AO Match Append Info

Overview

Advanced Object (AO) Match Append Info is a reporting macro that appends all ancillary data from a match process. Optionally, you can set a Head of Household flag identifying a master record in family-based or residency-based match results. Up to three fields can be used for breaking ties when source priority is insufficient.

AO Match Append Info configuration parameters

AO Name Reconcile has three sets of configuration parameters: Input, Output, and Master.

AO Match Append Info Input tab

Parameter	Description
Match ID	(Required) The Match ID (or Group ID) generated by a matching process. This defines the match groups. Default: blank
Source	Field containing the logical description for input data source. This is usually defined in AO Define Source. 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
Suppress flag	Indicates that the record is from a source used for suppression (value should be Y or N). Default: blank
Old suppress flag	(Optional) For multiple levels of suppression, this field contains the previously-assigned suppression flag value. Default: blank

AO Match Append Info Output tab

Parameter	Description
Match type	One of four match type values: U (Unique): record does not match any other record. S (Single source match): records match only records from the same source. M (Multi source match): records match records from more than source. X (Suppressed): record was in the same group as a suppression record. The default is `MATCH_TYPE`.
Match count	Total number of members in each match group. Default: `GROUP_CNT`
Group rank	One of three match rank values: U (Unique): record does not match any other record. M (Master): the first record, by priority, of a match group. D (Duplicate): second and subsequent records, by priority, of a match group. Default: `GROUP_RNK`
Group order	A sequential number from 1 to N for each member of a group based on the order as specified by the priority and tie-breakers. Unique records are assigned a value of 1. Default: `GROUP_ORD`
Unique number	A recreation of the Match ID in which all previously-null values are assigned a number, and all resulting values are sequential starting with 1. Default: `UNIQUE_DEFAULT: NO`
HOH flag	A Y/N flag identifying master record (Head Of Household) of a group. If mapped for output, it will be set to "Y" for master records and "N" for non-masters. Default: `HOH_FLAG`
Suppression result	A Y/N flag identifying the record as having been suppressed (for example, it was matched to a suppression record). Default: `SUPPRESSED`

AO Match Append Info Master tab

Values in text fields sort in alphabetical order, even if the characters are numbers. Numbers are sorted by the first digit, then by the second digit, and so on, instead of by the numeric values. Thus "12" will appear before "7". Check data types or use leading zeros ("07") to ensure correct tie-breaking. Most text fields have a limit of 100MB.

Field	Description
Random priority	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
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

Configure AO Match Append Info

Select the AO Match Append Info icon.
Go to the Configuration tab on the Properties pane.
Select Match ID and choose the field containing the match ID generated by the upstream matching process.
Select Source and choose the source name, typically assigned using an upstream AO Define Source macro.
Select Priority and choose the match rank priority field (assigned by upstream AO Define Source).
Optionally, select Suppress flag and Old suppress flag and choose the suppression flag field(s).
Optionally, select the Output tab and edit output field names.
Optionally, select the Master tab and configure master record options:
- Select Random priority to use random sorting as final tie-breaker rather than input record order.
- Select Tie breaker field 1 and choose a field to be used as final tie-breaker.
- Select Order 1 and choose Ascending or Descending sort order. You may add up to three tie-breaker fields.
Optionally, go to the Execution tab, and then set Web service options.