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admin_functionality:create_session_overview

Create Session Overview

A new session can be easily created by selecting the following button on the top right corner of the application:

Once selected, you will be guided through a 5 Step process to create a match session. Default settings will be loaded into your match session which can be defined in the 'Settings' section of the application. This session create allows users to tailor each session to your own criteria. The steps are as follows:


Step 1 - Session Setup

The settings applied in this section will allow you to name and select the entity to be used in this session. The screen below outlines this:

For an in depth guide on step 1, please visit our Step 1 - Select Entity Guide.


Step 2 - Match Groups

As per the global setting applied, the list groups will appear here. If needed, you can update this section for the current session.

For an in depth guide on step 2, please visit our Step 2 - Match Groups Guide.


Step 3 - Match Transforms

This section will allow you to modify and standardise your data via predefined transforms. This data will then be utilised for matching purpose. Within this section you can modify custom transformations at session level.

An example of this is the address group, setting a transform to convert:

  • Drive to Dr
  • Street to St
  • North to N
  • etc

For an in depth guide on step 3, please visit our Step 3 - Match Group Transform Rules.


Step 4 - Match Threshold

This section will allow you to set the percentage threshold to decide whether records should be considered for reviewing and whether the record are shown as duplicates. The screen below shows this process:

For an in depth guide on step 4, please visit our Step 4 - Threshold Settings Guide.


Step 5 - Display Groups

This screen will be populated with the pre-configuration from global level as defined by the admin user under the 'Settings' menu. In this step, you will NOT be able to change the global display setting and set the session specific display setting. Entity attributes cannot be changed in this step (i.e. deleting a group section or adding a section but it won’t be saved).

Note:

  • Red Attributes: Are the ones that are currently in use
  • Green Rules: Represent that a rule is currently in place
  • Blue Rules: Represent that no rule is in place

Note: A group rule can be blue even if the attribute rules are green.

For an in depth guide on step 5, please visit our Step 5 - Display Settings Guide.

admin_functionality/create_session_overview.txt · Last modified: 2021/03/02 20:11 by conor.doyle