Managing Match Jobs

Overview

Full Match job details can be viewed by clicking on a Match job name in the grid on the Match jobs page. The details displayed on the Match job Details page include the Last Run Results, Audit Trail, and associated Users.

Run a Match Job

Match jobs must be manually run and cannot be set to run automatically on a predetermined schedule. Basic results for the run of the Match job display on the header card at the top of the page, and additional details can be found in the Last Run Results card.

To run a Match job:

1. Verify you’re in the Match module of the Syniti Knowledge Platform.

   Or

   Select Match from the Home menu to navigate to the Match module of the Syniti Knowledge Platform.

2. Click on the link in the Name column of a Match job to navigate to the Match job Overview page.

3. Click the Run button at the top right corner of the Match job Overview page.

4. On the Import or Run Match Job dialog that displays, click the Run button to run the Match job or the Import and run button to import new table data and re-run the Match job.

Last Run Results

The Last Run Results card displays the results of the most recent run of the job. These results include:

• Records Total—The total number of records present in the job.

• Records Processed—The total number of records successfully processed by the job run.

• Records Failed—The total number of records that failed to process with the job run.

Review a Match Job

After a Match job has been run and if the Match Review Enabled option was turned on at the creation of the Match job, the results of the run are ready to be reviewed. The Match Review Results card displays the number of matched groups ready for review and the number of groups that have been reviewed and approved. Click the Go to Match review button on this card to review all results of the job run.

Refer to Reviewing Match Results for more details on the Match job review process.

Match Job Details

The Details card displays an overview of creation and modification dates, as well as users who created and/or modified the job. This helps determine the business reason behind changes made to a job.

Note

This is not a full audit trail. Only the most recent modification date and user are displayed.

Match Outputs

The Match Outputs card displays the total number of groups, pairs, and records for the Match job. Use the Export icon to export the data for each respective output, or use the Export All icon at the top of the card to export the data for all outputs.

Match Job History

Match job history details can be viewed by clicking on the History tab of the Match Job Details page. These details include the status and record count of each job run. Record count references the number of records processed in the job run.

The job history grid can be filtered using the Filtered By panel. The following filter options are available:

• Status— The current state of the job

  • Error— There was an error running the job and no results are available.

  • No Connection— There is an API Connection failure and the job cannot be run.

  • Pending— The job is queued to run.

  • Running— The job is actively running. Results are not yet available.

  • Success— The job was successfully processed and results are available.

Reset a Match Job

The Match job can be reset at any time following its initial execution. Resetting the job clears all stored data as if it has not been run before, and updates the job status to Reset. All associated tables are deleted, allowing for adjustments to table column mappings as needed.

To reset a Match job:

1. Verify you’re in the Match module of the Syniti Knowledge Platform.

   Or

   Select Match from the Home menu to navigate to the Match module of the Syniti Knowledge Platform.

2. Click on the link in the Name column of a Match job to navigate to the Match job Overview page.

3. Click the More options icon at the top right corner of the Match job Overview page and select the Reset Job Results menu option.

4. Click Continue on the Reset Job Results dialog that displays.

   Note

   Resetting a Match job causes any previously generated results for the job to be lost. This action cannot be reversed and the job must be run again to regenerate results.