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AO Match Super ID

Overview

This macro creates an additional relationship between two sets of IDs. This is commonly used in the financial area to identify so-called "snowbird" or "sweetheart" IDs. allowing all members of households with any common member to be assigned a common ID.

To see an example of this Advanced Object in action, open the AO Matching/Samples folder and then open the Consumer Matching Sample SuperID project.

This project requires a licensed CASS module to run.

AO Match Super ID configuration parameters

AO Match Super ID has a single set of configuration parameters.

Input

Parameter

Definition

Unique specific ID

Unique numeric ID for more specific entity, such as individual. This is typically assigned by an upstream matching process.

  • Default: blank

Unique generic ID

Unique numeric ID for more generic entity, such as family. This is typically assigned by an upstream matching process.

  • Default: blank

Output

Parameter

Definition

Super ID

Output. Super ID unique ID number.

  • Default: SUPER_ID

Configure AO Match Super ID

To configure AO Match Super ID:

  1. Select the AO Match Super ID icon.

  2. Go to the Configuration tab on the Properties pane.

  3. Select Unique specific ID, and choose the field containing the individual ID.

  4. Select Unique general ID, and choose the field containing the family or household ID.

  5. Optionally, select Super ID and edit the field name for the output ID.

  6. Optionally, go to the Execution tab, and then set Web service options.

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