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admin_functionality:create_session:step_2_set_attribute_groups [2021/03/04 18:08]
conor.doyle
admin_functionality:create_session:step_2_set_attribute_groups [2021/03/04 20:15]
conor.doyle
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 {{ :admin_functionality:create_session:step2v3.png?800 |}} {{ :admin_functionality:create_session:step2v3.png?800 |}}
  
----- 
-==== Field Groups Column ==== 
  
 **Note:** Any default grouping you have made in the settings menu will be imported. See the **[[admin_functionality:settings:set_attribute_groups| Match Groups Guide]]** for more detail. **Note:** Any default grouping you have made in the settings menu will be imported. See the **[[admin_functionality:settings:set_attribute_groups| Match Groups Guide]]** for more detail.
  
-However custom groups can be added by using:+---- 
 +**Page Functions:**
  
-{{ :admin_functionality:create_session:step_2_5.png?nolink |}}+{{ :admin_functionality:create_session:functions.png?200 |}}
  
-Alternatively, default groups from other entities can be added using: +  * **1. Expand All -** Expand all match groups 
- +  * **2. Add Match Group -** Add existing match group or create a new group 
-{{ :admin_functionality:create_session:step_2_6.png?nolink |}}+  * **3. Delete -** Tag and then remove match groups 
 +  * **4Refresh -** Refresh to pre saved settings
  
 **Note:** Groups and attributes can be re-arranged by using the drag and drop function. **Note:** Groups and attributes can be re-arranged by using the drag and drop function.
Line 26: Line 26:
 ==== Priority Column ==== ==== Priority Column ====
  
-By default, the priorities will appear as per the global settings. You can set/modify the 'Priority' for each group with the help of drop-down selection. 'Priority' is used to select the weighting for the match group. The 'Priority' drop-down will have five values:+By default, the priorities will appear as per the global settings. You can set/modify the 'Priority' for each group with the help of drop-down selection. 'Priority' is used to select the weighting for the match group. 
 + 
 +{{ :admin_functionality:create_session:priority_column.png?800 |}}
  
 By default the priorities will be the same as when set in the default creation, however these can be overridden using the drop-down. The available options are: By default the priorities will be the same as when set in the default creation, however these can be overridden using the drop-down. The available options are:
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 Priority is used to select a weight for the group in the match process. Priority is used to select a weight for the group in the match process.
 +
 +----
 +==== Match vs Score ====
 +
 +This section describes the difference between including groups for scoring vs including groups for scoring.
 +
 +{{ :admin_functionality:create_session:include_for_matching.png?800 |}}
 +
 +Include for matching - This will include a match group, along with its attributes, in the matching process. 
 +
 +Do not include for matching - This will not feed the match group to the match engine, however once duplicate records are grouped, this data will be used for scoring records. 
 +
 +E.g Email could be used for matching where sales@dqglobal.com returns multiple duplicate records. However when the data is scored with a score group 'Name' including the attributes 'First Name' & 'Last Name', the records will not score as duplicates upon scoring of these values. This setup would look like this:
 +
 +{{ :admin_functionality:create_session:scoring_vs_matching_example.png?800 |}}
  
 ---- ----
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 **Include for Matching:** With the help of a checkbox feature, you can configure the ‘Include for Matching’ to select the attributes to be used for matching purposes. By default, the group is included for matching. You do have the option to uncheck the group and mark it as excluded. The groups which are not included for matching are still used for percentage scoring. **Include for Matching:** With the help of a checkbox feature, you can configure the ‘Include for Matching’ to select the attributes to be used for matching purposes. By default, the group is included for matching. You do have the option to uncheck the group and mark it as excluded. The groups which are not included for matching are still used for percentage scoring.
  
- 
----- 
-==== Include For Matching Column ==== 
- 
-Each group has a checkbox, if you disable matching for a group, it will not be used in the search for duplicates but will still be used to assess its overall duplicate score. 
- 
-**Note:** At least one group must be included for matching.  
  
 ---- ----
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 After you have selected your desired Entities from Step 1, you will be presented with a screen similar to this: After you have selected your desired Entities from Step 1, you will be presented with a screen similar to this:
  
-{{ :admin_functionality:create_session:1.2.png?600 |}}+{{ :admin_functionality:create_session:xentityv3.png?800 |}}
  
 To start the process you must first go through and assign your related fields from the entities: To start the process you must first go through and assign your related fields from the entities:
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 {{ :admin_functionality:create_session:cross_ent_step_2_2.png?nolink |}} {{ :admin_functionality:create_session:cross_ent_step_2_2.png?nolink |}}
  
-**NOTE:** Attributes map have already been manually mapped on the [[admin_functionality:settings:map_entities|Across Entity Mapping]] page, or Auto mapped on the [[admin_functionality:settings:map_entities_setup|Map Entities Setup]] page.+**NOTE:** Attributes map have already been manually mapped on the [[admin_functionality:settings:map_entities| Across Entity Mapping Page.]]
  
-Next, you must add attributes to a group folder. This can be in custom groups or default groups: +---- 
- +**Page Functions:**
-{{ :admin_functionality:create_session:step_2_5.png?nolink |}} +
- +
-{{ :admin_functionality:create_session:1.4.png?300 |}} +
- +
-**Note:** Any default grouping you have made in the settings menu will be imported. See the **[[admin_functionality:settings:set_attribute_groups| Set Attribute Groups Guide]]** for more detail.+
  
-Alternatively, default groups from other entities can be added using:+{{ :admin_functionality:create_session:functions.png?200 |}}
  
-{{ :admin_functionality:create_session:step_2_6.png?nolink |}}+  * **1Expand All -** Expand all match groups 
 +  * **2. Add Match Group -** Add existing match group or create a new group 
 +  * **3. Delete -** Tag and then remove match groups 
 +  * **4. Refresh -** Refresh to pre saved settings
  
 **Note:** Groups and attributes can be re-arranged by using the drag and drop function. **Note:** Groups and attributes can be re-arranged by using the drag and drop function.
  
 ---- ----
-==== Field Groups Column ====+==== Priority Column ====
  
-This column contains the Attribute from the Source Entity+By default, the priorities will appear as per the global settings. You can set/modify the 'Priority' for each group with the help of drop-down selection. 'Priority' is used to select the weighting for the match group.
  
----- +{{ :admin_functionality:create_session:priority_cross_entity.png?800 |}}
-==== Target Column ==== +
- +
-This column contains the Attribute from the Target Entity +
- +
----- +
-==== Priority Column ==== +
- +
-By default, the priorities will appear as per the global settings. You can set/modify the 'Priority' for each group with the help of drop-down selection. 'Priority' is used to select the weighting for the match group. The 'Priority' drop-down will have five values:+
  
 By default the priorities will be the same as when set in the default creation, however these can be overridden using the drop-down. The available options are: By default the priorities will be the same as when set in the default creation, however these can be overridden using the drop-down. The available options are:
Line 147: Line 147:
   * Medium   * Medium
   * Normal   * Normal
-  * + 
 +Priority is used to select a weight for the group in the match process.
  
 ---- ----
admin_functionality/create_session/step_2_set_attribute_groups.txt · Last modified: 2021/03/04 20:17 by conor.doyle