API:FAQ:Capabilities:Matching

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Matching Solutions

Explain how your solution will match the data using a set of business rules against the database.

MatchUp Object’s Matchcode Editor allows you to apply 16 simultaneous match criteria (business rules) per run. Any one rule that satisfies your criteria for two records will return a match. A return status code telling which rules of these (up to 16) returned a match can be used to evaluate the quality of a matched pair.


Support for De-duping, Matching Rules, Householding

Explain in detail how the following features are incorporated/supported within your matching tool:De-duping, Set matching rules, Householding

With up to 36 defined data types, as well as a catch-all general datatype, each with individual settings, gives you nearly unlimited flexibility in creating match rules. This can be as simple as Address Householding, to Address + Names + Companies, etc. You define the rule criteria, and MatchUp Object will return output data for each record telling you whether it matched any other record, how many records it matched, what those other records are, and assign each group a unique group number.

Matching Criteria for Householding

Explain the different matching criteria that can be used to household customer records.

MatchUp provides basic Householding matchcodes – that use Zip Code and any address data you provide, but you are free to edit, copy, or alter these rules. MatchUp Object’s address splitter (used behind the scenes to build keys) allows you to match inexact records like ‘Twelve N Main Street’ to ‘12 Main St. Apt 67.’


Household IDs and Unique Customer Records

Explain how your solution will assign household ids to each unique customer record.

MatchUp Object assigns a unique number to each group of matched records. This is your link to matched records that may be in different files and not easily seen as duplicates.

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