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--- admin_functionality:create_session:step_2_set_attribute_groups [2018/07/19 13:40]
conor.doyle
+++ admin_functionality:create_session:step_2_set_attribute_groups [2023/01/23 16:53] (current)
hayden.law [Related Entities]
@@ Line 1: / Line 1: @@
-====== Step 2 - Setting the Attribute Groups ======
+====== Step 2 - Setting the Match Groups ======
 ----
-===== Field Group Configuration =====
+===== Single Entity Configuration =====
 ----
-==== Field Groups Column ====
-The Default Groups set in the settings menu will automatically be imported, but custom groups can be added by using:
+As per the global setting applied, the list groups will appear here. If needed, you can update this section for the current session.
-{{ :admin_functionality:create_session:step_2_5.png?nolink |}}
+{{ :admin_functionality:create_session:step2v3.png?800 |}}
-Or Alternatively Default groups from other Entities can be added using:
-{{ :admin_functionality:create_session:step_2_6.png?nolink |}}
+**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:** Groups and Attributes can be re-arranges by using the drag and drop function.
+----
+**Page Functions:**
+{{ :admin_functionality:create_session:functions.png?200 |}}
+  * **1. Expand 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.
 ----
 ==== 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:
   * Exact
   * Very High
@@ Line 30: / Line 41: @@
 ----
-==== Match Key Column ====
-This column allows you to specify your matching engine.
+==== Match vs Score ====
-There are six options available:
+This section describes the difference between including groups for scoring vs including groups for scoring.
-  * DQ Fonetix (Recommended)
+{{ :admin_functionality:create_session:include_for_matching.png?800 |}}
-  * DQ Metaphone
-  * DQ Soundex
+Include for matching - This will include a match group, along with its attributes, in the matching process.
-  * Metaphone
-  * SoundEx
+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.
-  * No MatchKey
+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 |}}
 ----
-==== Include For Matching Column ====
+===== Across Entity Configuration =====
-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.
+After you have selected your desired Entities from Step 1, you will be presented with a screen similar to this:
-**Note:** at least one group must be included for matching.
+{{ :admin_functionality:create_session:xentityv3.png?800 |}}
+To start the process you must first go through and assign your related fields from the entities:
+E.g. Address1_Country --> Address1_Country (as shown in the screenshot below)
+{{ :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.]]
 ----
-===== Miscellaneous Features=====
+**Page Functions:**
-This section is where you setup the groups that will be used for matching and scoring of duplicates.
+{{ :admin_functionality:create_session:functions.png?200 |}}
-You will see a screen similar to this:
+  * **1. Expand 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:** However this will vary depending on entity and what default groups you have setup.
+**Note:** Groups and attributes can be re-arranged by using the drag and drop function.
-{{ :admin_functionality:create_session:step_2_1.png?nolink&600 |}}
+----
+==== Priority Column ====
-**Matching Language:** When creating these groups you have the option to choose the matching language. The following can be used:
+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.
-  * English
+{{ :admin_functionality:create_session:priority_cross_entity.png?800 |}}
-  * French
-  * German
-  * Italian
-  * Spanish
-This option is located:
+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:
-{{ :admin_functionality:create_session:step_2_2.png?nolink |}}
+  * Exact
+  * Very High
+  * High
+  * Medium
+  * Normal
-**Display Attributes by:** This is located just below the language drop-down, and allows you to filter the display names between the Database Schema Name and a user friendly Display Name.
+Priority is used to select a weight for the group in the match process.
-**Display Attributes Sorting:** The displayed Attributes can also be sorted in:
+----
+==== Match vs Score ====
-  * Ascending A-Z
+This section describes the difference between including groups for scoring vs including groups for scoring.
-  * Descending Z-A
-This is done by using the drop-down menu available on the 'Entity Attributes' title.
+{{ :admin_functionality:create_session:include_for_matching.png?800 |}}
-{{ :admin_functionality:create_session:step_2_3.png?nolink |}}
+Include for matching - This will include a match group, along with its attributes, in the matching process.
-**Note:** On this same menu under the 'Columns' option, you can also turn on or off the Attribute Icons and Title's.
+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.
-**Hover Actions:**
+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:
-  * Hovering over an attribute in 'Display Name' mode will give a tool-tip containing that Attributes 'Schema Name' and vice versa when in 'Schema Name' mode.
+{{ :admin_functionality:create_session:scoring_vs_matching_example.png?800 |}}
-  * Hovering over an Attribute's Icon will give a tool-tip containing the type of that Attribute.
-**Attribute Searching:** You can filter down the list of attributes by using the search icon:
+----
-{{ :admin_functionality:create_session:step_2_4.png?nolink |}}
-**Note:** You must search by title in the display mode you are in
+=====Related Entities=====
-**Expand/Collapse all:** This button will let you expand all folders or collapse all folders
+This section explains how to enable the functionality of using related entity attributes for matching.
-{{ :admin_functionality:create_session:step_2_7.png?nolink |}}
+In this example, we will run through adding **Opportunity** attributes for matching on the **Account** entity.
-**Delete Selected Item:** Pressing this button will delete the current selected item
+Go to **Settings** and then head to **Advanced Settings**.
-{{ :admin_functionality:create_session:step_2_8.png?nolink |}}
+{{ :admin_functionality:settings:resteps1.png?800 |}}
-**Refresh:** This will erase any changes you make a revert it make to the default.
+Within Advanced Settings, select **Related Entities** and then select the appropriate entity. In this example, we will select the Account entity. This will open the [[admin_functionality:settings:custom_settings#related_entities|Related Entities]] configuration.
-{{ :admin_functionality:create_session:step_2_9.png?nolink |}}
+{{ :admin_functionality:settings:resteps2.png?800 |}}
-**Back:** This will direct you back to step 1
+Select the related entities that you would like to use for related entity matching under the **Include for Match** header. In this example, we have checked the Include for Match box within the Opportunity row, which will enable Opportunity attributes for matching. After checking the appropriate box, select **Save**.
-{{ :admin_functionality:create_session:step_4_2.png?nolink |}}
+{{ :admin_functionality:settings:resteps3.png?800 |}}
-**Skip to Start:** This is only applicable to Cloned sessions
+Now return to 'Create Session' and on [[admin_functionality:create_session:step_2_set_attribute_groups|Step 2 - Setting the Match Groups]] you will notice Opportunity is now present within the Entity Attributes section on the left.
-{{ :admin_functionality:create_session:step_4_3.png?nolink |}}
+{{ :admin_functionality:settings:resteps4.png?200 |}}
-**Next:** This will direct you to step 3
+Similar to standard configuration, you can drag and drop any fields within the Opportunity entity and use this for matching.
-{{ :admin_functionality:create_session:step_4_4.png?nolink |}}
+{{ :admin_functionality:settings:resteps5.png?800 |}}

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