Service Group Definition and Customization Guide

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N3SCS – Date Matching

This method allows for more date variations than

N3SCD

N3SCJ

It accepts two dates and tries an exact compare. If that does not succeed, and a date format is not specified, it will try to match the pair using a variety of predefined patterns.

It is controlled using the following options.

LOPT=(CLEANEDT): The option turns on cleaning and editing rules for Date Matching (but not the major marker rules). To use this option, the
Method Definition
must specify the algorithm that uses the Edit-list containing any special rules. The type of Edit-list rules must be character rule definitions.

For example, consider matching on a Date of Birth field and the value "010101" is a null value that shouldn’t be considered. Then the following Edit-list rule can be defined:
*S >010101< *W ><
In the matching definition, the method definition would look like:
DEFINE METHOD=DATE,EP=N3SCS,ALGNAME=<AlgName>
With the scheme using:
LOPT=(CLEANEDT)

LOPT=(DDMMYY / MMDDYY / YYMMDD): The order of the date parts being passed. Select only one. This option is only required if a high degree of control over range matching is needed. Note that even though these options do not explicitly refer to the century part, inclusion of the century is fully supported. It is highly recommended that the century be included in the dates being matched.

Pattern Matching Options

The N3SCS date matching routine differs from the N3SCD routine because it includes logic to cope with dates that are not in a set format (i.e. MM/DD/YY etc). The N3SCD date routine requires a format to be specified. While the N3SCJ routine also does not require a date format to be specified, the N3SCS routine provides more options than N3SCJ.

An LOPT date format may be specified with N3SCS, and if so, gives greater control over range matching.

However, if an LOPT format is not specified, and if two dates do not match well in their original form, the N3SCS routine will use a series of pre-defined patterns to try to match the two dates.

If a match is achieved using one of these predefined patterns, the score can be penalized using the following option:

OPTION SCORES

VALUE OPENALTY,[number]

Specifies the penalty to apply if a derived pattern is used to generate a score.

Range Matching Options

Range matching can be performed on any or all of the date parts. The date parts are "day", "month" and "year", where year can include century. For example, range matching could allow two dates to match if they are one day apart, or up to five years apart.

The options below provide control over range tolerances, scores and penalties.

To use the first set of range matching options below the format of the date MUST be specified (see

LOPT= DDMMYY/MMDDYY/YYMMDD

above). See the end of this subsection for options that do not require the date format to be specified.

In order to disable range matching, the following options must be set to 0:

RANGE, RANGEDD, RANGEMM, RANGEYY, RANGESCR, RANGESCX

OPTION SCORESVALUE RANGEOPT,{0/1/2/3}: Controls which date part(s) can participate in the range matching. Allow range matching on all date parts Allow range matching on Year only Allow range matching on Month only Allow range matching on Day only:

OPTION SCORES
VALUE RANGEDD,[number]
VALUE RANGEMM,[number]
VALUE RANGEYY,[number]; Specifies the size of the range to be used for the part(s) required. For example,
OPTION SCORES VALUE RANGEYY,5

will allow for a range of 5 years in the two dates. If a value of 0 is specified, the value used comes from the
RANGE
option (see below sub-section).

OPTION SCORES
VALUE RANGESCR,[number]
Specifies the score out of 100 that a part match should achieve if matched inside the specified range.

OPTION SCORES
VALUE RANGESCR,[number]
Specifies the score out of 100 that a part match should achieve if matched inside the specified range.

OPTION SCORES
VALUE RANGEPEN,[number]

If
RANGEOPT
is set to 0 (allow range matching on all parts), this option specifies a penalty to be applied to any successful range matches after the first. For example, if the following is defined:
OPTION SCORES VALUE RANGEOPT VALUE RANGEDD,1 VALUE RANGEYY,5
and the following two dates are matched:
10/05/1963 11/05/1960

both DD and YY parts will score according to the value specified with
RANGESCR
, however the YY match will be penalized by the
RANGEPEN
value because it is a secondary range match. The following range matching options do not require a date format to be specified.

OPTION SCORES
VALUE RANGESTR,{0/1}

Setting
RANGESTR
to 0 allows range matching to be applied to all parts, in or out of position, and regardless of the date format.

OPTION SCORES
VALUE RANGE, [number]
Specifies the range value to use on all parts when
RANGESTR
is set to 0.

Age Range Matching Options

It is possible to check that an age calculated from a date falls within a specified range. The following options are used to enable and control Age Range Matching:

OPTION SCORES

VALUE AGERANGE,[0|1]

VALUE AGERNPEN,[number]

VALUE AGERNDEF,[number]

The date must be placed in the file record and the allowed range must be placed in the search record. The range may be specified in the form

n-m

, where

and

specify the inclusive lower and upper limits of the range into which the age should fall. E.g 0-21 and 65-100 are both valid ranges. Alternatively, the range may be specified as a single numeric

, in which case the calculated age must match n exactly.

In the case of a repeating field, only the range in the first field is used. If an invalid range is detected (e.g not numeric) a response code of 40 is returned.

The format of the date in the file record should match the date format specified for the method. However, if the first part of the specified date is 4 digits then the date format is assumed to be YYMMDD.

The

AGERNPEN

value represents the amount by which the score should be reduced if the calculated age does not fall within the specified range. The default value for

AGERNPEN

is 50. Here are some examples which illustrate how

AGERANGE

works:

SearchRecord	FileRecord	CalculatedAge	AGERNPEN	Score
45-50	19051960	46	20	100
50-60	19051960	46	20	80
50-60	19051960	46	default	50

In the above examples, the date format is assumed to be

DDMMYYYY

AGERNDEF: This is the score to return if no usable date is detected. The default is 0.

