Pentaho/Contact Zone:Personator:Actions/Options

← Contact Zone

← Data Quality Components for Pentaho

The Actions tab allows you to specify which actions you would like to perform.

Personator Actions

Choose which action you wish to perform with the Personator component.

Verify

(Default) Will return the relationships between your different input data pieces. It can show you if your name, address, email, and phone number are correlated.

Append

Allows you to enrich your contact records with data returned by the Personator component.

Move

Updates the address when a move is found.

Append Options

Blank

Append data when incoming information is blank.

Always

Always append data with the information provided by Melissa Data.

Check Error

Append data when incoming information cannot be verified.

Address Options

Advanced Address Correction

AAC uses the Full Name/Company Name input to perform more advanced address correction.

Advanced Options

Personator Action Options

Used to set which piece of information to use as the primary point of reference when appending data.

• Auto

(Default) First uses Address, if available, followed by Phone if no Address is available, and lastly Email if neither Address nor Email are available.

• Address

Uses Address as the primary point of reference.

• Phone

Uses Phone as the primary point of reference.

• Email

Uses Email as the primary point of reference.

Name Options

Name Hint

• Varying

(Default) If necessary, statistical logic will be employed to determine name order, with no bias toward either name order.

• Definitely Full

Name will always be treated as normal name order, regardless of formatting or punctuation.

• Very Likely Full

Name will be treated as normal name order unless inverse order is clearly indicated by formatting or punctuation.

• Probably Full

If necessary, statistical logic will be employed to determine name order, with a bias toward normal name order.

• Probably Inverse

If necessary, statistical logic will be employed to determine name order, with a bias toward inverse name order.

• Very Likely Inverse

Name will be treated as inverse name order unless normal order is clearly indicated by formatting or punctuation.

• Definitely Inverse

Name will always be treated as inverse name order, regardless of formatting or punctuation.

• Mixed First Name

Name field is expected to only contain prefixes, first, and middle names.

• Mixed Last Name

Name field is expected to only contain last names and suffixes.

Middle Name Logic

Determines the handling of middle names.

• Parse Logic

(Default) Middle names that are typically last names are considered to be part of a hyphenated last name.

• Hypenated Last

The middle word is assumed to be part of the last name. For Example: "Matthew Edward Jones" is treated as "Matthew Edward-Jones."

• Middle Name

The middle word is assumed to be a middle name. For example: "Matthew Svensson Jones." "Svensson" would be considered a middle name instead of part of the last name.

Salutation Format

Sets the salutation format for the response.

• Formal

(Default) Mr. Smith

• Informal

John

• First Last

John Smith

Gender Population

Default is Mixed. Sets the gender balance of the source data, either predominantly Male, Female, or Mixed (evenly split).

Gender Aggression

Default is Neutral. Sets how aggressive genderization is for neutral first names, either Neutral, Conservative, or Aggressive.

Correct First Name

Checked by default. If checked, allows common spelling corrections for the First Name field.

Standardize Company Name

Checked by default. If checked, the Company Name field will be returned with standard abbreviation, capitalization, and punctuation rules applied.

Address Options

Diacritics

Default is auto. If on, French language characters will be returned.

Preferred City

Default is off. For every city in the United States, there is an official name that is preferred by the U.S. Postal Service. There may be one or more unofficial or “vanity” names in use. Normally, Personator Component allows you to verify addresses using known vanity names. If Preferred City is on, the preferred city name will be substituted for all vanity names when it verifies an address.

Phone Options

Phone Format

Choose one of six different available phone formats:

• (800) 800-6245: (Default) Parenthesis with dash.
• (800) 800 6245: Parenthesis with space.
• 800 800 6245: Spaces.
• 800-800-6245: Dashes.
• 800.800.6245: Periods.
• 8008006245: No space.

Email Options

Correct Syntax

Checked by default. If checked, the syntax of the Email field will be corrected.

Update Domain

Checked by default. If checked, determines whether the domain name is out of date and updates it.

Database Look up

Checked by default. If checked, verification of domain names will be attempted using a database of valid domains.

Standardize Casing

Checked by default. If checked, all letters in the Email field will be changed to lower case before any checking occurs.