From 0bb7108232c0e257d2a98203dc2789361c797371 Mon Sep 17 00:00:00 2001 From: "camille.goussale" Date: Mon, 20 Oct 2025 17:34:35 +0200 Subject: [PATCH] Updated match rule Fixed the PhoneticNameAddressEmailPhone rule in the Person Matcher with an optimized query --- .../model/gs-customerb2c-2025.1.0.xml | 130 +++++++++--------- 1 file changed, 65 insertions(+), 65 deletions(-) diff --git a/demo-applications/customer-b2c/model/gs-customerb2c-2025.1.0.xml b/demo-applications/customer-b2c/model/gs-customerb2c-2025.1.0.xml index a116dea..e2aca57 100644 --- a/demo-applications/customer-b2c/model/gs-customerb2c-2025.1.0.xml +++ b/demo-applications/customer-b2c/model/gs-customerb2c-2025.1.0.xml @@ -1,44 +1,12 @@ -semadminsemadminCustomerB2CDemocom.semarchy.runtime.templates.defaultRuntimeTemplateThe root branch for Customer B2C DemosemadminsemadminCustomerB2CDemo_RootThe root branch for Customer B2C DemosemadminsemadminsemadminsemadminCustomerB2CDemosemadminsemadminPersonTypeCUSTOMERsemadminsemadminPROSPECTsemadminsemadminsemadminsemadminFrequencyTypeQUARTERsemadminsemadminWEEKsemadminsemadminMONTHsemadminsemadminsemadminsemadminOptInTypeOPTOUTsemadminsemadminOPTINsemadminsemadminsemadminsemadminCommunicationTypePHONEAllowed to callsemadminsemadminMAILINGAllowed to send physical marketing materialssemadminsemadminEMAILAllowed to emailsemadminsemadminFor Value Status describing customer purchase historysemadminsemadminValueTypeNORMALsemadminsemadminHIGHsemadminsemadminCustomer B2Cimages://gs-customerb2c/account-outline-blue.svgimages://gs-customerb2c/CustomerB2CCover.jpgimages://gs-customerb2c/account-outline.pngsemadminsemadminimages://gs-customerb2c/CustomerB2CLogo.pngCustomerB2Cmd:bluesemadminsemadminimages://mdi/alert-outline.svgimages://gs-customerb2c/CustomerProductsErrors.jpgsemadminsemadminCustomerProductErrorsimages://mdi/people.svgimages://gs-customerb2c/Customers.jpgsemadminsemadminImportCustomerssemadminsemadminBrowseDataimages://mdi/package-variant.svgimages://gs-customerb2c/Products.jpgsemadminsemadminImportProductsimages://mdi/alert-outline.svgimages://gs-customerb2c/ProductsErrors.jpgsemadminsemadminProductErrorsimages://mdi/cellphone-basic.svgimages://gs-customerb2c/Communications.jpgsemadminsemadminImportCommunicationPreferencesimages://mdi/account-edit.svgsemadminsemadminImportMastersUpdatePersonimages://mdi/alert-octagon.svgmd:redsemadminsemadminErrorsimages://mdi/package-variant.svgsemadminsemadminBrowseProductimages://mdi/arrow-right.svgmd:greensemadminsemadminStartHereDataStewardimages://mdi/alert-outline.svgimages://gs-customerb2c/CommunicationsErrors.jpgsemadminsemadminCommunicationChannelErrorssemadminsemadminimages://mdi/dictionary.svgsemadminsemadminReferenceDataCustomerMetricsCustomerB2CDashboardsemadminsemadminCustomerMetricssemadminsemadminDashboardsimages://mdi/account-check.svgsemadminsemadminConfirmMatchesimages://mdi/account-alert.svgsemadminsemadminSuggestedMatchesimages://mdi/tag-faces.svgimages://gs-customerb2c/NicknamesImport.jpgsemadminsemadminImportNicknamessemadminsemadminimages://mdi/alert-outline.svgimages://gs-customerb2c/NicknamesErrors.jpgsemadminsemadminNicknameErrorsimages://mdi/people.svgmd:orangesemadminsemadminBrowsePersonimages://mdi/tag-faces.svgimages://gs-customerb2c/NicknamesReference.jpgsemadminsemadminBrowseNicknameimages://mdi/folder.svgsemadminsemadminRootimages://mdi/alert-outline.svgimages://gs-customerb2c/CustomersErrors.jpgsemadminsemadminPersonErrorssemadminsemadminQuickActionsimages://mdi/ticket-account.svgimages://gs-customerb2c/CustomerProducts.jpgsemadminsemadminImportCustomerProductssemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminBrowseDatasemadminsemadminQuickActionssemadminsemadminBrowseDatasemadminsemadminTopActionssemadminsemadminSourceAddressTypesemadminsemadminCountryCOUNTRY,semadminsemadminCityCITY,semadminsemadminStreetSTREET,semadminsemadminPostalCodePOSTAL_CODE,semadminsemadminStateSTATE,semadminsemadminSourceAddressType semadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminimages://mdi/cellphone-basic.svgsemadminsemadminCommChanPrefCOMM_CHAN_PREFCommunication Channel PreferencessemadminsemadminIDID,semadminsemadminCommChanPrefActionSetsemadminsemadminCreateAuthorCommChanPrefssemadminsemadminExportsemadminsemadminMassUpdateAuthorCommChanPrefssemadminsemadminImportAuthorCommChanPrefssemadminsemadminEditAuthorCommChanPrefsThe communication vehicle, e.g. email, phone call, or mailingsemadminsemadminCommunicationTypeCOMMUNICATION_TYPE,Determines whether a customer or prospect has opted in or opted out of communications.OPTIN or OPTOUT are valid codessemadminsemadminPreferencePREFERENCE,Use this first name to address customer/prospectsemadminsemadminFirstNameFIRST_NAME,Use Channel Frequency to determine how frequently to connect with customers and prospects.QUARTER, MONTH, and WEEK to determine frequency of communications.semadminsemadminChannelFrequencyCHANNEL_FREQUENCY,images://mdi/cellphone-basic.svgsemadminsemadminCommChanPrefCommunication Channel PreferenceCommunication Channel PreferencessemadminsemadminCommChanPrefEO
semadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadmin1:1semadminsemadminCommChanPrefImportMastersCollectionCommunication Channel PreferencesemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemMenuFieldsemadminsemadmin1:1semadminsemadminCommChanPrefCollectionCommunication PreferencessemMenuFieldsemadminsemadminsemMenuFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemadminsemadminCommChanPrefDisplayCardCASE +semadminsemadminCustomerB2CDemocom.semarchy.runtime.templates.defaultRuntimeTemplateThe root branch for Customer B2C DemosemadminsemadminCustomerB2CDemo_RootThe root branch for Customer B2C DemosemadminsemadminsemadminsemadminCustomerB2CDemosemadminsemadminCommunicationTypeEMAILAllowed to emailsemadminsemadminPHONEAllowed to callsemadminsemadminMAILINGAllowed to send physical marketing materialssemadminsemadminsemadminsemadminOptInTypeOPTOUTsemadminsemadminOPTINsemadminsemadminFor Value Status describing customer purchase historysemadminsemadminValueTypeNORMALsemadminsemadminHIGHsemadminsemadminsemadminsemadminFrequencyTypeWEEKsemadminsemadminMONTHsemadminsemadminQUARTERsemadminsemadminsemadminsemadminPersonTypePROSPECTsemadminsemadminCUSTOMERsemadminsemadminCustomer B2Cimages://gs-customerb2c/account-outline-blue.svgimages://gs-customerb2c/CustomerB2CCover.jpgimages://gs-customerb2c/account-outline.pngsemadminsemadminimages://gs-customerb2c/CustomerB2CLogo.pngCustomerB2Cimages://mdi/people.svgimages://gs-customerb2c/Customers.jpgsemadminsemadminImportCustomerssemadminsemadminBrowseDataCustomerMetricsCustomerB2CDashboardsemadminsemadminCustomerMetricsimages://mdi/alert-octagon.svgmd:redsemadminsemadminErrorsmd:bluesemadminsemadminimages://mdi/ticket-account.svgimages://gs-customerb2c/CustomerProducts.jpgsemadminsemadminImportCustomerProductsimages://mdi/package-variant.svgimages://gs-customerb2c/Products.jpgsemadminsemadminImportProductsimages://mdi/people.svgmd:orangesemadminsemadminBrowsePersonsemadminsemadminsemadminsemadminimages://mdi/account-check.svgsemadminsemadminConfirmMatchesimages://mdi/arrow-right.svgmd:greensemadminsemadminStartHereDataStewardimages://mdi/package-variant.svgsemadminsemadminBrowseProductimages://mdi/tag-faces.svgimages://gs-customerb2c/NicknamesReference.jpgsemadminsemadminBrowseNicknameimages://mdi/alert-outline.svgimages://gs-customerb2c/CustomerProductsErrors.jpgsemadminsemadminCustomerProductErrorsimages://mdi/dictionary.svgsemadminsemadminReferenceDataimages://mdi/tag-faces.svgimages://gs-customerb2c/NicknamesImport.jpgsemadminsemadminImportNicknamesimages://mdi/account-alert.svgsemadminsemadminSuggestedMatchesimages://mdi/account-edit.svgsemadminsemadminImportMastersUpdatePersonsemadminsemadminDashboardsimages://mdi/folder.svgsemadminsemadminRootimages://mdi/alert-outline.svgimages://gs-customerb2c/CustomersErrors.jpgsemadminsemadminPersonErrorssemadminsemadminQuickActionsimages://mdi/alert-outline.svgimages://gs-customerb2c/NicknamesErrors.jpgsemadminsemadminNicknameErrorsimages://mdi/alert-outline.svgimages://gs-customerb2c/CommunicationsErrors.jpgsemadminsemadminCommunicationChannelErrorsimages://mdi/cellphone-basic.svgimages://gs-customerb2c/Communications.jpgsemadminsemadminImportCommunicationPreferencesimages://mdi/alert-outline.svgimages://gs-customerb2c/ProductsErrors.jpgsemadminsemadminProductErrorssemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminBrowseDatasemadminsemadminQuickActionssemadminsemadminTopActionssemadminsemadminBrowseDatasemadminsemadminSourceAddressTypesemadminsemadminCountryCOUNTRY,semadminsemadminStateSTATE,semadminsemadminPostalCodePOSTAL_CODE,semadminsemadminCityCITY,semadminsemadminStreetSTREET,semadminsemadminSourceAddressType semadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminimages://mdi/ticket-account.svgsemadminsemadminPersonProductPERSON_PRODUCTPerson ProductsCOALESCE(FID_Product || '_' || FID_Person,'abc123')semadminsemadminIDID,semadminsemadminPersonProductActionSetsemadminsemadminBrowseGraphsemadminsemadminExportsemadminsemadminDeletesemadminsemadminMassUpdateAuthorPersonProductssemadminsemadminEditAuthorPersonProductssemadminsemadminCreateAuthorPersonProductssemadminsemadminImportAuthorPersonProductssemadminsemadminPurchaseDatePURCHASE_DATE,semadminsemadminRegistrationDateREGISTRATION_DATE,images://mdi/ticket-account.svgsemadminsemadminPersonProductPerson ProductPerson ProductssemadminsemadminPersonProductEOsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadmin1:1semadminsemadminPersonProductImportCollectionsemTextFieldsemadminsemadminsemIdFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadmin1:1semadminsemadminPersonProductBrowseCollectionPerson ProductsemIdFieldsemadminsemadminsemReferenceFieldsemadminsemadminsemReferenceFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminIDsemadminsemadminPersonProductDisplayCardFDN_ProductFDN_PersonsemadminsemadminPersonProductFormimages://mdi/ticket-account.svgsemadminsemadminPersonProduct1semDatepickerFieldsemadminsemadminsemReferenceFieldsemadminsemadminsemIdFieldsemadminsemadminsemDatepickerFieldsemadminsemadminsemReferenceFieldsemadminsemadminsemadminsemadminAuthorPersonProductssemadminsemadminsemadminsemadminsemadminsemadminPersonProductsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminPersonProductssemadminsemadminsemadminsemadminimages://mdi/tag-faces.svgsemadminsemadminNicknameNICKNAMENicknamessemadminsemadminGivenNameGIVEN_NAME,semadminsemadminNicknameActionSetsemadminsemadminBrowseGraphsemadminsemadminMassUpdateAuthorNicknamessemadminsemadminDeletesemadminsemadminCreateAuthorNicknamessemadminsemadminExportsemadminsemadminImportAuthorNicknamessemadminsemadminEditAuthorNicknamessemadminsemadminTopNicknameTOP_NICKNAME,semadminsemadminAllNicknamesALL_NICKNAMES,images://mdi/tag-faces.svgsemadminsemadminNicknameNicknameNicknamessemadminsemadminNicknameEO
