AO Date Number Reconcile

Overview

Advanced Object (AO) Date Number Reconcile uses a number or date field to identify data conflicts within match groups. It accepts a single input stream, typically the output from one of the matching macros. You specify the Match ID, and either a number or a date field that may identify data conflicts requiring match groups to be split into two or more new groups.

AO Date Number Reconcile configuration parameters

AO Date Number Reconcile has two sets of configuration parameters: Input, and Options.

AO Date Number Reconcile Input tab

Input

Parameter	Description
Match ID	Required. Match ID linking records. This is usually generated out of a matching process or AO Match Append Info. Default: blank
Group count (optional)	Match count field assigned by AO Match Append Info containing total number of members in each match group. Default: blank
Reconcile type	Specifies whether a Date or Number field will be used to identify conflicts. Default: blank
Date field	If Reconcile type is Date, date field. Default: blank
Number field	If Reconcile type is Number, number field. Default: blank

Date Options

Parameter	Description
Max date diff (days)	Maximum difference in calendar days between two "matching" records. Default: 0
Max year diff	Maximum difference in Year component between two "matching" records. Default: 0
Month wrap	Allows wrapping around the annual calendar (for example, January matches December with 1 month difference permitted). Default: yes
Max month diff	Maximum difference in Month component between two "matching" records. Default: 0
Day wrap	Allows wrapping around the start/end of months (for example, February 1st matches January 31st with 1 day difference permitted). Default: yes
Max day diff	Maximum difference in Day component between two "matching" records. Default: 0
MM/DD to DD/MM	Checks transposition of month and day fields as appropriate. Default: no

Date Tests

Parameter	Description
Check MM/DD	Check if "matching" Month and Day components are within specified differences. Default: no
Check DD/YYYY	Check if "matching" Day and Year components are within specified differences. Default: no
Check MM/YYYY	Check if "matching" Month and Year components are within specified differences. Default: no
Check MM/DD/YYYY	Check if "matching" Month, Day and Year components are within specified differences. Default: no
Check date diff	Check if "matching" dates are within the defined calendar days. Default: no

Number Options

Parameter

Description

Max num diff

Checks if "matching" numbers are within the defined value.

Default: 0

AO Date Number Reconcile Options tab

Source control

Parameter	Description
Source	The source name, typically assigned using AO Define Source. This is used to determine how many sources are involved in a match group. Shorter source name strings are more easily readable. Default: blank
Internal dedupe flag	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
Master ID	Final ID generated based on the original ID and whether or not conflicts are identified. If a conflict exists, a new number is assigned for each set of "unique" values. If no conflicts exist, the input Match ID is retained. Default: `NUM_DATE_ID`
Master flag	Optionally output a 1-byte field with a Y/N value identifying record groups split due to conflict. Default: `NUM_DATE_CHANGE_FLAG`

Configure AO Date Number Reconcile

Select the AO Date Number Reconcile icon.
Go to the Input tab on the Properties pane.
Select Match ID and choose the field containing the match ID generated by the upstream matching process.
Optionally, select Group count and choose the match count field assigned by AO Match Append Info.
Select Reconcile type, and choose whether a Date or Number field will be used to identify conflicts within match groups.
If Reconcile type is Date, select the Date field, and specify date options and date tests.
If Reconcile type is Number, select the Number field, and specify Max num diff (the maximum allowable difference between "matching" numbers).
Optionally, select the Options tab and configure source options and output fields.
Optionally, go to the Execution tab, and then set Web service options.