AO Match Identity Survivor Record
Overview
Advanced Object (AO) Match Identity Survivor Record analyzes the results of two different matching passes—a general one and a more specific one—and deduplicates using the specific Match ID within the general Match ID groups.
For example, suppose you had two match IDs:
HH_ID: match ID for household match.IND_ID: match ID for individual match.
This macro would remove duplicates of IND_ID within HH_ID groups. By contrast, a Unique-on-IND_ID operation only deduplicates individuals within each household, so an individual may appear in more than one household. For example, individuals may appear in more than one household if they are students, or have second homes.
In addition to the obvious application to household/individual matching, this macro is useful when you have general/specific match conditions, such as financial trusts containing individuals.
AO Match Identity Survivor Record configuration parameters
AO Match Identity Survivor Record has a single set of configuration parameters.
Input
Parameter | Description |
|---|---|
General ID | (Required) The more general match group ID generated by a matching process (for example, Household).
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Specific ID | (Required) The more specific match group ID generated by a matching process (e.g. Individual).
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Priority | (Optional) Determines which records should survive within the General/Specific grouping. This is normally assigned using AO Define Source. However, if you have used AO Match Append Info, you should use the Group Order output for this field instead, as it has the ability to process priority tie-breaker logic.
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Output
Parameter | Description |
|---|---|
Survivor flag | (Optional) Will contain "Y" for survivors and "N" for duplicates.
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Options
Parameter | Description |
|---|---|
Remove non-survivors | If selected, will remove duplicates from the output.
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Configure AO Match Identity Survivor Record
Select the AO Match Identity Survivor Record icon.
Go to the Configuration tab on the Properties pane.
Select General ID and choose the field containing the more general Match ID (for example, Household).
Select Specific ID and choose the field containing the more specific Match ID (for example, Individual).
Select Priority and choose the match rank priority field (typically assigned using an upstream AO Define Source macro). If you used AO Match Append Info, use the Group Order output for this field instead.
Optionally, select Survivor flag and specify the field name for the Boolean survivor output.
Optionally, select Remove non-survivors to remove duplicates from output.
Optionally, go to the Execution tab, and then set Web service options.