MatchUp Object:Best Practices

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Matchup Object Best Practices contains support recommendations when performance is not optimal.

Optimizing Speed: General

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1. Network data traffic: We recommend that the source data to be processed be local with respect to the installed Melissa Data program. Network permissions, throughput, and in some cases, MatchUp's need to access record 'x' to complete consolidation with record 'y', are all potential sources of a slower process.
2. Source datatype :Some database or file types can be read by the calling language or IDE more efficiently than others. Matching your environment to the most efficient file type requires trial and error testing by the developer.
3. Hardware :It goes without saying that the more hardware you dedicate to a process, the faster it will run. However, many processes can not take advantage of additional hardware, or show diminishing returns. For example, varied zip code demographics may be able to use multi-processors to process individual clusters of records, but a database of the same zip code may not. Additionally, for the above factors, hardware may not be the overriding factor governing a fast process, ie. a good matchcode may be the most important factor.

Optimizing Speed: Matchcodes

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1. Matchcodes: Components: Before MatchUp dedupes, it clusters records into groups of possible matches. If your matchcode does not have any components in every used combination, it can not place records into those sub group clusters. In general, the greater number of components used in every combination, the faster the process will be.
2. Matchcode: Fuzzy: MatchUp has an extensive list of Fuzzy Options. Some are performed during the key building process (ie. Soundex) and do not slow the process down. Others are performed on the constructed matchkeys (ie. Near, Jaro, etc.) and therefore slow down the process. If the latter types are required by your process, place them in the component order below an exact component which is also used in every combination if possible.

Order of Components in Matchcode

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Although the Matchcode Editor interface lets you place the components in any order, the Object does have a few restrictions when calling the AddMapping methods. Namely, Address Line AddMappings must be called last, even if you have added another component after the Address matchcode components. Calling AddMappings in the wrong order will throw an error, therefore when using the matchcode editor, place your address components last. The exception would be rare cases where address components are used in every specified column, but a different component is not used in all combinations (specified columns).

Back up your Matchcode database

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If you create your own matching strategies, you should occasionally back up this file - in the event that someone changes a matchcode or it becomes corrupted.

For the Object and SSIS, and Contact Zone, this file is named mdMatchUp.mc

For the MatchUp Software version, the file is named DTake.mc

An example of good backup practice would be mdMatchUp_20140123.mc, allowing you to see the original matchcode used in processes before Jan 23, 2014

Using Efficient SetUserInfo

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By default, SetUserInfo, the unique identifier attached to built match key is 1024 bytes, allowing the developer to pass an advanced custom identifier, or even source data to the key file. While this can have data handling advantages, this will cause the key file and temporary sort files to grow much larger than needed for most jobs, and will slow down the process. A new reserve funcion has been added, allowing the user to override the default UserInfo size. For Example:

ReadWrite->SetReserved("UserInfoSize","12");

Our tests have shown this to reduce the key and temporary disk storage usage to decrease by a factor of 10 and the processing time to decrease by as much as 60%

To determine if you have the necessary Update Build 2072 or newer, Programmatically:

printf(" BUILD NUMBER: %s\n",mdMUReadWriteGetBuildNumber(ReadWrite));

Keep Work File Location Local

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MatchUp uses this location to store the process key file as well as temporary sorting files.

By default, Windows will store these files in the temp directory of the logged in User. For *nix platforms, the directory where the executable is being ran.

Although users can override this location, we do not recommned it, unless you are pointing this location to a fast local drive with plenty of writable disk space and full read write permissions.