Populations and Controls

Populations and Controls

Match Purposes

Match Purposes

MDM Registry Edition
uses the SSA-NAME3’s matching services to filter, rank, and match the candidate records returned from a search.
The identity data from the search is compared to the identity data from the candidate record, and a score or a ruling is returned. Pre-built matching algorithms are provided to address today’s common business purposes. These are called "Match Purposes."
In combination with the Match Purpose, a selectable Match Level determines the tightness or looseness of the match. The application might also override the Score threshold, which determines the match ruling returned.
SSA-NAME3 Matching compensates for the error and variation in identity data. The matching logic consists of heuristic algorithms that are optimized for each class of data such as name, organization, address, dates, and codes. The algorithms include numerous rules and switches to handle initials, aliases, common variations, prefixes, suffixes, transpositions, and word order.
Additionally, all Match Purposes use string cleaning routines, Edit-Lists, different matching Methods for different data types, optimized Matching options, field and token level weighting, and phonetic or orthographic stabilization.
Each Match Purpose supports a combination of required and optional fields, and each field is weighted according to its influence in the match decision. Some fields in some Purposes might be "grouped." Two types of grouping exist:
  • A "Required" group requires at least one of the field members to have a value;
  • A "Best of" group contributes the best score from the fields in the group to the overall match score.
For example, in the "Individual" Match Purpose:
  • Person_Name
    is a required field.
  • One of either ID number or date of birth is required.
  • Other attributes are optional.
The overall score returned by each Purpose is calculated by adding the participating field scores multiplied by their respective weight and divided by the total of all field weights. If a field is optional and is not provided, it is not included in the weight calculation.
The weights and matching options used in the Standard Populations are internally set by Informatica’s Population experts based on years of tuning experience. They are not available to be overridden by the application. However, if a user has a different need not supported by the Standard Population, Informatica Corporation might offer to build a Custom Population for that client.

Field Types

The description of the fields supported by the various Match Purposes are listed as follows:
Address_Part1
Includes the part of address up to, but not including, the locality "last line." The word order, which represents the position of the address components, must be the normal word order used in your data population.
These must be passed in one field. Based on table design, your application might need to concatenate these attributes into one field before calling SSA-NAME3. For example, in the U.S., a typical string to pass consists of the following attributes:
Care-of + Building Name + Street Number + Street Name + Street Type + Apartment Details
The default key length of the
Address_Part1
field is 8 bytes. You can change the key length to 5 bytes by using the
KEY_SIZE
control. Matching on
Address_Part1
uses methods and options designed specifically for addresses. The Population Override Manager or the Edit Rule Wizard can override the Edit-List rules of the algorithm that uses the
Address_Part1
field.
It is also possible to supply the entire address in the
Address_Part1
field for matching. The application might pass multiple addresses (such as a residential address and a postal address) in the one call to SSA-NAME3.
Address_Part2
Includes the "locality" line in an address. For example, in the U.S., a typical string to pass consists of the following attributes:
City + State + Zip (+ Country)
Matching on
Address_Part2
uses methods and options designed specifically for addresses. It uses the same Edit-List as
Address_Part1
. The Population Override Manager or the Edit Rule Wizard can override the Edit-List rules of the algorithm that uses the
Address_Part2
field.
The default key length of the
Address_Part2
field is 8 bytes. You can change the key length to 5 bytes by using the
KEY_SIZE
control.
Attribute1, Attribute2
Use the
Attribute 1
and
Attribute 2
fields for general purpose. The fields use a general purpose string matching algorithm that compensates for transpositions and missing characters or digits.
The Population Override Manager or the Edit Rule Wizard can override the Edit-List rules of the algorithm that uses the
Attribute 1
and
Attribute 2
fields. Define any rules for the
Attribute 1
and
Attribute 2
fields as character rules, which replace or remove strings or numbers that include special characters or delimiters.