Other Options

The following options control other aspects of the date comparison.

OPTION SCORES	VALUE EXACTSCR,[number]	If two dates do not match exactly, this option specifies the score to apply to each exactly matching part.
OPTION SCORES	VALUE EXACTSCY,[number]	Specifies the score out of 100 to give a match of a 4-digit year (CCYY) against a 2-digit year (YY). For example: 10/05/1903	11/05/03
OPTION SCORES	VALUE EXACTSCX,[number]	Specifies the score out of 100 to give a match of a 4-digit year (CCYY) against a 1-digit year (Y). For example: 10/5/1903	1053
OPTION SCORES	VALUE NOEXCPEN,[number]	Specifies the penalty if the dates have different numbers of date parts. For example: 01 Nov 2003 0111 In this case, the matches would be 01 vs 01 and Nov vs 11 giving 100%. In order to reduce this score, because the first date has three parts and the second only two, NOEXCPEN,2 would reduce the match to 98%.
OPTION SCORES	VALUE PENALTY,[number]	Specifies the penalty to apply to the score for out-of-order matching parts. For example: 10051903	19030510
OPTION SCORES	VALUE TRANSSCR,[number]	Specifies the score to apply to transposed digit matches. For example: 21/05/1963	12/05/1963
OPTION SCORES	VALUE TRANSYY,[number]	Specifies the score to apply to transposed digit matches in the YY part of a year (CCYY). The default (if TRANSYY is not defined) is 75. If set to 0, the TRANSSCR value will be used. For example: 12/05/1936	12/05/1963 Both TRANSSCR and TRANSYY must be set to 0 to turn transposed digit matching off.
OPTION SCORES	VALUE RANGMTCH,[number]	Specifies a range value in days. If the specified value is non-zero, the date is converted into days based on the Julian or Gregorian calendar and the difference value is compared with the specified value. The RANGMTCH option returns match scores based on the following rules: If the difference is less than or equal to the specified value, the match score is same as the RMTCHSCR value. If the difference is less than or equal to two times of the specified value, the match score is 50% of the RMTCHSCR value. If the difference is less than or equal to three times of the specified value, the match score is 25% of the RMTCHSCR value. In other cases, the option calculates the match score based on the following equation: Match Score = RMTCHSCR value - Percentage value of difference against range value The default value 0 indicates that it does apply to the range matching.
OPTION SCORES	VALUE RMTCHSCR,[number]	Specifies the date range match score value for the RANGMTCH option. If the RANGMTCH value is non-zero, the RANGMTCH option uses the RMTCHSCR value. Default is 95.
OPTION SCORES	VALUE TRSDMPEN,[number]	Specifies the penalty to apply to the score if the days (DD) and months (MM) in a date are transposed. The TRSDMPEN option is different from the PENALTY option. If the TRSDMPEN value is 0, the value of the PENALTY option is used. Default is 0.
OPTION SCORES	VALUE TRSYYPEN,[number]	Specifies the penalty to apply to the score for the transposed years (YYYY) in a date. The TRSYYPEN option is different from the PENALTY option. If the TRSYYPEN value is 0, the value of the PENALTY option is used. Default is 0.
OPTION SCORES	VALUE EXACTMWT,[number]	Specifies the additional weightage for the exact date matching. When two dates exactly match, the EXACTMWT value is used to increase the weightage. Default is 0.
OPTION SCORES	VALUE TSERRPEN,[number]	Deducts the specified penalty value from the match scores for transcription errors. For example, if you set the penalty value to 5 and the match score is 85, then final match score becomes 80. Default is 0.
OPTION SCORES	VALUE TSRESCOR,[number]	Interchanges the digits that are in the list of transcription errors to see if they match and then assigns a final score by deducting the penalty value from the highest score value. For example, you set the value to 1 or a greater number, and the transcription checks are for 0, 6 and 3, 5, 8. For the date 78/12/10, the date match method performs a transcription check against 78/12/16, 75/12/10, and 73/12/10, and assigns a final score by deducting the penalty value. Default is 0.

OPTION SCORES	VALUE RANGESCR,[number]	Specifies the score out of 100 that a part match should achieve if matched inside the specified range.
OPTION SCORES	VALUE RANGESCR,[number]	Specifies the score out of 100 that a part match should achieve if matched inside the specified range.
OPTION SCORES	VALUE RANGEPEN,[number]	If RANGEOPT is set to 0 (allow range matching on all parts), this option specifies a penalty to be applied to any successful range matches after the first. For example, if the following is defined: OPTION SCORES VALUE RANGEOPT VALUE RANGEDD,1 VALUE RANGEYY,5 and the following two dates are matched: 10/05/1963 11/05/1960 both DD and YY parts will score according to the value specified with RANGESCR , however the YY match will be penalized by the RANGEPEN value because it is a secondary range match. The following range matching options do not require a date format to be specified.
OPTION SCORES	VALUE RANGESTR,{0/1}	Setting RANGESTR to 0 allows range matching to be applied to all parts, in or out of position, and regardless of the date format.
OPTION SCORES	VALUE RANGE, [number]	Specifies the range value to use on all parts when RANGESTR is set to 0.

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Table of Contents

Service Group Definition and Customization Guide

Service Group Definition and Customization Guide

N3SCS – Date Matching

N3SCS – Date Matching

Pattern Matching Options

Range Matching Options

Age Range Matching Options

Other Options