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admin_functionality:settings:set_attribute_groups

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admin_functionality:settings:set_attribute_groups [2021/02/08 13:11]
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
- 
  
 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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 ---- ----
-===== 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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 **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**+=== Priority ===
  
 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.  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. 
  
-{{ :admin_functionality:settings:priorityv3.png?400 |}}+{{ :admin_functionality:settings:priorityv3.png?200 |}}
  
   *Exact - Must be exactly the same, string to string for a match to be found   *Exact - Must be exactly the same, string to string for a match to be found
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 A weighting a can be applied to individual match groups dependant on the importance of your matching attributes.  A weighting a can be applied to individual match groups dependant on the importance of your matching attributes. 
  
-**Scoring** +=== Scoring === 
  
 On the right hand side of the Match group settings page you will see a toggle for 'Include for Matching'. If this toggle is activated, these attributes will be fed to our match engine. If unselected , these attributes will not be used for matching, but WILL be included for scoring purposes. EG. If email was used for matching but First Name and Last Name were not then you might get a scenario as follows: On the right hand side of the Match group settings page you will see a toggle for 'Include for Matching'. If this toggle is activated, these attributes will be fed to our match engine. If unselected , these attributes will not be used for matching, but WILL be included for scoring purposes. EG. If email was used for matching but First Name and Last Name were not then you might get a scenario as follows:
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 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.  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. 
  
-{{ :admin_functionality:settings:include_for_matching.png?200 |}}+{{ :admin_functionality:settings:include_for_matching.png?150 |}}
  
 ---- ----
 ===== Miscellaneous Functions ===== ===== Miscellaneous Functions =====
  
-These functions will allow you to navigate the DQ for Dynamics application. They are as follows:+These functions will allow you to navigate the DQ for Dynamics/Workbooks application. They are as follows:
  
   - Expand All - Expand all groups to see attributes, transforms, display attributes etc.   - Expand All - Expand all groups to see attributes, transforms, display attributes etc.
admin_functionality/settings/set_attribute_groups.1612789913.txt.gz · Last modified: 2021/02/08 13:11 by conor.doyle