Step 8: Configuring the Duplicate Matching Dataflow

Using Spectrum’s Enterprise Designer, you can modify the Duplicate Matching dataflow settings to control what fields are considered and the threshold of these fields when determining possible matches in customer records.

 

TMA Resources does not recommend, however, changing the original duplicate matching dataflow provided with the Advanced Matching module. If you do decide to alter the dataflow settings, make sure to create a copy of the original dataflow and alter the copy, rather than changing the original.

Note.pngThis section only offers a high-level process of configuring a dataflow. For more information on using the Enterprise Designer and working with dataflows, please refer to the Spectrum 7.0 Users Guide and Spectrum 7.0 Templates Guide available at ftp://ftp.tmaresources.com/group1/documentation.

To configure the Duplicate Matching Dataflow:

1.    In your Windows start menu, navigate to Program > Pitney Bowes > Spectrum Technology Platform > Client Tools and select Management Console.

2.    From the left-side menu, double-click DuplicateMatching (Service).
The DuplicateMatching (Service) displays in the main panel, as shown below.
24_dupmatch_service.png

3.    In your Windows start menu, navigate to Program > Pitney Bowes > Spectrum Technology Platform > Client Tools and select Enterprise Designer.
The DuplicateMatching (Service) should display on the screen.

4.    From the menu bar, select File > Export File.

5.    Save the DuplicateMatching file to your server under a new name.
For example, DuplicateMatching_CUSTOM.

6.    Back in Enterprise Designer, open your DuplicateMatching_CUSTOM file.
The dataflow should appear the same as the DuplicateMatching (Service) above.

7.    Double-click Match Key Generator to customize the rules used to facilitate the matching process, as demonstrated in the following image.
25_match_key_generator.png

8.    Double-click Candidate Finder to customize the field map for the dataflow.

9.    Double-click Transactional Match to customer the scoring methods of the fields and determine parent fields over child fields, as shown below.
27_transactional_match_options.png

10.  Save the dataflow.

11.  To import the new dataflow for use instead of the original dataflow, from the menu bar, select File > Import > Dataflow.

12.  Select your customized dataflow and click OK.