It is recommended to always follow these guidelines for data matching:
- Make sure to include at least one Exact match criteria in every match definition created.
- For matching addresses, configure match definition as:
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Exact match on A Street Number.
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Fuzzy match on A Street Name.
- Exact or fuzzy match on A Zip Code (depending on the type of the ZIP code column).
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- For names, configure match definition as:
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Fuzzy match on First Name with Weight at 80%.
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Fuzzy match on the Last Name with Weight at 95%.
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For projects with only one match definition, always check the “Similar Records in Group” box. This ensures that all records in a result group are a match to each other. If left unchecked, you may end up with groups in which record A matches record B, and B matches C, but A and C are not a match.
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Increase “Max Matches Per Record” to a value larger than the largest expected group so that no matches are lost.
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Use like-kind criteria for each definition. Unrelated criteria should be added to separate definitions.