

Compare first name & email — female records only

Select to compare female records using first name (ignoring last name) and email.

• Default: no

Compare first name only — female record for hierarchy matching

Select to compare female records using first name (ignoring last name) only.

• Default: no

Alt phone / first name score

Match threshold for comparing alternate phone and first name fields.

• Default: blank

Alt phone / last name score

Match threshold for comparing alternate phone and last name fields.

• Default: blank

Alt email / first name score

Match threshold for comparing alternate email and first name fields.

• Default: blank

Alt email / last name score

Match threshold for comparing alternate email and last name fields.

• Default: blank

Match contacts only within matched businesses

If selected, attempts to match business contact names only if they are in the same business.

• Default: no

Select casing option

Specifies how standardized names are capitalized. Options are Original, UPPERCASE, lowercase, Titlecase, and Intelligent Casing.

• Default: UPPERCASE

Treat "/" as AND

If the name field might contain two names separated by a slash ("/"), select this option to ensure that the name is parsed correctly.

• Default: no

Treat LastName FirstName as First Name Last Name

For ambiguous two-name cases like "Scott Davis" and "Davis Scott", prefer Last/First interpretation over First/Last interpretation.

• Default: no

If two last names put both in last name field

If the name field might contain names with two last names, you can select this option to put both in a single last name field. If you have the name "Mary Andrews Smith", selecting this option will write "Andrews Smith" to the OUT_LNAME1 field. If this option isn't selected, "Andrews" will be written to the OUT_MIDNAME1 field and "Smith" will be written to the OUT_LNAME1 field.

• Default: no

Store hyphenated last names in separate fields

If the name field might contain names with hyphenated last names, you can you can select this option to store hyphenated last names in separate fields. If you have a last name of "Watson-Jones", selecting this option will write "Watson" to the OUT_LNAME1 field and Jones to the OUT_LNAME1_2 field. If this option isn't selected, then "Watson-Jones" will be written to the OUT_LNAME1 field.

• Default: no

Separate JR/SR/III from honorary title and job title

Select this option to distinguish between generational suffixes such as Jr and III, suffixes such as DR and PhD and professional titles such as Finance Manager. An input name of the form "James Smith III, MD" will be output with "III" in the OUT_POSTNAME1 field and "MD" in the OUT_SUFFIX1 field. The name "Janice Jones, PhD, VP of Development" will be output with "PhD" in the OUT_SUFFIX1 field and "VP of Development" in the OUT_PROFTITLE1 field. Without this option checked, "PhD" and "VP of Development" would both go to the OUT_SUFFIX1 field.

• Default: yes

Remove punctuation from honorary titles

Select to remove the punctuation from honorary titles. This will strip the periods in titles like "M.D."

• Default: no

Treat "President" as a title or prefix

You can treat the word "President" as either Title or Prefix. If you select Title, then "President" will be put in the OUT_PROFTITLE1 field.

• Default: title

Default male prefix

Select a default male prefix from the list.

• Default: MR

Default female prefix

Select a default female prefix from the list.

• Default: MS

Use alt female prefix if multi-name/gender

Select to assign a prefix to the female name if a pair of parsed names includes a female.

• Default: yes

Alt female prefix

If you selected If multi-name use alt female prefix, select a default female prefix.

• Default: MRS

Add prefix if it does not exist

Select to add a prefix such as "Mr" or "Mrs" to names that don't have one. Use the other prefix options (below) to specify the default prefix.

• Default: no

Add prefix if it does not exist

You may specify an optional Classifier data source. This is a table in DLD format containing either two or three columns: TOKEN, SYMBOL, and (optionally) GENDER.

• Default: blank

Genderize if missing gender

Select to attempt to assign gender by analyzing name data in this order: Prefix, Suffix, First Name, Middle Name.

• Default: no

Reparse all input

Select to combine parsed input into a string and parse again.

• Default: no

Address type

Specify whether input address is Full address or Parsed.

• Default: full address

Address1

Required if Address type is Full. First line of unparsed address.

• Default: blank

Address2

Optional if Address type is Full. Second line of unparsed address.

• Default: blank

Street number

Required if Address type is parsed. Street number (123 E Main Street NW Apt 101).

• Default: blank

Street predir

Required if Address type is parsed. Street predirectional (123 E Main Street NW Apt 101).

• Default: blank

Street name

Required if Address type is parsed. Street name (123 E Main Street NW Apt 101).

• Default: blank

Street suffix

Required if Address type is parsed. Street suffix (123 E Main Street NW Apt 101).

• Default: blank

Street postdir

Required if Address type is parsed. Street postdirectional (123 E Main Street NW Apt 101).

• Default: blank

Sec range

Required if Address type is Parsed. Secondary range format (123 E Main Street NW Apt 101).

• Default: blank

Apt/Suite #

Required if Address type is Parsed. Suite/apartment number (123 E Main Street NW Apt 101).

