Match Jobs

Match jobs are used to effectively match contact and operational data by comparing all relevant data and using a variety of strategies to process a wide array of standard errors.

A list of Match jobs displays on the Match jobs page in Home > Match Jobs. Use this page to review all Match jobs and basic information relating to those jobs, including Status, Name, Description, Last Run date, and the Syniti Match Desktop Template used for legacy match jobs created from Match Desktop. Click the link in the Name column to access a Match job.

Match jobs can be searched using the Search field at the top of the grid. Optionally, you can filter the jobs grid using the filter options in the Filter By panel. This page can be filtered using:

• Status—The current state of the job.

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

  • Error—There was an error running the job and no results are available. Check the History tab on the job details page for information on the error.

  • Pending—The job is queued to run.

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

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

  • Reset—The job has been reset and previously generated results are no longer available.

• Owner—The Syniti Knowledge Platform user accountable for ensuring the job is properly defined and governed. Users with View access cannot be Owners.

Once you have entered a search phrase and, optionally selected a filter, click the Filter button to narrow down Match jobs displaying in the grid.

Refer to the following articles for more details on Match jobs:

• Managing Match Jobs

• Reviewing Match Results

• Review Group Records

Create a Match job

You can create Match jobs to execute and view match results, ensuring your data is accurate, consistent, and optimized for various business processes.

Refer to Match job Settings and Match job Advanced Settings for details on settings related to Match jobs.

To create 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 the Create Match job button.

3. Enter or select the Match job's appropriate details, users, and connections.

4. If using the Match Review feature for this job, turn the Enable Match Review option to the On position.

   Note

   This feature allows you to review, manage, and approve group records from the run of the Match job. Once the Match job is created, the Match Review setting cannot be changed.

5. Click the Save button.

Once saved, the job can be run to process records and results can be reviewed on the Match job Overview page.

Edit a Match job

Match jobs can be edited by users with the appropriate security permissions to update most fields on the job, including the Template and Service.

Note

Ensure that if you update the Template, you update the Template’s description to keep them aligned.

Note

Ensure that if you edit the Service, you use the correct activation code for the type of job template being run.

To edit 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 Edit menu option.

4. Update any necessary details, users, and/or connections for the Match job.

   Note

   The Match Review setting cannot be edited.

5. Click the Save button to save all changes.

Delete a Match job

Match jobs can be deleted by any users with the appropriate security permissions.

Note

Once a Match job is deleted, all results and history will be lost.

To delete 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 Delete menu option.

4. On the Delete Match job window, click the Confirm button.