The following list relates to frequently asked questions by users of matchIT Desktop. If you are looking for information relating to one of our other products, please click through to our Support Desk.
The following list relates to frequently asked questions by users of matchIT Desktop. If you are looking for information relating to one of our other products, please click through to our Support Desk.
In order to do this, after uploading your sortation you will be given a “manifest ID”, after highlighting this job you can move to the “Review Manifest” tab where this eManifest ID will be copied over and all you need to do is click “Review Manifest”.
After a few seconds, information about the batches within the eManifest will be displayed, aswell as the SCID used by the eManifest. This information is especially useful in situations where you’ve got a few batches being processed with the same eManifest, and allows you to better understand the eManifest as a whole.
In order to do this, during a sortation go to the Job parameters tab and click the tick box at the bottom left to “Show advanced job options for Overrides and Plan Editing”. This will now give you access to two more tabs – Overrides and Plan Edit.
Opening the Plan Edit tab will greet you with a rather empty menu with a question and a drop down. Using the drop down you will then want to select “Define a new plan” in order to get the full plan editor options.
Here you will need to select which carrier and service you want to use for your sortation, and once chosen you will need to “Add Selected Service”. When you are satisfied, save the plan.
This will change the name in the drop down to “new Plan” and cause the sortation engine to place the service placed in the plan editor as the top priority service, meaning that the sortation engine will sort as much of your data as it can under the service you’ve selected, and any other necessary services will be added to the plan as the sortation goes along.
When you get to your next sortation after using the plan editor, keep in mind the sortation engine will still be using the plan you set up, so you’ll need to go back to the plan editor screen in order to tell the sortation engine to “Let the system decide on the best plan”.
If you want something more sophisticated, you can change the Matching Weights for Address, by changing the Possible and Likely Weights for Address. The Address Weights work quite differently from weights on other data items.
By tinkering with these weights (and maybe the minimum score threshold), you can ensure that records where the name match isn’t a sure match are not reported (or score lower).
There is additional flexibility in matchIT SQL and matchIT Hub with regard to premise numbers that fuzzy match such as 23/23A, 23/32, 23/230, 23/53, so if you want to know more about the options here, please contact support.
The simplest way to do this is to use the Single File Wizard in matchIT. At the end of processing one of the options for output is ‘Records in Matched Sets’ then choose ‘Matched Records (matching sets only)’ & Output Supplied Fields. This provides a file with three columns; UniqueRef, MatchRef, SetDups along with your original source data. Import this file into your Excel application being careful to match the data types of UniqueRef and Match_Ref to the data type of your URN etc.
You can filter the results using the SetDups field (indicates the number of duplicates in a group) in Master Records and change the ordering and grouping as required. Try ordering by SetDups Descending and URN Ascending as this will show you the larger groups of matches first.
Click and drag it to the right and you will open up a second partition, which is very useful for comparing fields at the beginning of the record with those nearer the end. The Table menu allows you to unlink the two partitions, otherwise as you move up or down, the record position in each partition is kept the same.
To place your own logo on matchIT reports simply go to the EDIT- OUTPUT LAYOUTS – REPORT BRANDING menu. Click on the control button which follows the Company Logo field and you will be able to navigate to your own Bitmap file. You should now find that matchIT reports incorporate your logo. You can also change the company name and contact details to your own company in the same menu option.
If your budget can stretch to a second hard drive you can improve performance by placing data such as Temporary Files, PAF or suppression files on one drive whilst your Master file(s) is on another. This reduces the work that a single hard drive has to do which leads to inevitable performance gains. If you are working with very large data files it may be worth a little bit of preparation before processing. Minimize field widths as much as possible and exclude superfluous fields, this will reduce file sizes and indexes used for matching and hence speed processing. If you are PAFing presort your data by Postcode if you can.
If you have first names consistently populated in matchIT, you can allow for the reversal of names by using a key of: POSTCODE + IIF(NAME1contact our support team.
By using this method, you might more easily pick up problems such as inconsistent casing, problems with formatting of names, differences in Mailsort codes from that which you are expecting.