The default key length of the
Attribute 1
and
Attribute 2
fields is 8 bytes. You can change the key length to 5 bytes by using the
KEY_SIZE
control.
Code
The
Code
field indexes and searches for any value that is in the alphanumeric or numeric format, such as credit card number, telephone number, Vehicle Identification Number, date, product code, and International Standard Book Number. The
Code
field uses an algorithm that overcomes any errors or variations that are common across the code entities, such as missing digits, different digit orders, and special characters.
The Population Override Manager or the Edit Rule Wizard can override the Edit-List rules of the algorithm that uses the
Code
field. Define any rules for the
Code
field as character rules, which replace or remove strings or numbers that include special characters or delimiters.
The key length of the
Code
field is 12 bytes.
Company_Name
Matches the names of organizations, which can be business names, institution names, department names, agency names, product names, or trading names. The
Company_Name
field matches a single name or a compound name such as a legal name and its trading style. The
Company_Name
does not include the person name rules.
The Population Override Manager or the Edit Rule Wizard can override the Edit-List rules of the algorithm that uses the
Company_Name
field.
The default key length of the
Company_Name
field is 8 bytes. You can change the key length to 5 bytes by using the
KEY_SIZE
control.
CreditCard
The
CreditCard
field indexes and searches the credit card numbers, which are generally a 16-digit number. A credit card is electronically associated with a bank, a customer, and the customers' accounts. The
CreditCard
field uses an algorithm that overcomes any errors or variations, such as different industry identifiers, issuer identifiers, account numbers, special characters, embedded spaces, different digit orders, and missing or extra digits.
The Population Override Manager or the Edit Rule Wizard can override the Edit-List rules of the algorithm that uses the
CreditCard
field. Define any rules for the
CreditCard
field as character rules, which replace or remove strings or numbers that include special characters or delimiters.
The key length of the
CreditCard
field is 12 bytes.
Date
The
Date
field indexes and searches for any types of date, such as expiry date, date of contract, date of change, and creation date. Use the
Day+Month+Year
format for a date. The algorithm uses the methods and options designed specifically for dates to overcome any errors or variations that are common in the date format.
The Population Override Manager or the Edit Rule Wizard can override the Edit-List rules of the algorithm that uses the
Date
field. Define any rules for the
Date
field as character rules, which replace or remove strings or numbers that include special characters or delimiters.
The default key length of the
Date
field is 8 bytes. You can change the key length to 5 bytes by using the
KEY_SIZE
control.
Geocode
Use the Geocode field to index and search the records based on latitude and longitude geographic coordinates with an optional elevation. Specify the elevation value with its unit after the geographic coordinates. The supported units for elevation are ft (feet), km (kilometer), and m (meter). Negative elevation represents depths below the sea level.
The default key length of the
Geocode
field is 8 bytes. You can change the key length to 5 bytes by using the
KEY_SIZE
control.
ID
Use the
ID
field to match any type of ID number such as account number, customer number, credit card number, drivers license number, passport, policy number, SSN or other identity code, product identifier, or VIN. The
ID
field uses a string-matching algorithm that compensates for transpositions and missing characters or digits.
The Population Override Manager or the Edit Rule Wizard can override the Edit-List rules of the algorithm that uses the
ID
field. Define any rules for the
ID
field as character rules, which replace or remove strings or numbers that include special characters or delimiters.
The key length of the
ID
field is 12 bytes.
ISBN10 and ISBN13
The
ISBN10
and
ISBN13
fields index and search the International Standard Book Number (ISBN). The International Standard Book Number is a unique code that identifies the commercial books. Use the
ISBN10
field to search for a 10-digit number, and use the
ISBN13
field to search for a 13-digit number.
The Population Override Manager or the Edit Rule Wizard can override the Edit-List rules of the algorithm that uses the
ISBN10
and
ISBN13
fields. Define any rules for the
ISBN10
and
ISBN13
fields as character rules, which replace or remove strings or numbers that include special characters or delimiters.
