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AO Reconcile Match

Overview

Advanced Object (AO) Reconcile Match accepts a single input stream. You specify the Match ID from a matching process, and one or more fields that may identify data conflicts requiring match groups to be split into two or more new groups. Example of such data fields are SSN and date of birth.

AO Reconcile Match configuration parameters

AO Reconcile Match has a single set of configuration parameters.

Input

Parameter

Description

Match ID

(Required) Match ID linking records. This is usually generated out of the matching process or AO Match Append Info.

  • Default: blank

Potential group conflicts

Parameter

Description

Field 1-5

Field or fields that may identify data conflicts in groups. These fields should be standardized. Only exact matches or blanks are recognized as "non-conflicting." Differences in aliases or formatting (Robert vs. Bob, 123-45-6789 vs. 123456789) will cause groups to be split.

  • Default: blank

Output

Parameter

Description

New Match ID

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.

  • DefaultRECON_MATCH_ID

Conflict flag

Option to output a 1 byte field with a "Y/N" value in it to easily identify record groups split up due to conflict.

  • Default: checked

Source control

Parameter

Description

Source

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

Parallel processing

Parameter

Description

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

Configure AO Reconcile Match

  1. Select the AO Reconcile Match icon.

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

  3. Select Match ID and choose the field containing the match ID generated by the upstream matching process.

  4. Under Potential group conflicts, choose one or more Fields that may identify data conflicts in groups.

    • These fields should be standardized.

  5. Optionally, edit Output preferences:

    • Specify a different field name for the New match ID output.

    • Check or clear the Conflict flag option.

  6. Optionally, edit source control preferences and parallel processing options.

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

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