AO Match Segment Analyze
Overview
AO Match Segment Analyze is designed to emulate the internal workings of the matching process and identify any large segments or segments that will not be compared at all (for example, segments containing blank ZIP Codes). It accepts a single input and can produce two outputs:
The "C" Counts output contains three fields: the segment created (SEGMENT), whether tells segment matched with another segment (MATCHED_SEGMENT), and how many segments it matched (SEGMENT_COUNT).
If you select the Output large segments option, the "D" Data output shows segments larger than the limit you define and appends the segment value and counts.
Review the topic Using segmentation for detailed information on segments and matching.
AO Match Segment Analyze configuration tab
AO Match Segment Analyze has a single set of configuration parameters:
Input
Parameter | Definition |
|---|---|
Segment type | Type of data used to construct the segment. This may be either Address or Other. Default: Address. |
Name type | Select input name type, either Full name or Parsed name. Default: Full name. |
Fullname | 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. |
Address type | If you selected a Segment type of Address, select the type of address data used to construct the segment. This may be either Full address (street name and number in a single field) or Component address (street name and number in separate fields). Default: Full Address. |
Address | Field containing full address (street name and number in a single field). Default: Blank. |
Street number | Field containing component address street number. Default: Blank. |
Street name | Field containing component address street name. Default: Blank. |
ZIP | USPS ZIP Code. Default: Blank. |
Data type | If you selected a Segment type of Other, specify the kind of data contained in Other field. This may be Custom, URL, Phone, Email, or SSN. Default: Blank. |
Other field | If you selected a Segment type of Other, select the field containing the data used to construct the segment. Default: Blank. |
Segment
Parameter | Definition |
|---|---|
Segment data by | Specifies method for defining sort and comparison minimums for address data. Options are:
Default: ZIP+ST_NAME. |
Street name letters | The number of letters of the street name to be used in address data segmentation. Ignored when segment type is Custom. Default: 3. |
Street number digits | The number of digits of the street number to be used in address data segmentation. Ignored when segment type is Custom. Default: 10. |
Custom segment | Optional. If Segment data by is Custom, the field containing the segment key. Default: Blank. |
Segment Phone by | When a phone column/field is included, segmentation can be defined to include all 10 digits, 7 digits that exclude the area code or 7 digits excluding the area plus the state. Default: ALL. |
Segment Email by | When an email column/field is included, segmentation can be defined to include the entire contents of the column/field, the entire name element only or the entire domain element. Default: ALL. |
Multi segment options
Parameter | Definition |
|---|---|
Street number score = 100 | If selected, sets a match threshold of 100 for street number field, requiring a perfect match. Default: Blank. |
Simple street numbers | If selected, 101A and 101 Main street are treated as identical. Default: No. |
Output
Parameter | Definition |
|---|---|
Output large segments | Turns on segmentation limits for all active match criteria. Default: Off. |
Large segment | If Output large segments is selected, specifies largest number of records permitted in a single comparison group and sends segments that exceed that number to the Data output. Default: 1000. |
Output unmatched | If Output large segments is selected, you may select this option to include unmatched segments in the Data output. Default: No. |
Configure AO Match Segment Analyze
To configure AO Match Segment Analyze:
Select the AO Match Segment Analyze icon, and then go to the Configuration tab on the Properties pane.
Select Segment type and select the kind of data used to construct the segment: Address, or Other.
Specify Name and Address fields.
If you selected a Segment type of Other, select a Data type (Custom, URL, Phone, Email, or SSN) and then select the Other field to use in segmentation.
In the Segment section, select the desired segmentation strategy.
Optionally, configure Multi segment options and Output options.
Optionally, go to the Execution tab, and then set Web service options.