Match Criteria Match Code Filter

Data exceptions can create large match code groups that result in comparing all records in the group. Large match code groups can be identified using the Match Code Values tab in the matching algorithm object. A match code filter is based on a table of specific match codes that should be filtered out.

Note: Match code filters can only be used for matching algorithms that have been created with the Embed Match Code checkbox selected.

Prerequisites

A transformation lookup table is required to identify all the match codes to be excluded. Enter the codes to be excluded in the ‘From’ column and leave the ‘To’ column empty. For more information, refer to the Transformation Lookup Tables topic in the Resource Materials section of the online help here.

Configuring a Match Code Filter

After adding the filter in the Match Code Filter flipper of the Decision Table dialog (defined in the Match Criteria topic here), configure it as follows:

  1. In the Match Code Filter column, on the table match code filter row, click the ellipsis button () to edit the filter.

  2. On the Table Match Code Filter dialog:

    • For the Filter Table parameter, select the configured transformation table.

    • For the Match Code Prefix parameter, add text to be prepended to all match codes. Leave this parameter blank if all the match codes in the transformation lookup table already have a common prefix.

  3. To test the configuration, for the Select Nodes parameters:

    • Click the ellipsis button () for each field and select two objects for comparison.

    • Click the Evaluate button.

      0.0 is displayed when a value is not available in one of the selected nodes or when the addresses do not match. Adjust as indicated by the Evaluator results and repeat the evaluation.

      When red text is displayed, hover to review information about the record. For example, a record that has been deactivated, and so it produces no match code and thus no match score.

  4. Click OK to save and display the configuration in the Match Code Filter flipper.