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Matching Processor Parameters and Triggers

Matching allows for the generation / updating of match code values, as well as the option to run matching algorithms, whenever an event is processed on the objects acted on by the algorithm. Note that

The Parameters and Event Triggers sections below contain important information on settings that should be considered when creating an event processor for matching.

Prerequisites

This section of documentation describes configuration steps for a specific processor that is only one part of configuring an event processor. For instructions on configuring an event processor see the Event Processors documentation here.

The configuration requires selection of a matching algorithm, and that match codes are only updated for objects acted on by the algorithm and only when events are passed for those objects. For details about match codes and matching algorithms, see Matching and Linking Components in the Matching and Linking documentation here.

Important: The 'Run Matching Algorithm' functionality is controlled by System Setup > Action Sets > Setup Actions > Maintain Deduplication Configurations.

Parameters

On the Event Processor Wizard 'Configure Processing Plugin' step, configure the processing plugin.

1. For Event Processing to, select an option:

• Run Matching Algorithm Only runs the selected algorithm(s) using the existing match codes.
• Generate / Update Match Code Values Only creates missing match codes, deletes invalid match codes, but does not run the algorithm(s).
• Generate / Update Match Code Values and Run Matching Algorithm does both of the first two options. If configured to generate / update match code values, only objects included in the matching algorithms specified on this step are affected.

2. For Matching Algorithms, to specify which matching algorithm(s) to run, click the Add Matching Algorithm link and use search or browse. When multiple algorithms are selected, they are processed in order, from top to bottom.

When working in a golden record scenario, consider the order of algorithms when there are references between multiple golden records within multiple matching algorithms. Common setup is to match 'reference targets' before 'reference sources' to ensure optimal matching performance, and as complete an initial construction of golden records as possible.

Event Triggers

On the Event Processor's Event Triggering Definitions tab, use the Triggering Object Types, Triggering Attributes, and Miscellaneous Triggers flippers to configure the event processor to listen for changes on anything that the match code or matching algorithm needs to perform.

• If the event processor will update match code values, select the attributes used by the Match Code definition.
• If the event processor will run a matching algorithm, select all object types, attributes, and links that are specified by the Matching Algorithm within the Global Binds or the Match Criteria flippers. These can include attribute values, IDs, names, attribute references, and parent links.

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