The key length of the
ISBN10
and
ISBN13
fields is 12 bytes.
Model_Number
Use the
Model_Number
field to match the model number of products. The
Model_Number
field is a matching field and can contain alphanumeric characters. This field compares two strings to match the product model numbers.
Organization_Name
Matches the names of organizations, which can be business names, institution names, department names, agency names, or trading names.
The
Organization_Name
field matches a single name or a compound name such as a legal name and its trading style. The
Organization_Name
field includes the person name rules. The Population Override Manager or the Edit Rule Wizard can override the Edit-List rules of the algorithm that uses the
Organization_Name
field.
The default key length of the
Organization_Name
field is 8 bytes. You can change the key length to 5 bytes by using the
KEY_SIZE
control.
Person_Name
Used to match the names of people. An application must pass the full person name. The word order represents the position of the first name, middle names, and family names. It must be the normal word order used in your data population. For example, in English speaking countries, the normal word order is as follows:
First Name + Middle Name(s) + Family Name(s)
Based on table design, your application might have to concatenate these separate fields into one field before calling SSA-NAME3.
The default key length of the
Person_Name
field is 8 bytes. You can change the key length to 5 bytes by using the
KEY_SIZE
control.
This field supports matching on a single name, or an account name such as
JOHN and MARY SMITH
. The application might pass multiple names such as a married name and a former name in the one call to SSA-NAME3.
The Population Override Manager or the Edit Rule Wizard can override the Edit-List rules of the algorithm that uses the
Person_Name
field.
Postal_Area
Use the
Postal_Area
field to place more emphasis on the postal code than if it were included in the
Address_Part2
field. Use this field for all types of postal codes, including ZIP codes. This field uses a string matching algorithm that compensates for transpositions and missing characters or digits.
The Population Override Manager or the Edit Rule Wizard can override the Edit-List rules of the algorithm that uses the
Postal_Area
field. Define any rules for the
Postal_Area
field as character rules, which replace or remove strings or numbers that include special characters or delimiters.
The default key length of the
Postal_Area
field is 8 bytes. You can change the key length to 5 bytes by using the
KEY_SIZE
control.
Product_Description
Use the
Product_Description
field to match the description of products. The matching rules for product names are not as strict as for a person name or an organization name. The
Product_Description
field uses word pairs or a bigram to search, match, and handle additional variations between product names and description.
The default key length of the
Product_Description
field is 8 bytes.
Product_Name
Use the
Product_Name
field to match the names of products. The matching rules for product names are not as strict as for a person name or an organization name. The
Product_Name
field uses word pairs or a bigram to search, match, and handle additional variations between product names and description.
The default key length of the
Product_Name
field is 8 bytes.
Telephone_Number
The
Telephone_Number
field indexes and searches different variations of the telephone numbers. The
Telephone_Number
field uses a string-matching algorithm that overcomes any errors or variations, such as incorrect area code or country code, special characters, embedded spaces, different digit orders, use of symbols such as plus (+), transpose errors, concatenated digits, deletion or omission of digits, insertion errors, substitution errors, and transpositions.
The Population Override Manager or the Edit Rule Wizard can override the Edit-List rules of the algorithm that uses the
Telephone_Number
field. Define any rules for the
Telephone_Number
field as character rules, which replace or remove strings or numbers that include special characters or delimiters.
The key length of the
Telephone_Number
field is 12 bytes.
VIN
The
VIN
field indexes and searches the Vehicle Identification Number (VIN). It is a unique code that identifies individual motor vehicles, towed vehicles, motorcycles, scooters, or mopeds. The
VIN
field uses an algorithm that overcomes any errors or variations, such as vehicle manufacturer codes, special characters, embedded spaces, different letter or digit orders, transpose errors, concatenated digits, transpositions, and sequence variations.
