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Configuring Matching Event Processor

The final step in Matching, Linking, and Merging Configuration is to configure a matching event processor. For information on the other required setup steps, see the Matching, Linking, and Merging Configuration documentation here.

In order to deduplicate records in STEP, and event processor must be configured to trigger the matching algorithm. When invoked, this event processor creates events for matching, allowing the matching algorithm to match records. Any potential duplicates identified during matching that score between the clerical review threshold and auto threshold are placed into clerical workflow tasks. This allows users to deduplicate records manually.

For more information on the deduplication process, see the Handling Potential Duplicates documentation here.

Steps for creating an event processor include:

1. Create a matching event processor by following the steps outlined in the Creating Event Processors section of the Event Processors documentation here.

This section guides you to select the type of processing required (match code generate and update and/or run matching algorithm), the matching algorithm(s) if necessary, establish the schedule, set the queue status, and set the event triggering definitions.

2. Enable the matching event processor by following the steps outlined in the Enabling Event Processors section of the Running an Event Processors documentation here.
3. The matching event processor is ready to run.

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