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AO Name Reconcile

The Advanced Object (AO) Name Reconcile macro identifies name conflicts produced as a result of the matching process. It accepts a single input stream, typically the output from one of the matching macros. You specify the Match ID, and one or more name component fields that may identify data conflicts requiring match groups to be split into two or more new groups.

AO Name Reconcile configuration parameters

AO Name Reconcile has four sets of configuration parameters: Input, Name, Options, and Table.

AO Name Reconcile Input tab

Match ID

Required. Match ID linking records. This is usually generated out of a matching process or AO Match Append Info. Default: Blank.

Specify only Name fields that may identify conflicts.

First name

Given name (John A Smith Jr). Default: Blank.

Middle name

Middle name (John A Smith Jr). Default: Blank.

Last name

Surname (John A Smith Jr). Default: Blank.


Generation name (John A Smith Jr). Default: Blank.


Gender; must be Male, Female, or blank (unknown or indeterminate). Default: Blank.

Group count (optional)

Match count field assigned by AO Match Append Info containing total number of members in each match group. Default: Blank.

AO Name Reconcile Name tab

Name options

First name score

Match threshold for first name. Default: Medium (74).

Middle name score

Match threshold for middle name. Default: Blank; defaults to first name score.

Fix reversed First/Last

Select this if you suspect that your records may have First name and Last name reversed. Default: No.

Match First/Middle

Select to enable cross comparison of First name against Middle name. Default: No.

Ignore Middle

Select to ignore Middle Name in name comparisons. Default: No.

Female-only matching

Match First only

Select to compare female records using First Name only (ignoring Last Name). Default: No.

Ignore Middle (female only)

Select to ignore Middle Name in female name comparisons. Default: No.

Processing Order

Defines the order in which fields are processed, which can affect results. All order fields must be uniquely populated with a value between 1 and 4, even if you do not specify all fields as input.

First Name

Default: 1

Mid Name

Default: 2


Default: 3


Default: 4

AO Name Reconcile Options tab

Source control


The source name, typically assigned using AO Define Source. This is used to determine how many sources are involved in a match group. Note that shorter source name strings are more easily readable. Default: Blank.

Internal dedupe flag

Field containing a Y/N flag indicating whether or not data from a particular source should be compared against itself (deduped) or solely against other sources. As a general rule, master databases are not internally deduped whereas update files are. Default: Blank.

Compare sources not internally deduped

If a matching process has more than one source with the internal dedupe field set to "N", selecting this will compare the two sources. Default: Yes.

Master ID

Final ID generated based on the original ID and whether or not conflicts are identified. If a conflict exists, a new number is assigned for each set of "unique" values. If no conflicts exist, the input Match ID is retained. Default: NUM_REC_ID.

Master flag

Optionally output a 1-byte field with a Y/N value identifying record groups split due to conflict. Default: NAME_REC_CHANGE_FLAG.

Parallel processing

Parallelism level

Set to the lesser of the number of CPU cores on the Execution Server, or the number of threads configured in the project in which the macro is embedded. Default: 1.

Optimize for large segments

If you receive warnings like "Window Compare segment size for value (06828EAS3135) has exceeded 2000," enable this option. Comparing large candidate groups may reduce matching efficiency. Selecting this option increases the number of records that can be sent to a matching process without slowing processing. Default: No.

Step results

Generate All IDs

Generate the individual IDs and flag for each step in the reconciliation process. Default: No.

New Match ID (1-4)

If a conflict exists, a new Match is assigned to each set of unique values. If no conflicts exist, the input Match ID is retained. Default: NAME_REC_ID(1-4).

ID Change Flag (1-4)

Option to output a 1-byte field with a Y/N value in it identifying record groups split due to conflict. Default: NAME_REC_CHANGE_FLAG(1-4).

AO Name Reconcile Table tab

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:












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.

Configure AO Name Reconcile

  1. Select the AO Name Reconcile icon, and then select the Input tab on the Properties pane.

  2. Select Match ID and select the field containing the match ID generated by the upstream matching process.

  3. Specify one or more name fields that may identify name conflicts in potential matches.

  4. Optionally, select Gender and Group count fields.

  5. Optionally, select the Name tab to configure Name processing options.

  6. Optionally, select the Options tab to configure processing options.

  7. Optionally, select the Table tab to specify an alias table.

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

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