MatchUp Object:Matchcode Components: Difference between revisions

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Matchcode Components

The following table lists all of the available matchcode components (Data Types) in MatchUp Object.

Component Description
Prefix Prefix of a personal name (Mr, Mrs, Ms, Dr).
First Name A first name.
Middle Name A middle name.
Last Name A last name.
Suffix A suffix from a personal name.
Gender Male/Female/Neutral.
First/Nickname A representative nickname for a first name.
Middle/Nickname A representative nickname for a middle name.
Department/Title A title and/or department name. *Note
Company A company name.
Company Acronym A company's acronym. *Note
Street Number The street number from an address line3.
Street Pre-Directional “South” in “3 South Main St”.
Street Name The street name from an address line.
Street Suffix An address suffix (St, Ave, Blvd).
Street Post-Directional “North” in “3 Main St North”.
PO Box PO Boxes also include Farm Routes, Rural Routes, etc.
Street Secondary Apartments, floors, rooms, etc.
Address A single unparsed address line. *Note
City A city name. ZIP or Postal code is usually more accurate.
State/Province A state or province name.
Zip9 A full ZIP + 4® code (9 digits). *Note
Zip5 The ZIP Code (5 digits).
Zip4 The +4 extension of a ZIP + 4 code (4 digits).
Postal Code (Canada) A Canadian Postal Code.
City (UK) A city in the United Kingdom.
County (UK) A county in the United Kingdom.
Postcode (UK) A United Kingdom Postcode.
Country A country.
Phone/Fax A phone number. *Note
E-Mail Address An e-mail address. *Note
Credit Card Number A credit card number.
Date A date. *Note
Numeric A numeric field. *Note
Proximity Allows you to specify a maximum distance in miles between records in which a match will be possible. *Note
General Any general information. ID, birthday, SSN, etc.

Notes

Company, Company Acronym, Department/Title

Frequently these components don't match exactly because of ‘noise words’ such as “the,” “and,” “agency,” and so on. MatchUp strips these words from these components.

Company Acronym

MatchUp Object converts any multi-word company name into an acronym(for example, “International Business Machines” is squeezed into “IBM”). Single-word company names are left as they are. This conversion is done after noise words are removed.

Street Address Components

The seven street address components (Street Number, Street Pre-Directional, Street Name, Street Suffix, Street Post-Directional, PO Box, Street Secondary) are obtained by splitting up to three address lines. Note that PO Box and/or Street Secondary do not have to appear on their own line, or in a particular field. MatchUp's proprietary “street smart” splitter does all of the work.

Full Address

When using the Full Address component, you are at the mercy of every little deviation in data entry. Because MatchUp Object’s street splitter is so powerful, it is preferable to use street address components instead of the Full Address in nearly all cases. The only exception may be when processing foreign addresses that don’t conform very well to US, Canadian or UK addressing formats.

Zip9, Zip5, Zip4, Canadian Postal Code

MatchUp Object removes dashes and spaces from ZIP codes. When processing a mix of Canadian Postal Codes and US ZIP codes, use the Zip9 component.

Phone Number

MatchUp Object removes non-numeric characters from phone numbers. Leading ‘1-’ and trailing extensions are stripped if present. Numbers lacking an area code are right justified so that the local dialing code and number are aligned with numbers having area codes. If a data table often has missing or inaccurate area codes (i.e., after a recent area code split), start at the 4th position of the phone number component. Do not use the right most 7 positions, as badly formatted extensions can sometimes cause the phone number to get coded improperly.

E-Mail Address

MatchUp Object removes illegal characters from e-mail addresses. Incomplete, changed, and commonly misspelled domain names are corrected using the Email Address data table.

Date

MatchUp Object allows you to specify a number of days for which a match will be possible if the records being compared fall within the set number of days apart.

Numeric

This allows you to specify an integer number for which a match will be possible if the record’s unit difference falls within the set number.

Proximity

The proximity component requires you to map in Latitude / Longitude coordinates(Not determined by MatchUp. Can be determined by a product such as GeoCoder or Contact Verify) allowing you to match addresses within a maximum distance setting for this component.