There are also output layout files (*.OPL), output settings and match keys. The OPL files are ordinarily stored in the REPORT sub-folder of matchIT. The output settings are stored in the root folder of matchIT as OP_PARAMS.DBF. And the match keys are stored as IDX_PARMxx.DBF where xx is UK, US or OTH depending on the nationality setting.
You can save your own copies of PARAMS.DBF, WEIGHTS.DBF and NAMEPARM.DBF by using Save/Restore Setup and saving as a Custom Configuration. This allows you to set a file extension for the files you wish to save e.g. saving them with a file extension of JOB1 will create copies of the PARAMS.DBF, WEIGHTS.DBF and NAMEPARM.DBF and label them PARAMSUK.JOB1, WEIGHTS.JOB1 and NAMEPARM.JOB1. When required you can then use Restore Setup to a Custom Configuration to recall these files.
If you are going to start using Custom Configurations it is advisable to restore the default settings configuration for the nationality and match level that you want before restoring the custom configuration. Please don’t forget to restore the standard configuration for jobs for which your custom configuration is not required.
If you are using matchIT for more complex processing it can be advantageous to know the purpose of each of these fields particularly if you encounter unexpected behaviour. It is also useful for advanced quality assurance checks.
As an example the field ADD_KEY is a match key derived by matchIT to pick up matches where the postcode is not identified. By default, it is an 8 byte field, of which the first four characters represent the phonetic key of the town/city and the second four characters the street. There are over 50 derived fields in matchIT’s main table structure, each with their own specific purpose.
One more point to bear in mind is that matchIT v5 now remembers the input format the last time you imported a file and defaults to that next time. It also preserves other settings that are likely to be standard for your installation e.g. maximum records to compare. This does not mean that it remembers all the changes to settings that you make in the Options screen, as the majority are reset to the standard ones if you change the matching level when you next use the Setup Wizard. This is because many settings are appropriate only to particular files or match levels. If you want to customise particular options for general use, not just for a particular file, then you can do this in the Save/Restore Setup option from the Jobs/Setup menu – you must save your changed options for each match level and nationality of data that you might use.
Use the normal weights for Individual level matching and add the company name to each match key. To minimise the chance of missing matches, we suggest using two forms of the company name so resulting in twice as many match keys:
First, add COY_KEY to each match key – it doesn’t matter whether it is at the start or end of the key, but for efficiency it is better at the front of the key if the data is sorted by company name and at the end if it is sorted by Postcode/Zip.
Secondly, add:
PUN_TRIM(COMPANY,20) to each key. N.B. Prior to v5.03 you will have to add UPPER(PADR(CHRTRAN(COMPANY,[“&*()+’;:#/.,]+SPACE(1),[]),20) instead of this.
This method may cause you to miss some acronym matches and ‘contained in’ matches such as SmithKline Beecham and Beecham, so if you want to include this type of match as well, please contact us for advice.
Some simple example of filters can be found below:
SEX = ‘F’ : In order to output all and only the records in the file recognised as being Female
In a multi file job to extract only the records from a specific file, you could use:
LISTC = ‘FILE1’ : LISTC is a generated field found in each master file created using the Multiple File Wizard.
It is used to determine which of the component files each Master file record came from (File1 is just an example, you would use the name of the relevant file)
To help create more customised filters, please contact our Support Team.
The Deletion Priorities can be accessed via Job/Setup>Matching Setup>Deletion Priorities. When you select this option, you browse PRIORITY.DBF and can view or change the various deletion rules. The fields you see when browsing the Deletion Priorities table are Field_Name, Field_Val, Field_Pri and Comment. The records in this table are in descending value of priority – in other words, rules that most increase the likelihood of a record being kept are at the top, with rules that most reduce it being kept at the bottom.
You can find more information on this subject by visiting the following link: Deletion Priorities
Setting deletion priorities allows the user to choose which records to keep or delete depending on the content of each record and which fields the User deems more important.
One useful example is when a User is attempting to dedupe a single file with a hierarchical source code. By adding a Source Code field (in this example scode) in the deletion priorities, setting the field value and then assigning each value a different priority, this will ensure that duplicate records with a higer priority source code are kept over dupes with a lower source code. Please see the example below.
