Reviewing Match Results

Overview

After a Match job has been executed, potential matches must be processed to select and confirm the master, subordinate, and duplicate records within a match group. Records incorrectly identified within a group can also be identified and either assigned to a different group or treated as individual records for downstream processing. This logic is used for both party and non-party data matching.

For example, this process is used when supporting migration processing into SAP S/4HANA where both customer and vendor deduplication, along with business partner harmonization, are required when moving from the old SAP ECC Customer and Vendor model to the new BP model supported in the S/4HANA. Non-party data matching can also be processed through this logic for materials, assets, equipment, etc.

Match Review

You can see the review status of all of your Match jobs on the Match Review page. To access this page, click the Match Review button from the Syniti Home page.

Each card on the Match Review page displays basic review details for the Match job, including:

Name—The name of the Match job appears as a link at the top of the card. Click this link to view additional details on the Match job Overview page.
Description—The job description entered on the creation of the Match job
Status—The current execution status of the Match job
Type—The type of matching selected on the creation of the Match job, either Name/Business Matching or Description Matching
Owner—The Knowledge Platform user accountable for ensuring the Match job is properly defined and governed
Review Status—The number of records currently in review and/or approved
Note
Only jobs with a status of Success will have review status details.

Cards on this page are organized alphabetically by the Match job name. Users can pin cards to the front of the list using the Pin icon at the top right of the card. Pinning a card is a user-specific action that is retained for that user until the card is unpinned by clicking on the Pin icon a second time.

To edit the basic or advanced settings for a Match job on this page, click the Settings icon at the top right of the Match Review card. The Edit Match Job page displays and settings can be adjusted as needed. Refer to Match Job Settings and Match Job Advanced Settings for more information on editing Match job settings.

The Review Status circle graph displays a visual for records currently In Review (yellow) and Approved (green). Click the In Review link or the Match review button to access the For Review page, or the Approved link to access the Approved Records page. Refer to the Reviewing Group Records section below for more information on the review and approval process for Match job records.

Pair Results

A pair result is the side-by-side comparison of a record from the master dataset and overlap dataset selected on a Match job with the Match Overlap option turned on. Refer to Match Job Settings for details on applying this setting to a Match job.

The following information is displayed for each pair result:

Score—The overall matching score from the individual matching scores listed on the pair.
Master Dataset—The main datasource from which the Match job receives its data.
Overlap Dataset—The datasource that is compared against the master dataset.
ID—The ID of the individual record, derived from the record’s dataset.
Scores—The matching score for the fields mapped on the configuration of the Match job.

All other record information for each pair is derived from the record files.

Reviewing Pair Results

All pair results that display under the For Review tab should be reviewed and processed. Use one of the following action buttons to process pair results:

Approve—This action approves the pair and moves the record to the Approved tab.
Unmatch—This action moves the records out of the paired group and places them as single records under the Unique Records tab.

Group Records

A group record is the list of potential record matches from the Match job execution. The following information for each group record is displayed in the Group Records grid:

Group ID—The ID of the record group, derived from the identified master record of the group. The Group ID does not change even if a new master record is identified for the record group.
Records Count—The number of records within the record group. This count includes the master record.
Match Base Score—The score of the lowest matching pair within the match group.
Status—The status of the record group, either:
- For Review—Record groups that have been identified as a match, but have not yet been reviewed.
- In Progress—Record groups that are actively being reviewed.
- Re-review—One of the following situations has occurred:
  - Record groups that have been reviewed, marked as resolved, and then as unapproved. The record group needs to be reviewed again and appropriately processed and approved.
  - Notable changes have occurred between runs. For example, the source data is modified after a job has been run and a group has been approved approved, and the approved Match group changes sufficiently after the re-run of the job.

All other record information displayed in the grid is derived from the record file.

Reviewing Group Records

Records are reviewed and processed by potential matching groups. Click the Group ID in the grid on the For Review tab to display the grouped records and begin reviewing and processing those records.

The record Count, Status, and Match Group Base Score are displayed above the grid for a quick overview of the reviewed records. In the grid, the master record and identified potential matches are denoted with the Master and Match statuses, respectively. The ID column displays each record’s unique ID, and the Level column displays the potential match level.

In Match, a match level refers to a specific set of criteria used to determine how records are compared and matched within the data-matching process. These criteria define the conditions under which records are considered duplicates or related entries.

Match levels are configurable and can be tailored to the specific needs of a data-matching task, such as identifying duplicate individuals, families, businesses, or custom entities.

Each match level is associated with a set of rules and weights that define how different data fields (such as name, address, postcode, etc.) contribute to the overall match score. The total Match score is derived from the component scores defined in the match weights for the match level. A match only occurs when the total match score reaches the required threshold for the level defined in the advanced settings. Refer to Match Job Advanced Settings for more information.

For example, common match levels might include:

Individual—Used for matching individual contacts, considering data such as name, address, and postcode.
Family—Used for matching family members at a property, considering data like last name, address, and postcode.
Address—Used for matching properties only, focusing on addresses and postcodes.
Business—Used for matching individual companies, considering data such as company name, address, and postcode.
Custom—Used for any other type of matching that cannot be achieved with the predefined levels.

To process the match group, use the action icons in the Actions column. The following actions can be taken on each record with a Match status:

Set as Master—Use this action to set the selected record as the master record for the group. When selected, the previously identified record is automatically updated to a status of Match, and the newly identified master record is moved to the top of the record group in the grid.
Note
The record group retains the Group ID associated with the originally identified master record, regardless of the ID of the newly identified master record.

Unmatch—This action removes the record as a potential match from the record group. The record is moved from the group and placed as a single record in the For Review list. Unmatch records in bulk by checking the box to the left of the records on the grid or the Select All checkbox at the top of the grid and clicking the Unmatch button in the Quick Actions toolbar.
Move to Group—This action allows you to move the record to an existing group, or group with any unique record to create a new Match Group. Refer to Moving Records to a New Group below for more information.

Once all necessary actions have been taken on the record group, click the Approve group button to move the group to the Approved tab. Alternatively, click the Skip group button to skip the processing of this group and immediately move on to the next record group for review without navigating back to the list of Match groups in the For Review tab.

Moving Records to a New Group

When a record is selected to move to a new record group, the Move to Group dialog box displays.

In this dialog box, select a field from the list to search for a new group. Then, choose Contains, Equal To, or Starts with from the qualified list, and then enter the data to be searched in the value field. Click the Search button to display records containing the information entered.

The records that match the search criteria display in the grid at the bottom of the window, along with the basic information for that record. Select the desired record from the grid, then click the Confirm button to move the record to the new group.

Approved Records

Records that have been reviewed and approved from the For Review tab are moved to the Approved tab.

Only the master record displays in the grid, but the entire record group can be viewed when you click the ID in the Group ID column.

To unapprove records from this page, click the Unapprove button at the top of the page or click the Unapprove button in the Actions column of the main Approved tab.

To unapprove records in bulk, mark the checkbox to the left of the record and click the Unapprove button in the Quick Actions toolbar. Once records have been marked as unapproved, they are moved back to the For Review tab with a status of Re-review.

Unique Records

Records without identified matches are displayed on the Unique Records tab.

These records can be reviewed and, if needed, moved to a new group individually using the Move to group icon in the Actions column or in bulk by marking the checkboxes to the left of the desired records and clicking the Move to group button in the Quick Actions toolbar. Refer to Moving Records to a New Group for more information.