The Population Override Manager or the Edit Rule Wizard can override the Edit-List rules of the algorithm that uses the
VIN
field. Define any rules for the
VIN
field as character rules, which replace or remove strings or numbers that include special characters or delimiters.
The key length of the
VIN
field is 12 bytes.

Purpose Types

The descriptions of the Purposes supported by the Standard Populations are listed as follows:
Address
This Purpose identifies an address match. The address might be postal, residential, delivery, descriptive, formal, or informal.
This Match purpose is used after a search by
Address_Part1
.
Field
Required
Address_Part1
Yes
Address_Part2
No
Postal_Area
No
Telephone_Number
No
ID
No
Date
No
Attribute1
No
Attribute2
No
Geocode
No
Code
No
If you use the name of a city, state, or both as
Address_Part2
, the field helps differentiate between a common street address [100 Main Street] in different locations.
To achieve a best score between
Address_Part2
and
Postal_Area
, pass
Postal_Area
as a repeat value in the
Address_Part2
field.
For example:
*Address_Part2*100 Main St*Address_Part2*06870***
In this example, the
Address_Part2
score uses the highest of the two scored fields.
AuthorISBN
The
AuthorISBN
purpose identifies and matches an author for the specified book with an International Standard Book Number. You can use this purpose after a search by book number, author, or both.
Field
Required
Person_Name
Yes
ISBN10/ISBN13
No
You can use the ISBN 10-digit number or 13-digit number based on your requirement to achieve a best score.
CC_Issuer
The
CC_Issuer
purpose identifies and matches the organization that issues credit card to the customers. You can use this purpose when you search for a credit card or the credit card-issuing organization.
Field
Required
CreditCard
Yes
Organization_Name
Yes, unless you specify Company_Name
Company_Name
Yes, unless you specify Organization_Name
CC_Owner
The
CC_Owner
purpose identifies and matches the credit card owner and the address. You can use this purpose after a search by person name, credit card number, or telephone number. You can provide the locality, state, or post or ZIP code in the
Address_Part2
field to achieve a best score. You can increase the weight of the post or ZIP code by using the
Postal_Area
field.
Field
Required
Person_Name
Yes
CreditCard
Yes
Telephone_Number
Yes
Address_Part1
Yes
Postal_Area
Yes
Address_Part2
No
Date
No
Geocode
No
To achieve a best score between the
Address_Part1
and
Postal_Area
fields, specify
Postal_Area
as a repeat value in the
Address_Part2
field.
Contact
This purpose identifies a contact within an organization at a specific location. This Match purpose is used after a search by
Person_Name
. However, either
Organization_Name
or
Address_Part1
could be used as the search criteria.
For ultimate quality, a tiered search using two or all three of these fields could be used in the search. An example of a tiered search is a
Person_Name
search followed by a
Address_Part1
search).
Field
Required
Person_Name
Yes
Organization_Name
Yes, unless you specify Company_Name
Company_Name
Yes, unless you specify Organization_Name
Address_Part1
Yes
Address_Part2
No
Postal_Area
No
Telephone_Number
No
ID
No
Date
No
Attribute1
No
Attribute2
No
Geocode
No
Code
No
To achieve a best score between
Address_Part2
and
Postal_Area
, pass
Postal_Area
as a repeat value in the
Address_Part2
field.
For example:
*Address_Part2*100 Main St*Address_Part2*06870***
In this example, the
Address_Part2
score uses the highest of the two scored fields.
Corp_Entity
The
Corp_Entity
purpose identifies an organization based on its legal corporate name, including the legal endings such as
INC
and
LTD
. Use the
Corp_Entity
purpose in applications that honor differences between names such as
ABC TRADING INC
and
ABC TRADING LTD
.
Use this purpose after you perform a search based on
Organization_Name
.
