ssan3_match

ssan3_match

This section provides information on
ssan3_match
.
  1. Select the
    Match
    tab, a screen as shown below is displayed:
    In a run-time environment, once a set of candidate records has been retrieved by the application program, the user’s application calls the
    ssan3_match
    function to score and further qualify the candidate records.
    As an example of using this function, the following steps demonstrate how to match the Search Data for an "Ann Jackson Smith" living at "555 Harriman Plaza", with the File Data for an "Anne Jackson" living at "55 Harrison Plaza", using the "Resident" Match Purpose, a "Typical" Match Level and the "Tagged" method of passing data.
  2. Under the
    Mandatory Control
    heading, click
    Resident
    in the list of Purposes. This adds the
    Purpose=Resident
    parameter to the
    Controls
    textbox. This will instruct SSA-NAME3 to use the Resident Match Purpose when comparing the search and file records entered below.
  3. Under the
    Optional Controls
    heading, click
    Typical
    . This adds the
    Match_Level=Typical
    parameter to the
    Controls
    textbox. The text in the
    Controls
    will be,
    PURPOSE=Resident MATCH_LEVEL=Typical
    .
  4. Select
    Person_Name
    from the Field Type dropdown box. This will add the text
    *Person_Name*
    to the Search Data text box.
  5. Type the name
    Ann Jackson Smith
    immediately following the last asterisk.
  6. Select
    Address_Part1
    from the Field Type dropdown box. This adds the text
    *Address_Part1*
    directly after the name just typed in the Search Data box.
  7. Type the street address
    555 Harriman Plaza
    immediately following the last asterisk.
  8. Select
    End of Data
    from the Field Type dropdown, or type three asterisks (***) after the address just entered.
  9. Click
    Tab
    over to the File Data box.
  10. Follow steps 3 through 7 above to create a file record with the Name Anne Jackson and the street address 55 Harrison Plaza.
  11. Click the
    Call
    button. The results will appear in the
    Decision
    and
    Score
    boxes under the File Data as illustrated below:
    The score will be a value between 0 and 100. The Match Decision is based on the pre-set score thresholds for this Purpose and Match Level. A Decision of "R" means the records would be Rejected, "U" means "Undecided" and "A" means Accepted.
  12. If you select the
    Hex
    checkbox, the following screen appears with the hexadecimal equivalent of the string:

Match Level Comparison

The
Match Level Comparison
button causes the Match call to be invoked for the same search and file data, for each of the available match levels. This shows a comparison of the Decisions and Scores for the different Match Levels.
  1. Click the
    Match Level Comparison
    button after entering the search and file data above will display the results below:
    You can refine the Accept and Reject score limits by entering + or - values in the Accept Limit and/or the Reject Limit text boxes (in the Optional Controls section of the left handpane). For more information, see the Controls section in the
    API REFERENCE guide
    .
  2. If you select the
    Hex
    checkbox, the following screen appears with the hexadecimal equivalent of the string:
  3. Click the
    Back to Match
    button to return to the normal Match screen.

Combining Purposes

Match Purposes can be combined using the operators AND, OR and NOT. Match Filters can also be used in combination with Match Purposes. For information on how and why to use filters and combine purposes, refer to the Advanced Controls section in the
API REFERENCE GUIDE
.
The point and click functionality of the Workbench environment currently only supports simple combination of purposes (one operator with no match level overrides). To set up more complex multi-purpose controls, the details must be manually entered into the Controls text box.
For example, to set up the Controls for the following simple multi-purpose definition using point and click items in the left-hand-pane:
PURPOSE=(Individual OR Resident)
  • Click
    Individual
    in the left-hand pane, then click the operator
    OR
    , then click
    Resident
    . The following screenshot shows the construction of the Controls:

Match Explain

The internal logic of the match process can be viewed using the
Explain
button. This will open a dialog which presents the logic of the last match call performed in the form of a tree.
The score returned by match is the sum of the scores of the individual fields. As can be seen in the example above, 2 fields participate in the match process,
Address_Part1
and
Person_Name
.
Address_Part1
contributed 31 and
Person_Name
contributed 60, giving a total of 91. Note that, in some cases, the total of the individual field scores may not equal the returned score due to rounding.

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