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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

Loose ID

(Required) Match ID from the matching process with the looser match thresholds. This should result in more matches.

  • Default: blank

Tight ID

(Required) Match ID from the matching process with the tighter match thresholds. This should result in fewer matches.

  • Default: blank

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.

  • Default: blank

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.

  • Default: blank

Tiebreaker fields

Parameter

Definition

Field 1-5

Field 1 is required. The first field used for tie-breaker matching.

  • Default: blank

Field 1-5 score

Field 1 is required. Match threshold for tie-breaker field.

  • Default: Exact (100)

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.

  • Default: off

Final ID

(Required) Field containing the final Match ID.

  • Default: FINAL_ID

Configure AO Match Validate

To configure AO Match Validate:

  1. Select the AO Match Validate icon.

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

  3. Select Loose ID and choose the field containing the Match ID from the matching process with looser match thresholds.

  4. Select Tight ID and choose the field containing the Match ID from the matching process with tighter match thresholds.

  5. Optionally, select Loose ID count and Tight ID count and choose the match count fields for each matching process.

  6. 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.

  7. Optionally, select Field 1 score and choose a match threshold for Field 1.

  8. 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.

  9. Optionally, select Final ID and specify the field to receive the final match ID.

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

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