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admin_functionality:settings:set_attribute_groups [2021/02/08 12:43]
conor.doyle
admin_functionality:settings:set_attribute_groups [2021/07/06 09:22] (current)
conor.doyle
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   * Display Name   * Display Name
   * Schema Name   * Schema Name
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 Hover over the ‘Account Entity Attributes’ heading and a drop-down will appear. This allows you to sort the attributes in ASC or DESC order. This can also be toggled by clicking on the headings. Hover the mouse over the Attributes Icon and you will be able to view the attribute name type. If the attributes are listed by ‘Display Name’, you can view the ‘Schema Name’ by hovering the mouse over the attribute name and vice-versa. Hover over the ‘Account Entity Attributes’ heading and a drop-down will appear. This allows you to sort the attributes in ASC or DESC order. This can also be toggled by clicking on the headings. Hover the mouse over the Attributes Icon and you will be able to view the attribute name type. If the attributes are listed by ‘Display Name’, you can view the ‘Schema Name’ by hovering the mouse over the attribute name and vice-versa.
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 You can search for a specific attribute by using a Keyword Search feature. Please note - If the attributes are listed by ‘Display Name’, you can only search by the keywords from ‘Display Name’ and not by the keywords for ‘Schema Name’ and vice-versa. You will be able to drag and drop the attributes under any Attribute Group. However, 'Attribute Groups' can only be used once. You can search for a specific attribute by using a Keyword Search feature. Please note - If the attributes are listed by ‘Display Name’, you can only search by the keywords from ‘Display Name’ and not by the keywords for ‘Schema Name’ and vice-versa. You will be able to drag and drop the attributes under any Attribute Group. However, 'Attribute Groups' can only be used once.
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-**Priority** 
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-It is important to define our match group weighting when selecting our match groups. Select the 'Priority' drop down and select from a range of weighting options.  
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-{{ :admin_functionality:settings:priorityv3.png?400 |}} 
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-  *Exact - Must be exactly the same, string to string for a match to be found 
-  *Very High - 0.8 weighting on your match group 
-  *High - 0.6 weighing on your match group 
-  *Medium - 0.4 weighting on your match group 
-  *Normal - 0.2 weighting on your match group 
- 
-A weighting a can be applied to individual match groups dependant on the importance of your matching attributes.   
  
 ---- ----
-===== Across Entity Configuration =====+===== Across Entity Configuration (Dynamics ONLY) =====
  
 This functionality allows you to cross compare entities for duplicate records. There are a few small changes to be made in the setup but the fundamental functions are the same as a single entity configuration. This functionality allows you to cross compare entities for duplicate records. There are a few small changes to be made in the setup but the fundamental functions are the same as a single entity configuration.
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 **Target Entity:** Select either 'Account' or 'Contact' for the entity which you want to use for checking against your source **Target Entity:** Select either 'Account' or 'Contact' for the entity which you want to use for checking against your source
  
-{{ :admin_functionality:settings:200.png?nolink&600 |}}+{{ :admin_functionality:settings:cross_entity.png?800 |}}
  
 ---- ----
-===== Attribute Group Configuration =====+===== Match Group Configuration =====
  
 **Attribute Groups:** Displays the list of groups added with their attributes shown below. You can change the order of groups and attributes via a ‘drag and drop’ function. When moving groups, associated attributes will also be moved. The mouse hover tool tip will display the ‘Schema Name’ and vice-versa. **Attribute Groups:** Displays the list of groups added with their attributes shown below. You can change the order of groups and attributes via a ‘drag and drop’ function. When moving groups, associated attributes will also be moved. The mouse hover tool tip will display the ‘Schema Name’ and vice-versa.
  
-**Priority:** You can set the ‘Priority’ for each group with a double click on the drop-down selection. The 'Priority' is used to select the weighting for the match group. 'Priority' drop-down has five values:+=== Priority ===
  
-  * ‘Exact’ +It is important to define our match group weighting when selecting our match groups. Select the 'Priority' drop down and select from a range of weighting options. 
-  * ‘Very High’  +
-  * ‘High’  +
-  * ‘Medium’ +
-  * ‘Normal’ +
  
----- +{{ :admin_functionality:settings:priorityv3.png?200 |}}
-===== Match Key =====+
  
-You can set the ‘Match Key’ for each group with the help of drop-down selectionThe 'Match Key' is used to select an algorithm for phonetic match token generationThe 'Match Key' drop-down will have six choices:+  *Exact - Must be exactly the same, string to string for a match to be found 
 +  *Very High - 0.8 weighting on your match group 
 +  *High 0.6 weighing on your match group 
 +  *Medium - 0.4 weighting on your match group 
 +  *Normal 0.2 weighting on your match group
  
-==== Soundex ====+A weighting a can be applied to individual match groups dependant on the importance of your matching attributes. 
  