FIELD_NAME FIELD_VAL FIELD_PRI COMMENT
scode H 3000 H=High / scode=Source Code (can be user defined field name and value)
scode M 2000 M=Medium
scode L 1000 L=Low
In this case, records with a “H” in the “scode” field would be kept as they have a higher priority. The field names and values are all relative to each User’s situation.
Note that the more important the field in determining the deletion priority, the higher you should set the Field_Pri value. It is the sum of all fields which determines the priority thus if scode ‘H’ shown above has priority over everything else it’s FIELD_PRI value should be significantly higher than the summed value of all the other fields in the priority list.
To import a file into matchIT without using the Setup Wizard, first open the Main File that you used previously, or create a copy of this file’s layout by using the Copy Main File Layout option from the Tools menu. Next, select Import Records from the Import menu. matchIT then prompts you to Restore Standard Parameters or change the Input Options if necessary (via the Change Basic Parameters button) e.g. if the last file you Imported was Comma Delimited but this file is Fixed Width, or if you want to postcode or proper case this file and the last file wasn’t.
If you want to dedupe the file at a different matching level from the last file you deduped e.g. Individual last time but Family level this time, select Restore Standard Parameters and select the appropriate matching level – do this before you change options via the Change Basic Parameters button. This restores not only the matching level (in Matching Options) but also the matching weights (and the default match keys). Finally, select the input file (the source file) that you want to load into matchIT.
If there are records in the Main File from a previous run, matchIT wipes the file clean before it loads in the new data.
If you want to match Mytchett News and Mytchett Post Office, add “Post Office” as a Double Word entry with type Business, Matching Equivalent of “Post Office” – for this, you have to select the appropriate option from the Look at dropdown at the bottom of the screen. We don’t recommend that you set Post Office as equivalent to News or to PO, so after adding the entry for Post Office to the Names table, you will have to use Loose Business Matching to match Mytchett News and Mytchett Post Office. You can also tune company name matching via the Name Matching Matrix option in the Jobs/Setup menu.
The structures of the Main Files (DBF files) that you are using in the job – you can create an empty structure that contains no data (and so takes up minimal disk space) by using the Tools menu, Main File Layout utilities, Copy Main File layout. If you don’t do this, you should back up not just the Main File DBF but also the CDX files.
A Match Key is a common element shared by a large group of records. Match Keys are beneficial in the search for matches because they eliminate records which clearly aren’t duplicates. For example if we use the surname field as a match key then two records with different surnames will not be matched. Clearly one match key is not sufficient to identify all similar records.
In the case of matchIT, match keys are used to identify candidates for far more intensive matching. matchIT also uses phonetic match keys to identify records where elements simply sound the same such as ‘Dayton’ and ‘Deighton’. Once potential matches are identified using match keys matchIT can go to work on comparing every element within potentially matching records to derive a matching score. The higher the score the more likely the records are to match.
matchIT’s match keys are totally user definable however by default we use three match keys designed to pick up the widest range of possible matches whilst maintaining performance. We can of course advise customers on keys that may better suit specific data anomalies or in particular very large datasets. Please refer to the matchIT user manual for more detailed information.
To sort a database already imported into matchIT, set the Use index order? option on in Output to File, using an output format of DBF or VFP and choosing the appropriate index expression to sort the database by.
Use Operational Options to enable you to browse a main file after loading data into it, to make sure that everything is as it should be before matchIT generates keys.
Use File Locations Options to specify standard sub-folder names for jobs.
Use the Q/A Wizard to delete (flag) all records that exhibit certain characteristics e.g. postcoding failures, records with no address lines.
The easiest fix is to unzip Perform.dbf/cdx from Initconfig.zip into the Database folder; however, that loses the log of previous runs, so it will not show the matching summary.
The best fix is to start Database Utilities from the matchIT program group, select Database menu, Fix Header, then the Perform.DBF table. Then select Database menu, Reindex and select the same DBF file.
2. Click Edit to change permissions. Add read/write access on the matchIT directory (e.g. C:Program FilesmatchITv52 by default) to the user account that will be running matchIT suite.
If you do not have access to change these settings, then you will need to consult your Systems Administrator.