Match Keys Configuration

  • Published on Aug 2, 2024
  • 2 minute(s) read
  • LW
  • John Munkberg
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Overview

Match keys determine how records are clustered. When a new record is added to an existing cluster (containing one or more existing records) the record is compared to each of those existing records. Clusters are used to group potentially matching records.

Functions can be applied to any key, and these can even be combined. For example, LEFT(Company,10) and UPPER(RTRIM(Address1)+PUNTRIM(Postcode)).

Refer to Match Job Advanced Settings for further details on applying keys and functions.

Match Keys Configuration

The following match keys are available for use:

Name

  • NormalizedName

  • NormalizedFirstName

  • NormalizedLastName

  • NameKey

  • PhoneticLastName

  • Name1—synonym for PhoneticLastName

  • PhoneticFirstName

  • Name2—synonym for PhoneticFirstName

  • PhoneticMiddleName

  • Name3—synonym for PhoneticMiddleName

  • FirstNameFound

  • Gender

NameKey—the first five characters from PhoneticLastName, plus the first character from the first name.

NormalizedName—a normalization of the name in upper case (of the form "LastName,FirstName,MiddleName", for example, "SMITH,JOHN,R")

PhoneticLastName/Name1—a phoneticization of the last name (up to eight characters in length by default)

PhoneticFirstName/Name2—a phoneticization of the first name (up to eight characters in length by default)

PhoneticMiddleName/Name3—a phoneticization of the middle name (up to eight characters in length by default)

FirstNameFound—either Y (yes) or N (no) to indicate whether a firstname has been recognized

Gender—either M (male), F (female), E (either), or X (inconsistent).

Organization

  • NormalizedOrganization

  • NormalizedOrg1

  • NormalizedOrg2

  • NormalizedOrg3

  • OrgAcronym

  • OrganizationKey

  • PhoneticOrganizationName1

  • OrgName1—synonym for PhoneticOrganizationName1

  • PhoneticOrganizationName2

  • OrgName2—synonym for PhoneticOrganizationName2

  • PhoneticOrganizationName3

  • OrgName3—synonym for PhoneticOrganizationName3

OrganizationKey—the first five characters from PhoneticOrganizationName1 plus the first five characters from PhoneticOrganizationName2

NormalizedOrganization—a normalization of the company name in upper case (of the form "FirstWord,SecondWord,ThirdWord", for example, "HELPIT,SYSTEMS,LTD")

PhoneticOrganizationName1/OrgName1—a phoneticization of the first word of the company name (up to eight characters in length by default)

PhoneticOrganizationName2/OrgName2—a phoneticization of the second word of the company name (up to eight characters in length by default)

PhoneticOrganizationName3/OrgName3—a phoneticization of the third word of the company name (up to eight characters in length by default)

Address

  • AddressKey

  • PhoneticStreet

  • PhoneticTown

  • PostOut

  • PostIn

  • Premise

PhoneticStreet—a phoneticization of the address's street (up to eight characters in length by default)

PhoneticTown—a phoneticization of the address's town (up to eight characters in length by default)

AddressKey—the first four characters from PhoneticTown, plus the first four characters from PhoneticStreet

Note

This is always eight characters in length and never trimmed because spaces are meaningful.

PostOut—the first half of a postcode (UK, Canada) or the first five digits of a US ZIP code; for all other countries this will be a copy of the postcode.

PostIn—the second half of a postcode (UK, Canada) or the last four digits of a US ZIP+4 code; blank for all other countries.

Premise—a copy of the premise that's been extracted from the address.

Note

This is often used in conjunction with AddressKey to reduce the number of records in each cluster (e.g. AddressKey + Premise).

Telephone

  • TelAreaCode

  • TelLocalNumber

  • FaxAreaCode

  • FaxLocalNumber

TelAreaCode—specifies the area code at the start of the telephone number

TelLocalNumber—specifies the local part of the telephone number. For example, the area code for the UK telephone number 01372360070 is 01372 while the local number is 360070.

FaxAreaCode—specifies the area code at the start of the fax number

FaxLocalNumber—specifies the local part of the fax number

Input

Any mapped input fields can be used in keys by prepending the column type with "Input".

It is not recommended to use input fields in fuzzy keys. Since the values of input fields are not normalized in any way, it is recommended to apply the Match Key Functions PUNTRIM and UPPER.

  • InputFullName

  • InputPrefix

  • InputFirstNames

  • InputForenames—synonym for InputFirstNames

  • InputMiddleNames

  • InputInitials

  • InputLastName

  • InputSurname—synonym for InputLastName

  • InputQualifications

  • InputSuffix

  • InputOrganization

  • InputCompany—synonym for InputOrganization

  • InputDepartment

  • InputJobTitle

  • InputAddress1 - InputAddress9

  • InputTown

  • InputCity—synonym for InputTown

  • InputRegion

  • InputState—synonym for InputRegion

  • InputCounty—synonym for InputRegion

  • InputPostcode

  • InputZIP—synonym for InputPostcode

  • InputPostOut

  • InputPostIn

  • InputPlus4—synonym for InputPostIn

  • InputDeliveryPoint

  • InputDPS—synonym for InputDeliveryPoint

  • InputCountry

  • InputTelephone

  • InputFax

  • InputEmail

  • InputDateOfBirth

  • InputDOB—synonym for InputDateOfBirth

  • InputWebsite

  • InputCustomField1 - InputCustomField9