Field
Required
Organization_Name
Yes, unless you specify Company_Name
Company_Name
Yes, unless you specify Organization_Name
Address_Part1
No
Address_Part2
No
Postal_Area
No
Telephone_Number
No
ID
No
Date
No
Attribute1
No
Attribute2
No
Geocode
No
Code
No
It is in essence the same purpose as Organization, except that tighter matching is performed and legal endings are not treated as noise.
To achieve a best score between
Address_Part2
and
Postal_Area
, pass
Postal_Area
as a repeat value in the
Address_Part2
field.
For example:
*Address_Part2*100 Main St*Address_Part2*06870***
In this example, the
Address_Part2
score uses the highest of the two scored fields.
Division
The
Division Purpose
identifies an Organization at an Address. It is used after a search by
Organization_Name
or by
Address_Part1
, or both.
Field
Required
Organization_Name
Yes, unless you specify Company_Name
Company_Name
Yes, unless you specify Organization_Name
Address_Part1
Yes
Address_Part2
No
Postal_Area
No
Telephone_Number
No
ID
No
Attribute1
No
Attribute2
No
Geocode
No
Code
No
It is in essence the same purpose as Organization, except that
Address_Part1
is a required field. Thus, this purpose matches organization X at address Y or Z if multiple addresses are supplied.
To achieve a best score between
Address_Part2
and
Postal_Area
, pass
Postal_Area
as a repeat value in the
Address_Part2
field.
For example:
*Address_Part2*100 Main St*Address_Part2*06870***
In this example, the
Address_Part2
score uses the highest of the two scored fields.
Family
The
Family
purpose identifies matches where individuals with the same or similar family names share the same address
or
the same telephone number.
This purpose is used after a tiered search (multisearch) by
Address_Part1
and
Telephone_Number
.
It is not practical to search by
Person_Name
. It is because ultimately one word from the
Person_Name
needs to match, and a one-word search does not perform well in most situations.
Field
Required
Person_Name
Yes
Address_Part1
Yes
Telephone_Number
Yes
Address_Part2
No
Postal_Area
No
Attribute1
No
Attribute2
No
Geocode
No
Code
No
Score is based on the best of the above group.
Emphasis is placed on the Last Name, or "Major Word" of the
Person_Name
field. This is one of the few cases where word order is important in the way the records are passed to SSA-NAME3 for matching.
However, a reasonable score is generated provided that a match occurs between the major word in one name and any other word in the other name.
To achieve a best score between
Address_Part2
and Postal_Area, pass
Postal_Area
as a repeat value in the
Address_Part2
field.
For example:
*Address_Part2*100 Main St*Address_Part2*06870***
In this example, the
Address_Part2
score uses the highest of the two scored fields.
Fields
The Purpose is provided for general nonspecific use. It is designed in such a way that there are no required fields. All field types are available as optional input fields.
Field
Required
Person_Name
No
Organization_Name
No
Company_Name
No
Address_Part1
No
Address_Part2
No
Postal_Area
No
Telephone_Number
No
ID
No
Date
No
Attribute1
No
Attribute2
No
Geocode
No
Code
No
Generic_Field
No
One way this Purpose could be used is as a non-exact match filter before applying some other Match Purpose. For exact match filters, use the
Filter
Purpose. For example, before passing a record to the
Division
Purpose, use the
Fields
Purpose to eliminate any organization with
ID
numbers which do not score above 80%. To do this, the application first passes the
ID
numbers to SSA-NAME3 for matching using
PURPOSE=FIELDS
. It then decides based on the score returned whether to pass the full records for matching by the
Division
Purpose.
Filter1-9
The
Filter
Purpose is provided so that the application can perform exact match filtering based on the setting of one or more flags in the records. One call to
ssan3_match
can use up to nine Filters
(Filter1-9)
.
Field
Required
Filter1-9
Yes
For example, say an index supported searching and matching across two types of names: Organization names (identified by a Name-Type-Flag of "C"), and Person names (identified by a Name-Type-Flag of "P"). A search application might need to support searches across both name types and within each name type. To support the "within each name type" search, the application can use the Filter Purpose to filter out exact matches based on the name type flag.
