Configure a Matching Step Using QuickStart
Before you begin
About this task
- Navigate to the flow definition of the flow you want.
- In QuickStart's navigation bar, click Flows.
- In the Manage Flows table, search for the row containing the flow.
Tip: To make your search easier, you can sort the table by one of the columns.
- Click the flow's name.
- In the flow sequence, click the summary box of the matching step to configure.
The step detail panel is displayed below the flow sequence panel.
- Configure the Match Options.
- To add a new option, click the . button
- To edit an option, click the vertical ellipsis (⋮) and choose Edit Settings.
- To delete an option, click the vertical ellipsis (⋮) and choose Delete.
Match Options fields
Field Description Type The matching type.
- Exact. Determines if the values of the specified property in two or more records are exactly the same.
- Synonym. Determines if the values of the specified property in two or more records are synonyms, according to the specified thesaurus.
- Double Metaphone. Determines if the values of the specified property in two or more records sound similar, based on the Double Metaphone algorithm. For example, "Smith" might sound like "Schmidt".
- Zip. Determines if the zip/postal code in two or more records match.
- Reduce. Reduces the significance of certain matches. For example, even if the addresses and last names of two records match, the similarity might not necessarily indicate that the two records refer to the same person, because they might be two members of the same family.
- Custom. Runs a function in your custom module to compare the values of a specified property in two or more records.
The set of fields (properties) in the dialog varies, depending on the match type.
Click a match type to view its properties:
Property to Match The property whose values to compare. Properties to Match One or more properties whose values to compare. Weight A factor that signifies the relative importance of the rule. Weight A positive integer that denotes how much to reduce the weight of a match. Thesaurus URI
The location of the thesaurus that is stored in a MarkLogic Server database and used to determine synonyms. See also: Managing Thesaurus Documents
A node in the thesaurus to use as a filter. For example,
See the $filter parameter in thsr:expand.
5-vs-9 Match Weight
The weight to use if, given one 9-digit zip code and one 5-digit zip code, the first five digits of the zip codes match. Applicable only to US zip codes.
9-vs-5 Match Weight
The weight to use if, given two 9-digit zip codes, the first five digits match and the last four do not. Applicable only to US zip codes.Note: To add a weight when all nine digits match, use the Exact matching type to compare the zip codes as strings. If some of your data might have non-standard formats (e.g., using whitespace or em dash instead of the typical hyphen), remember to map your zip code fields to a standard format in your entity.
The location of the phonetic dictionary that is stored in a database and used when comparing words phonetically. See also: Custom Dictionaries
The threshold below which the phonetic difference (distance) between two strings is considered insignificant; i.e., the strings are similar to each other. See also: spell functions
The URI to the collation to use. A collation specifies the order for sorting strings. See also: Encodings and Collations
- Configure the Match Thresholds.
- To add a new threshold, click the . button
- To edit a threshold, click the vertical ellipsis (⋮) and choose Edit Settings.
- To delete a threshold, click the vertical ellipsis (⋮) and choose Delete.
Match Thresholds fields
Field Description Name The threshold rule name. Weight Threshold The threshold with which to compare the total weight of the matches. Action What to do if the total weight exceeds the Weight threshold.
- Merge. Automatically merges the candidate records, according to the merging rules.
- Notify. Sends a notification for a human to review the match and decide on the action to take.
- Custom. Performs actions defined in a custom module.