Table of Contents

Search

  1. Preface
  2. Introduction to Accelerators
  3. Core Accelerator
  4. Data Domains Accelerator
  5. Australia/New Zealand Accelerator
  6. BCBS 239/CCAR Accelerator
  7. Brazil Accelerator
  8. Financial Services Accelerator
  9. France Accelerator
  10. Germany Accelerator
  11. India Accelerator
  12. Italy Accelerator
  13. Portugal Accelerator
  14. Spain Accelerator
  15. United Kingdom Accelerator
  16. U.S./Canada Accelerator

Accelerator Guide

Accelerator Guide

Financial Services Matching and Deduplication Rules

Financial Services Matching and Deduplication Rules

Use the matching and deduplication rules to generate match scores and identify duplicate records.
Find the matching and deduplication rules in the following repository location:
[Informatica_DQ_Content]\Rules\Matching_Deduplication
The following table describes the matching and deduplication rules in the Financial Services accelerator:
Name
Description
mplt_Company_Name_and_Address_Match
Identifies duplicate rows based on company name and United States address data. The mapplet uses a combination of characters from the company name values and the postal code values to generate group keys.
mplt_Company_Name_Match
Identifies duplicate rows based on company name. The mapplet generates Soundex codes from the company name values and uses the Soundex codes as group keys.
mplt_Familyname_and_Address_Match
Identifies duplicate rows based on surname and United States address data. The mapplet uses a combination of characters from the surname values and the postal code values to generate group keys.
mplt_Individual_Name_and_Address_Match
Identifies duplicate rows based on person names and United States address data. The mapplet generates NYSIIS codes from the surname values and uses the NYSIIS codes as group keys.
mplt_Individual_Name_and_Date_Match
Identifies duplicate rows based on person names and date data. The mapplet generates group keys generated from the date data.
mplt_Individual_Name_and_Email_Match
Identifies duplicate rows based on person names and email addresses. The mapplet matches generates keys generated from the email address data.
mplt_Individual_Name_and_Phone_Match
Identifies duplicate rows based on person names and telephone numbers. The mapplet generates group keys from telephone numbers.
mplt_Individual_Name_Match
Identifies duplicate rows based on person names. The mapplet generates NYSIIS codes from the surname values and uses the NYSIIS codes as group keys.
rule_Company_Name_and_Address_MatchScore
Generates a match score based on company names and United States addresses.
rule_Company_Name_MatchScore
Generates a match score based on company names.
rule_Familyname_and_Address_MatchScore
Generates a match score based on surnames and United States addresses.
rule_Individual_Name_and_Address_MatchScore
Generates a match score based on person names and United States addresses.
rule_Individual_Name_and_Date_MatchScore
Generates a match score based on person names and dates.
rule_Individual_Name_and_Email_MatchScore
Generates a match score based on person names and email addresses.
rule_Individual_Name_and_Phone_MatchScore
Generates a match score based on person names and telephone numbers.
rule_Individual_Name_MatchScore
Generates a match score based on person names.