Match Tuning

Tuning a matching algorithm is the process of refining the algorithm to produce the desired outcome for a variety of data scenarios. The tools available for tuning include:

  • A match tuning configuration which allows data stewards to evaluate and adjust a matching algorithm for better accuracy when importing source records. With this tool, users can analyze data and iterate on the matching algorithm before running an import.

  • The Match Result tab in conjunction with the Duplicates tabs which use standard data profiling tools to identify data entries that are appropriate for matching records.

Note: Match tuning only works in a Match and Merge solution which is for entities.

Match Tuning Configuration

Use the following steps to configure and use your tuning solution:

  1. Initial setup for match tuning, as defined in the Initial Setup for Match Tuning topic here.

  2. Create a match tuning configuration, as defined in the Configuring Match Tuning topic here.

Match Results Tab Use

Review and improve a matching algorithm's effectiveness using the legacy functionality:

  1. Match Result tab, as defined in the Matching Algorithm - Match Result Tab topic here.

  2. Confirmed Duplicates and Confirmed Non Duplicates tabs, as defined in the Matching Algorithm - Duplicates Tabs topic here.