AO Match Validate
Overview
AO Match Validate accepts as input two sets of Match IDs produced by matching processes with same base criteria but differing levels of tightness: "loose" and "tight." If a conflict is detected, one or more fields are used to validate or invalidate the match. For example, if the results of a Name/Address match change with different match settings, a third field can be used as a tie breaker (the records may share the same phone or email). This macro is similar in use to AO Match Group Differences, except that AO Match Validate both identifies the differences between the two matching processes and maintains or splits matches based on the configured settings.
AO Match Validate configuration parameters
AO Match Validate has a single set of configuration parameters.
IDs
Parameter | Definition |
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Loose ID | (Required) Match ID from the matching process with the looser match thresholds. This should result in more matches.
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Tight ID | (Required) Match ID from the matching process with the tighter match thresholds. This should result in fewer matches.
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Optional count fields
Parameter | Definition |
|---|---|
Loose ID count | (Optional) Match count field for records in the match groups using looser criteria. Contains the number of records in each record's match group. Unique records have a count of 1.
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Tight ID count | (Optional) Match count field for records in the match groups using tighter criteria. Contains the number of records in each record's match group. Unique records have a count of 1.
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Tiebreaker fields
Parameter | Definition |
|---|---|
Field 1-5 | Field 1 is required. The first field used for tie-breaker matching.
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Field 1-5 score | Field 1 is required. Match threshold for tie-breaker field.
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Final results
Parameter | Definition |
|---|---|
Generate tie-breaker IDs | (Optional) Generates a match ID for each tie-breaker field used, appending TB_GROUP to the original field name.
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Final ID | (Required) Field containing the final Match ID.
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Configure AO Match Validate
To configure AO Match Validate:
Select the AO Match Validate icon.
Go to the Configuration tab on the Properties pane.
Select Loose ID and choose the field containing the Match ID from the matching process with looser match thresholds.
Select Tight ID and choose the field containing the Match ID from the matching process with tighter match thresholds.
Optionally, select Loose ID count and Tight ID count and choose the match count fields for each matching process.
Select Field 1 and choose the field to be used to break a "tie" if Loose ID and Tight ID produce different match results. You may define up to five tie-breaker fields.
Optionally, select Field 1 score and choose a match threshold for Field 1.
Optionally, select Generate tie-breaker IDs to generate a match ID for each tie-breaker field used, appending TB_GROUP to the original field name.
Optionally, select Final ID and specify the field to receive the final match ID.
Optionally, go to the Execution tab, and then set Web service options.