AO Match Test
Advanced Object (AO) Match Test generates match scores for a single field using the options defined in the AO. It is useful for tuning settings in the matching AOs (such as AO Business Match and AO Consumer Match). Input can be either a single field, or a pair of defined values.
AO Match Test configuration parameters
In addition to the standard execution options, AO Match Test has a single set of configuration parameters:
Entry method
Field | If Entry method is Field, the input field. Default: Blank. |
Value 1 | If Entry method is Manual, the two strings to be tested. Default: Blank. |
Matching
Comparison kind | Specifies the field comparison method. Options are:
Default: Word-by-word. |
Match initials | If selected, enables Initials match option. Default: No. |
Initials | Recover match points if Initial matches a name (for example, J Robin Smith Inc versus Jonathon Robert Smith, Inc). Default: Treat as Similar (75). |
Match acronym | If selected, enables Acronyms match option. Default: No. |
Acronyms | Assign acronym matches a specific score for their part of the match (for example, International Machine Parts versus IMP). Default: Treat as Similar (75). |
Match abbreviations | If selected, enables Abbreviations match option. Default: No. |
Abbreviations | Recover match points due to an abbreviation identified by pattern rather than known value (for example, Halbert Construction Contractors versus Hlbrt Construction Contractors). Default: Treat as Similar (75). |
Missing words | Recover match points due to missing or disjoint words (for example, Halston Construction Contractors versus Halston Contractors). Default: Treat as Similar (75). |
Word match threshold | Set minimum similarity threshold to consider any pair of words "the same." Default (61). |
Business matching
Match nicknames | Allows for personal names in a firm to be standardized. For example, in Liz Smith Enterprises versus Elizabeth Smith Enterprises, Liz and Elizabeth would be treated as identical. Default: No. |
Ethnic nickname match | If selected, matches less common, but valid nicknames (such as Sean/John). Unwanted nicknames can be removed by adding a "remove" entry to the Name alias table. Default: No. |
Match firm alias words | Matches firm names with known company aliases. Default: Enabled. |
Ignore firm noise words | Treat common Firm words in the matching process as (Incorporated, Inc, Company) as "noise" . Default: Enabled. |
Positional/Word-by-word matching
Numeric threshold | If selected, lets you specify a secondary match threshold (Numeric Minimum Score) for the digits contained in the match values. A second match is performed on the digits of both values using an edit distance algorithm. The numeric score is computed by extracting all the digits, and applying the following rules:
If this match fails to meet the threshold, the entire match fails. Use this if your field contains both digits and non-digits, but the digits are more critical to the match. Default: No. |
Minimum Score | Numeric secondary match threshold, as described above. Default: Exact (100). |
Name alias table
Name alias table | Path and name of optional DLD table used to augment or override the alias values defined within the macro. The table must be of the form: ALIAS STANDARD REMOVE Peg Margaret FALSE Margie Margaret
Jon John TRUE where ALIAS and STANDARD are Text fields and REMOVE is Boolean. In the example above, Peg and Margie are defined as new aliases for Margaret (a blank REMOVE field is treated as FALSE), while the TRUE value in the REMOVE field explicitly suppresses Jon as an alias for John. Default: Blank. |
Business alias table
Business alias table | Path and name of optional DLD table used to augment or override the alias values defined within the macro. The table must be of the form: ALIAS STANDARD REMOVE Paving Asphalt FALSE Hotmix Asphalt
Reproduction Copying Copying where ALIAS and STANDARD are Text fields and REMOVE is Boolean. In the example above, Paving and Hotmix are defined as new aliases for Asphalt (a blank REMOVE field is treated as FALSE), while the TRUE value in the REMOVE field explicitly suppresses Reproduction as an alias for Copying. Default: Blank. |
Business noise table
Business noise table | Path and name of optional DLD table used to add additional "noise" words for Firm matching. The table must be a single-column DLD table of the form: WORDS Corporation Inc Company where WORDS is a Text field. The example above shows data that shouldn’t contribute to the match score because it is contextually meaningless. If you are matching financial institutions, word BANK could be a "noise" word. Default: Blank. |
Configure AO Match Test
Select AO Match Test, and then go to the Configuration tab on the Properties pane.
Select an Entry method and then specify the Field or Values to be matched.
Configure Matching options.
You may optionally specify a Name alias table, Business alias table, and a Business noise table. See Specifying an alias table for details.
Optionally, go to the Execution tab, and then set Web service options.