The fields
Filter1-9
can be any code or flag.
For non-exact filtering, use the
Fields
Purpose.
Household
The Household purpose identifies matches where individuals with the same or similar family names share the same address.
This purpose is used after a search by
Address_Part1
. It is not practical to search by
Person_Name
. It is because ultimately one word from the
Person_Name
needs to match, and a one-word search does not perform well in most situations.
Field
Required
Person_Name
Yes
Address_Part1
Yes
Address_Part2
No
Postal_Area
No
Telephone_Number
No
Attribute1
No
Attribute2
No
Geocode
No
Code
No
Emphasis is placed on the Last Name, or "Major Word" of the
Person_Name
field. This is one of the few cases where word order is important in the way the records are passed to SSA-NAME3 for matching.
However, a reasonable score is generated provided that a match occurs between the major word in one name and any other word in the other name.
To achieve a best score between
Address_Part2
and
Postal_Area
, pass
Postal_Area
as a repeat value in the
Address_Part2
field.
For example:
*Address_Part2*100 Main St*Address_Part2*06870***
In this example, the
Address_Part2
score uses the highest of the two scored fields.
Individual
This Purpose identifies a specific individual by name and with either the same ID number or Date of Birth attributes.
It is typically used after a search by
Person_Name
.
Field
Required
Person_Name
Yes
ID
At least one
Date
of these two
Attribute1
No
Attribute2
No
Code
No
Organization
The Organization Purpose matches organizations primarily by name. It is targeted at online searches when a name-only lookup is required and a human is available to make the choice. Matching in batch requires other attributes in addition to name to make match decisions.
Field
Required
Organization_Name
Yes, unless you specify Company_Name
Company_Name
Yes, unless you specify Organization_Name
Address_Part1
No
Address_Part2
No
Postal_Area
No
Telephone_Number
No
ID
No
Date
No
Attribute1
No
Attribute2
No
Geocode
No
Code
No
To achieve a best score between
Address_Part2
and
Postal_Area
, pass
Postal_Area
as a repeat value in the
Address_Part2
field.
For example:
*Address_Part2*100 Main St*Address_Part2*06870***
In this example, the
Address_Part2
score uses the highest of the two scored fields.
Person_Name
This Purpose identifies a person by name. It is targeted at online searches when a name-only lookup is required and a human is available to make the choice. Matching in batch requires other attributes in addition to name to make match decisions.
Field
Required
Person_Name
Yes
Address_Part1
No
Address_Part2
No
Postal_Area
No
Telephone_Number
No
ID
No
Date
No
Attribute1
No
Attribute2
No
Geocode
No
Code
No
To achieve a best score between
Address_Part2
and
Postal_Area
, pass
Postal_Area
as a repeat value in the
Address_Part2
field.
For example:
*Address_Part2*100 Main St*Address_Part2*06870***
In this example, the
Address_Part2
score uses the highest of the two scored fields.
Product
Use the
Product
purpose to identify and match the products by names, description, and other details, such as model numbers. Matching in batches requires other attributes in addition to the product name to make match decisions.
The following table lists the fields that you can specify for the
Product
purpose:
Field
Required
Product_Name
Yes
Product_Description
No
Model_Number
No
Company_Name
No
ID
No
Code
No
Attribute1
No
Attribute2
No
PublisherISBN
The
PublisherISBN
purpose identifies and matches the publishing organization for a specified book with an International Standard Book Number (ISBN). The ISBN can be a 10-digit number or a 13-digit number. You can use this purpose after a search by book number, publisher, or both.
Field
Required
Organization_Name
Yes, unless you specify Company_Name
Company_Name
Yes, unless you specify Organization_Name
ISBN10/ISBN13
No
Address_Part1
No
Address_Part2
No
Postal_Area
No
Geocode
No
You can provide the locality, state, or post or ZIP code in the
Address_Part2
field to achieve a best score. You can increase the weight of the post or ZIP code by using the
Postal_Area
field.