• Default: blank

Lastline

Select Parsed if City, State and ZIP Code if are separate fields, or Lastline if city, state, and ZIP Code are contained in a single field.

• Default: parsed

Last Line

If Lastline is Lastline, field containing city, state, and ZIP Code.

• Default: lastline

City

If Lastline is Parsed, City.

• Default: blank

State

If Lastline is Parsed, State.

• Default: blank

ZIP

If Lastline is Parsed, ZIP Code.

• Default: blank

Address score

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

• Default: Tight (88)

Alt street # score

Match threshold for street Number field.

• Default: blank

Alt street name score

Match threshold for street Name field.

• Default: blank

Alt street predir score

Match threshold for Pre-directional field.

• Default: blank

Alt street postdir score

Match threshold for Post-directional field.

• Default: blank

Alt street suffix score

Match threshold for Suffix field.

• Default: blank

Alt suite/apt # score

Match threshold for Suite/Apartment field.

• Default: blank

Ignore letters in street number

If selected, 101A and 101 Main Street are treated as identical.

• Default: no

Enhance match substring on suite number

If selected, increases flexibility in matching of apt/suite # by allowing substring matches such as 10 vs. 101.

• Default: no

Casing

Controls the capitalization of CASS output data.

• Default: UPPER

Directionals format

Controls the standardization of street directionals in CASS output data.

• Default: short

Suffix format

Controls the standardization of street suffixes in CASS output data.

• Default: short

Secondary range format

Controls the standardization of unit designators in CASS output data.

• Default: short

Address standardization options

Controls the output street type when an "alias" street is input.

• Default: standardize

City standardization options

Controls the output city type when an "alias" or abbreviated city is input.

• Default: standardize

Keep non-mailing cities

Controls the output street type when an "alias" street is input.

• Default: standardize

Select standardization option

Specifies whether to Parse address only, Standardize address only, or Parse and standardize the address.

• Default: parse and standardize

Geocode

Specifies whether to geocode the address, and if so, which geocode to use: Geocoder, or the CASS ZIP4 Centroid (output by the Standardize Address tool).

• Default: none

Check for street / PO Box in one line

If selected, checks address field for both PO Box and street information.

• Default: no

Location for CASS report

Specifies path and file name for CASS address standardization report.

• Default: none

Address correct all input

If selected, performs address correction on all input, including previously processed data.

• Default: no

Do not reparse flag address field

If specified, field that flags previously parsed records that should not be parsed again.

• Default: no

Phone

Field containing telephone number.

• Default: none

Email

Field containing consumer email address.

• Default: none

URL

Field containing business URL.

• Default: none

Phone score

Match threshold for Phone field.

• Default: Exact (100)

Email score

Match threshold for Email field.

• Default: Exact (100)

URL score

Match threshold for URL field.

• Default: Exact (100)

Standardize format

Select the format for valid standardized phone number. Defined formats are:

• (XXX)XXX-XXXX

• (Default) (XXX) XXX-XXXX

• (XXX)-XXX-XXXX

• XXX-XXX-XXXX

• XXX.XXX.XXXX

• XXXXXXXXXX

Convert letters to numbers

Select to convert  letters included as part of the phone number into their numeric equivalent.

• Default: no

Add state based on area code?

Select to use the area code (if exists) to append a state code to the data.

• Default: no

IDs for each match criteria

If selected, output Match IDs (or Group IDs) generated by the matching process.

• Default: no

Match info

Output all, some, or no match info.

• Default: no

Match score

Output the match score.

• Default: no

Source name

The source name, typically assigned using AO Define Source. This is used to determine how many sources are involved in a match group. Note that shorter source name strings are more easily readable in the crosstab output.

• 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

Internal

Field containing a Y/N flag indicating whether or not data from a particular source should be compared against itself (deduped) or solely against other sources. As a general rule, master databases are not internally deduped whereas update files are.

• Default: blank

Compare sources not internally deduped

If a matching process has more than one source with the internal dedupe field set to "N", selecting this will compare the two sources.

• Default: yes

Suppression

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

• Default: blank

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

Use random number for final tie-breaker

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

Only match within segment?

If selected, data will be compared solely within the segment as defined below.

• Default: yes

Segment data by

Specifies method for defining sort and comparison minimums for address data. Options are:

• (Default) ZIP

• ST_NAME (ZIP + Street Name)

• ST_NUMBER (ZIP + Street Number)

• ZIP+ST_NAME+ST_NUMBER (ZIP + Street Name + Street Number)

• Custom (specify custom field below)

Phone segment

Specifies which parts of the telephone number to use in data segmentation.

• Default: all

Email segment

Specifies which parts of the email address to use in data segmentation.

• Default: all

Compare processes

Set to the lesser of the number of CPU cores on the Execution Server, or the number of threads configured in the project in which the macro is embedded.

• Default: 1