This functionality is used by a Match and Merge solution. For more information, refer to the Match and Merge topic (here) and the Configuring Match and Merge topic (here).
An event processor monitors the system for actionable events on specified objects, ensures match codes are regenerated, and runs the matching algorithms in response to any relevant change. For example, consider an object that is subject to a matching algorithm. When the match code assignment or data on that object is approved, the approval can trigger the event processor to regenerate the match code for that object and run the algorithm. Alternatively, events can be passed to the event processor via a republish business rule as part of a workflow or integration.
Event processors write to a background process log so you can identify when events were processed and what actions were taken in response. Additionally, event processor performance measurements are available on the Statistics tab for both matching algorithms and match code configurations.
The merge event processor compares golden records that already exist in the system and initiates possible duplicates into the merge clerical review workflow.
Important: It is recommended to use a single matching event processor to handle events across all matching algorithms.
Configuration
To configure an event processor for a matching solution:
- Create a matching event processor as defined in the Creating an Event Processor topic (here) and the Matching Processing Plugin Parameters and Triggers topic (here) of the System Setup documentation.
- In System Setup, open your event processor and review the following parameter settings:
Open the Configuration flipper and click the Edit Configuration link to display the wizard.
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On the Configure Event Processor step, verify the Select Processor parameter is set to 'Matching'
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On the Configure Processing Plugin step, verify the Event Processing parameter is set to 'Generate/Update Match Code Values and Run Matching Algorithm'
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On the Configure Processing Plugin step, verify the Matching Algorithms parameter displays the desired matching algorithm(s)
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On the Schedule Event Processor step, verify the Start parameter shows the desired schedule (Every 1 minute is recommended.)
Close the wizard and review the event processor editor.
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On the Event Processor tab, open the Configuration flipper, and verify the Queue Status parameter is set to Read Events
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On the Event Triggering Definitions tab, verify the appropriate event triggering definitions are selected
For a match and merge scenario, based on the selected algorithm, for existing golden records, the event processor performs a merge or initiates a clerical review. Add triggers for the following:
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references defined by your Matching component model: Non-Duplicate Reference Types. For details, refer to the topic Configuring Matching Component Model
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references defined by your Matching - Merge Golden Record References component model: Unmerged-From Relation Reference Types. For details, refer to the topic Configuring the Matching - Merge Golden Record Component Model.
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attributes, references, and data containers included in your Match Criteria. For details, refer to the Match Criteria topic.
Important: For accurate match and merge functionality, the event processor must trigger on updates that can change the outcome of the record comparisons. To accomplish this, the recommendation is to trigger on any attribute, reference, or data container that is used in the match criteria.
For a match and merge scenario, avoid triggers on the following attributes and reference types as defined by your component models:
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Potential Duplicate Reference Type
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Merged-Into Relation Reference Types
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Source Relation Reference Type
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Potential Duplicate Match Algorithm ID Attribute
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Source Record ID Attribute
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Deactivated Attribute
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- Enable the matching event processor as defined in the Enable Event Processor section of the Running an Event Processor topic in the System Setup documentation here.
For more information, refer to the Maintaining an Event Processor topic of the System Setup documentation here.