-Soundex retains the first letter of the input string to formulate its match token. Soundex removes vowels (a, e, i, o, u) and h and w from the input string. The remaining letters are assigned numbers using a lookup table to produce a token of 4 characters.+=== Scoring === 
  
-This means ‘Cathy’ and ‘Kathy’ will not match as their match tokens begin with ‘C’ from Cathy and a ‘K’ from KathyAs suchSoundex does not match well where the start of a word sounds the same but is not the same. +On the right hand side of the Match group settings page you will see toggle for 'Include for Matching'If this toggle is activatedthese attributes will be fed to our match engineIf unselected these attributes will not be used for matching, but WILL be included for scoring purposesEG. If email was used for matching but First Name and Last Name were not then you might get a scenario as follows:
-Alsodue to the numeric substitution it is possible to be shown non-matches (false positive) matches.+
  
-{{ :admin_functionality:settings:kathy.png?nolink&600 |}}+Email fields match because they are both "sales@test.com", however because we used First Name and Last Name for scoring, Bob Smith will not match with Jessica Howes. Scoring is therefore an important element when returning legitimate duplicate records
  
-==== DQSoundex ==== +{{ :admin_functionality:settings:include_for_matching.png?150 |}}
- +
-DQSoundex overloads Soundex with the advanced capabilities of DQFonetix™. This improves the start of word logic and modifies the first letter(s) of an input string. DQSoundex will de-pluralise and pre-process the start of words to manage variances like ‘C’ to ‘K’ as in 'Cathy' and 'Kathy', as well as ‘Ph’ as in Phonetix to ‘F’ in Fonetix. +
- +
-==== Metaphone ==== +
- +
-Metaphone improves the Soundex algorithm by using information about variations and inconsistencies in English spelling and pronunciation, to produce a more accurate encoding. +
-  +
-This allows you to find more precise matches than the simple Soundex algorithm. Metaphone considers a larger set of character transformations than Soundex and therefore analyses a string phonetically with far more accuracy.  +
-  +
- +
-==== DQMetaphone ==== +
- +
-DQMetaphone like DQSoundex is an enhanced Metaphone technology with the advanced capabilities of DQFonetix™. This improves the start of word logic and modifies the first letter(s) of an input string. DQSoundex will de-pluralise and pre-process the start of words to manage variances and improve matching. +
- +
-In the case shown below (Christopher), Metaphone would have generated three of five names matches. However, after running DQ’s advanced algorithms and advanced logic, DQMetaphone allows ‘Kh’ from 'Khristopher' to match with the ‘Ch’ from 'Christopher'. Thus generating the same match key token.  +
- +
-{{ :admin_functionality:settings:christopher.png?nolink&600 |}} +
- +
-==== DQFonetix™ ==== +
- +
-DQFonetix™ contains our advanced phonetic algorithms developed over the last 25 years by DQ Global. The algorithm is property DQ Global and hence we do not share the specification of the process. However, DQPhonetix™ has four key features: +
- +
-  * Five spoken languages – English, Spanish, French, Italian and German +
-  * Avoids false matches +
-  * Overcomes character variances  +
-  * Deals with diacritics +
- +
-DQPhonetix™ provides your CRM system with the most varied matching window to highlight duplicate matches that may not be picked up – or falsely matches - in Soundex and Metaphone. +
- +
-==== No Match Key ==== +
- +
-Selecting no match key will not generate a phonetic token, hence no match token will be generated. However, this allows you to match identical strings.  +
- +
-**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.+
  
 ---- ----
 ===== Miscellaneous Functions ===== ===== Miscellaneous Functions =====
  
-  * **Select Group:** Clicking on this icon, you will be able to select an Attribute Group. A pop-up will open where a list of pre-defined groups will appear. You can then select attribute group(s) and click on the ‘Add’ button. +These functions will allow you to navigate the DQ for Dynamics/Workbooks applicationThey are as follows:
- +
-{{ :admin_functionality:settings:tick.png?nolink&75 |}} +
- +
-{{ :admin_functionality:settings:7.png?nolink&300 |}} +
- +
-  * **Expand/Collapse All:** You can use these buttons to ‘Expand All’ and ‘Collapse All’ attribute groups. +
- +
-{{ :admin_functionality:settings:expand2.png?nolink&75 |}} +
- +
-{{ :admin_functionality:settings:retract.png?nolink&75 |}} +
- +
-  * **Delete:** You can select attribute group(s) or attribute(s) and then highlighted group(s)/attribute(s) can be removed by selecting: +
- +
-{{ :admin_functionality:settings:delete.png?nolink&75 |}} +
- +
-  * **Refresh:** Refresh button will be used to refresh the page manually.+
  
-{{ :admin_functionality:settings:refresh.png?nolink&75 |}}+  - Expand All - Expand all groups to see attributes, transforms, display attributes etc. 
 +  - Add Group - Add a Match Group, Transform Group, Display Group. 
 +  - Delete - Delete a rule set or multiple rule sets 
 +  - Refresh - Refresh the rules displayed on the screen displayed
  
-  * **Save:** You must click the ‘Save’ button to save changes. 
  
-{{ :admin_functionality:settings:save.png?nolink&50 |}}+{{ :admin_functionality:settings:functions.png?200 |}}
  
-  * **Reset:** You can also click on the ‘Reset’ button before clicking the ‘Save’ button. The ‘Reset’ button can be used to revert these changes. 
  
-{{ :admin_functionality:settings:reset.png?nolink&50 |}} 
admin_functionality/settings/set_attribute_groups.1612788219.txt.gz · Last modified: 2021/02/08 12:43 by conor.doyle