Processing Example

For this example, selecting the 'Identify True Prospects' configuration on the imported record list displays a summary of all the list operations that will be applied to the list and the order they will be applied when clicking the 'Start' button.

Note: While some operations are executed in parallel to optimize performance, each operation is applied in the configured order per record.

Running this list processing configuration will perform the following actions in this order:

  • Removes all records that return the value of 'false' for the business condition 'CityPresent.'
  • Updates gender attribute values using a bulk update operation.
  • Deduplicates the full list based on a preconfigured matching algorithm named 'ListProspectDeDupe.'

Selecting the 'Start' button begins the process and a new process card titled 'Identify True Prospects' is presented with the progress of the list processing.

Note: While only one list processing background process can operate on a list at any time, users can process many lists simultaneously. If the displayed background process is deleted, the process card will disappear from the Web UI screen. However, despite the BGP and the card being deleted, the contents of the list remain in the system.

Each operation shows the number of records that were affected by the operation. Negative values are used for filtering and deduplication operations and indicate the number of records that were removed from the list.

In the image below, the list of 5,004 records has been processed as follows:

  • Operation 1 removes 45 records as they were missing city values.
  • Operation 2 sets the gender attribute value for the remaining 4,959 records.
  • Operation 3 removes no records based no running the matching algorithm and considering records with the same last name and phone number as duplicates.
  • The list has been reduced to 4,959 records, which is updated in the Summary Card.

If records are removed by filter operations, click the download icon () on an operation row to view a list of the removed records.