Pentaho/Contact Zone:Contact Verify:Name

From Melissa Data Wiki
Revision as of 17:30, 11 January 2017 by Admin (talk | contribs) (Created page with "{{PentahoCZContactVerifyNav |ContactVerifyCollapse= }} {{CustomTOC}} The Name tab configures the fields that will be used for the name parsing functionality of the Contact V...")
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to navigation Jump to search

← Contact Zone

← Data Quality Components for Pentaho

Contact Verify Navigation
Overview
Tutorial
Advanced Configuration
On-Premise
Web
Local Appliance
Contact Verify Tabs
Name
Address
GeoCode
Phone/Email
Pass-Through Columns
Output Filter
Processing Options
Reporting
Result Codes



The Name tab configures the fields that will be used for the name parsing functionality of the Contact Verification Component. Existing field names can be selected using the drop-down boxes. New field names can be created by typing the name into the box.

Input Name

The Name Parse tab requires data from a single field in order to populate its output fields.

Full Name
Select or enter the field name that will contain the name information to be parsed. This field can contain one or two full names, such as “Mr. John Q. Smith, Jr.” or “John Q. and Mary S. Smith.” If you do not set a field for Full Name, the Component will not parse name information.
Company Name
Select the field name that contains the company name.


Output Components

The output section consists of two sets of return fields. The first name detected will be returned by the first set of fields. If a second name is detected, it will be returned by the second set of fields.

Prefix
This field returns any part of the name that precedes the given name, such as “Mr.,” “Ms.,” or “Dr.,” for each full name detected.
First Name
This field returns the given name for each first name detected. Contact Verify can attempt to correct misspelled first names. To enable this feature, see the Name Parse Options screen.
Middle Name
This field returns the middle names or initials for each full name detected.
Last Name
This field returns the family name for each full name detected.
Suffix
This field returns any part of the name that follows the family name, such as degrees (“MD” or “PhD”) and generational indicators (“IV” or “Jr.”), for each full name detected.
Gender
This field returns a gender indicator for each full name detected. Gender is based on the first name. See the Name Parse Options screen for how to adjust how the Component assigns gender to a name.
Salutation
This field returns a salutation constructed from the first full name detected. To control how this salutation is formatted, see the Name Parse Options screen.
Standardized Company Name
This field returns a standardized company name.


Name Parse Options

To access Name Parse Options, click the Name Parse Options button on the Name tab

Correct Misspellings in First Name
The Component uses a database of common given names to correct obvious misspellings. To enable this feature, check the box.
Name Order Hint
The Name Order Hint tells the Component in what order the name components will be found in the input full name, normal name order, last name first, or a mixture. The default is “Varying.” The options are:
Option Description
DefinitelyFull Name will always be treated as normal name order, regardless of formatting or punctuation.
VeryLikelyFull Name will be treated as normal name order unless inverse order is clearly indicated by formatting or punctuation.
ProbablyFull If necessary, statistical logic will be employed to determine name order, with a bias toward normal name order.
Varying If necessary, statistical logic will be employed to determine name order, with no bias toward either name order.
ProbablyInverse If necessary, statistical logic will be employed to determine name order, with a bias toward inverse name order.
VeryLikelyInverse Name will be treated as inverse name order unless normal order is clearly indicated by formatting or punctuation.
DefinitelyInverse Name will always be treated as inverse name order, regardless of formatting or punctuation.
MixedFirstName Name field is expected to only contain prefixes, first, and middle names.
MixedLastName Name field is expected to only contain last names and suffixes.


Gender Aggression
This option controls how the CVC assigns gender to a name, based on the first name. First names are rated on a 1 to 7 scale on the likelihood that they are a male or female name, with 7 being “always male” and 1 being “always female.” The Gender Aggression setting (Conservative, Neutral, or Aggressive) controls how the CVC treats names that fall between those two extreme
Gender Population
This option controls the gender assumed for the input data: predominantly female, predominantly male, or an even split. The effect of the Gender Aggression and Gender Population settings is shown on this chart.


Male Female
Aggression Always [7] Often [6] Normally [5] Neutral [4] Normally [3] Often [2] Always [1]
Conservative
Even M N N N N N F
Male M M N N N N F
Females M N N N N F F
Neutral
Even M M N N N F F
Male M M M N N F F
Females M M N N F F F
Aggressive
Even M M M N F F F
Male M M M M N F F
Females M M N F F F F


Salutation Prefix
The Component will begin every salutation with the text entered in this box. The default setting is “Dear.”
Salutation Suffix
The Component will end every salutation with the text entered in this box. The default setting is a semicolon.
Salutation Slug
The Component will use this text for a salutation if the input data did not contain enough information to construct a salutation from the parsed data. The default setting is “Dear Customer;.”
Middle Name Logic
The Component will parse the Middle Name depending on the method selected. The default setting is Parse Logic.
Option Description
Parse Logic In the absence of a hyphen, recognizable last names in the middle of a full name are treated as part of a hyphenated last name.
Hyphenated Last The middle word is assumed to be part of the last name.
Middle Name The middle word is assumed to be a middle name.


Salutation Preference
Use this box to change the order of preference for salutation formats. The highest format will be used if possible, followed by the second, until all possibilities are exhausted. If you do not wish a format to be used, place it below the selection for “Blank.” To change the order of preference, select the items on the list and click the arrow buttons to move the selection up and down the list.