Resident
The Resident Purpose identifies a person at an address.
This purpose is used after a search by either
Person_Name
or
Address_Part1
, or both in a multi-search.
Field
Required
Person_Name
Yes
Address_Part1
Yes
Address_Part2
No
Postal_Area
No
Telephone_Number
No
ID
No
Date
No
Attribute1
No
Attribute2
No
Geocode
No
Code
No
To achieve a best score between
Address_Part2
and
Postal_Area
, pass
Postal_Area
as a repeat value in the
Address_Part2
field.
For example:
*Address_Part2*100 Main St*Address_Part2*06870***
In this example, the
Address_Part2
score uses the highest of the two scored fields.
VIN_Manufacturer
The
VIN_Manufacturer
purpose identifies and matches the manufacturer of a vehicle for a specified vehicle number. You can use this purpose after a search by vehicle number, vehicle manufacturer, or both. You can provide the locality, state, or post or ZIP code in the
Address_Part2
field to achieve a best score. You can increase the weight of the post or ZIP code by using the
Postal_Area
field.
Field
Required
VIN
Yes
Organization_Name
Yes, unless you specify Company_Name
Company_Name
Yes, unless you specify Organization_Name
Address_Part1
No
Address_Part2
No
Postal_Area
No
Geocode
No
You can provide the locality, state, or post or ZIP code in the
Address_Part2
field to achieve a best score. You can increase the weight of the post or ZIP code by using the
Postal_Area
field.
VIN_Owner
The
VIN_Owner
purpose identifies and matches the owner of a vehicle. You can use this purpose after a search by the person name who is the owner of the vehicle, vehicle number, or both. You can provide the locality, state, or post or ZIP code in the
Address_Part2
field to achieve a best score. You can increase the weight of the post or ZIP code by using the
Postal_Area
field.
Field
Required
VIN
Yes
Organization_Name
Yes, unless you specify Company_Name
Company_Name
Yes, unless you specify Organization_Name
Person_Name
Yes
Address_Part1
No
Address_Part2
No
Postal_Area
No
Attribute1
No
Attribute2
No
Date
No
Geocode
No
Code
No
You can provide the color and the body type of the vehicle as the
Attribute1
and
Attribute2
fields for a best score. You can increase the weight of the post or ZIP code by using the
Postal_Area
field.
Wide_Contact
This Purpose loosely identifies a contact within an organization, without regard to the location.
It is used after a search by
Person_Name
. However, a second search by
Organization_Name
can be used to get better quality.
Field
Required
Person_Name
Yes
Organization_Name
Yes, unless you specify Company_Name
Company_Name
Yes, unless you specify Organization_Name
ID
No
Attribute1
No
Attribute2
No
Code
No
Wide_Household
The
Wide_Household
purpose identifies matches where the same address is shared by individuals with the same family name or with the same telephone number.
This purpose is used after a search by
Address_Part1
.
It is not practical to search by
Person_Name
. It is because ultimately one word from the
Person_Name
needs to match, and a one-word search will not perform well in most situations.
Field
Required
Address_Part1
Yes
Telephone_Number
Yes
Address_Part2
No
Postal_Area
No
Attribute1
No
Attribute2
No
Geocode
No
Code
No
Score will be based on best of this group.
Emphasis is placed on the Last Name, or "Major Word" of the
Person_Name
field. This is one of the few cases where word order is important in the way the records are passed to SSA-NAME3 for matching.
However, a reasonable score is generated provided that a match occurs between the major word in one name and any other word in the other name.
To achieve a best score between
Address_Part2
and
Postal_Area
, pass
Postal_Area
as a repeat value in the
Address_Part2
field.
For example:
*Address_Part2*100 Main St*Address_Part2*06870***
In this example, the
Address_Part2
score uses the highest of the two scored fields.

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