semadminsemadminsemadminsemadminsemadminsemadminsemadminsemadmin1:1semadminsemadminNicknameCollectionNicknamesemIdFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemadminsemadminNicknameDisplayCardTopNicknameGivenNamesemadminsemadminNicknameFormimages://mdi/tag-faces.svgsemadminsemadminNickname1semTextFieldsemadminsemadminsemIdFieldsemadminsemadminsemTextFieldsemadminsemadminsemadminsemadminAuthorNicknamessemadminsemadminNicknamessemadminsemadminNickname
images://mdi/cellphone-basic.svgsemadminsemadminCommChanPrefCOMM_CHAN_PREFCommunication Channel PreferencessemadminsemadminIDID,semadminsemadminCommChanPrefActionSetsemadminsemadminImportAuthorCommChanPrefssemadminsemadminMassUpdateAuthorCommChanPrefssemadminsemadminEditAuthorCommChanPrefssemadminsemadminCreateAuthorCommChanPrefssemadminsemadminExportDetermines whether a customer or prospect has opted in or opted out of communications.OPTIN or OPTOUT are valid codessemadminsemadminPreferencePREFERENCE,Use this first name to address customer/prospectsemadminsemadminFirstNameFIRST_NAME,The communication vehicle, e.g. email, phone call, or mailingsemadminsemadminCommunicationTypeCOMMUNICATION_TYPE,Use Channel Frequency to determine how frequently to connect with customers and prospects.QUARTER, MONTH, and WEEK to determine frequency of communications.semadminsemadminChannelFrequencyCHANNEL_FREQUENCY,images://mdi/cellphone-basic.svgsemadminsemadminCommChanPrefCommunication Channel PreferenceCommunication Channel PreferencessemadminsemadminCommChanPrefEO
semadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadmin1:1semadminsemadminCommChanPrefImportMastersCollectionCommunication Channel PreferencesemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadmin1:1semadminsemadminCommChanPrefCollectionCommunication PreferencessemMenuFieldsemadminsemadminsemMenuFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemadminsemadminCommChanPrefDisplayCardCASE WHEN CommunicationType = 'EMAIL' THEN Person.CleansedEmail WHEN CommunicationType = 'PHONE' THEN Person.StandardizedPhone WHEN CommunicationType = 'MAILING' THEN Person.Address ELSE FirstName -ENDPreferencesemadminsemadminManageDuplicatesOnCommChanPrefsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminCommChanPrefFormimages://mdi/cellphone-basic.svgsemadminsemadmin200pxCommChanPref1semTextFieldsemadminsemadminsemMenuFieldsemadminsemadminCommunicationTypeCommunicationType1semadminsemadminauthoringModeautosemadminsemadminlabelPositionleftsemadminsemadminlabelColorsemadminsemadminlistSourceTypesemadminsemadminiconsemadminsemadminlabelTypographycaptionsemadminsemadmindisplayFormatsemadminsemadminiconColorsemadminsemadmintextColorsemadminsemadminlabelTextAlignrightsemadminsemadmincontentBackgroundColorsemadminsemadminuseAvatarInMenusemadminsemadminisLabelVisible1semadminsemadminhelperTextsemadminsemadminlistSourceItemssemadminsemadminlistSortnonesemadminsemadmintextTypographybody-1semadminsemadmintextAlignleftsemMenuFieldsemadminsemadminsemIdFieldsemadminsemadminsemReferenceFieldsemadminsemadminsemMenuFieldsemadminsemadminStrategies for matching customer 's communication channel preferences -semadminsemadminRecord1.Person.Gold_ID = Record2.Person.Gold_ID -AND Record1.CommunicationType = Record2.CommunicationTypesemadminsemadminDeduplicateCommunicationTypessemadminsemadminAuthorCommChanPrefssemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminCommChanPrefsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminCommChanPrefssemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminIdSurvivorshipRulesemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminDefaultRuleFirstNamesemadminsemadminChannelFrequencysemadminsemadminCommunicationTypesemadminsemadminPersonsemadminsemadminPreferencesemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadmin
images://mdi/ticket-account.svgsemadminsemadminPersonProductPERSON_PRODUCTPerson ProductsCOALESCE(FID_Product || '_' || FID_Person,'abc123')semadminsemadminIDID,semadminsemadminPersonProductActionSetsemadminsemadminImportAuthorPersonProductssemadminsemadminMassUpdateAuthorPersonProductssemadminsemadminCreateAuthorPersonProductssemadminsemadminExportsemadminsemadminEditAuthorPersonProductssemadminsemadminDeletesemadminsemadminBrowseGraphsemadminsemadminPurchaseDatePURCHASE_DATE,semadminsemadminRegistrationDateREGISTRATION_DATE,images://mdi/ticket-account.svgsemadminsemadminPersonProductPerson ProductPerson ProductssemadminsemadminPersonProductEO
semadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadmin1:1semadminsemadminPersonProductBrowseCollectionPerson ProductsemIdFieldsemadminsemadminsemReferenceFieldsemadminsemadminsemReferenceFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadmin1:1semadminsemadminPersonProductImportCollectionsemTextFieldsemadminsemadminsemIdFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminIDsemadminsemadminPersonProductDisplayCardFDN_ProductFDN_PersonsemadminsemadminPersonProductFormimages://mdi/ticket-account.svgsemadminsemadminPersonProduct1semDatepickerFieldsemadminsemadminsemIdFieldsemadminsemadminsemReferenceFieldsemadminsemadminsemReferenceFieldsemadminsemadminsemDatepickerFieldsemadminsemadminsemadminsemadminAuthorPersonProductssemadminsemadminsemadminsemadminsemadminsemadminPersonProductsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminPersonProductssemadminsemadminsemadminsemadmin
images://mdi/tag-faces.svgsemadminsemadminNicknameNICKNAMENicknamessemadminsemadminGivenNameGIVEN_NAME,semadminsemadminNicknameActionSetsemadminsemadminDeletesemadminsemadminBrowseGraphsemadminsemadminEditAuthorNicknamessemadminsemadminMassUpdateAuthorNicknamessemadminsemadminImportAuthorNicknamessemadminsemadminCreateAuthorNicknamessemadminsemadminExportsemadminsemadminTopNicknameTOP_NICKNAME,semadminsemadminAllNicknamesALL_NICKNAMES,images://mdi/tag-faces.svgsemadminsemadminNicknameNicknameNicknamessemadminsemadminNicknameEO
semadminsemadminsemadminsemadminsemadminsemadminsemadminsemadmin1:1semadminsemadminNicknameCollectionNicknamesemIdFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemadminsemadminNicknameDisplayCardTopNicknameGivenNamesemadminsemadminNicknameFormimages://mdi/tag-faces.svgsemadminsemadminNickname1semTextFieldsemadminsemadminsemIdFieldsemadminsemadminsemTextFieldsemadminsemadminsemadminsemadminAuthorNicknamessemadminsemadminNicknamesemadminsemadminNicknames
images://mdi/people.svgsemadminsemadminPersonPERSONCustomerssemadminsemadminIDID,semadminsemadminInvalidEmailcom.semarchy.engine.plugins.convergence.emailThis email from the source system is invalid. Check it for errors.SourceEmailEMAIL_ADDRESSsemadminsemadminsemadminsemadminPARAM_OFFLINEsemadminsemadminVALID_PARAM_DSNAMEsemadminsemadminPROCESSING_MODEsemadminsemadminACCEPTED_DOMAINSVALID_DOMAINSsemadminsemadminPersonConfirmMatchesActionSetsemadminsemadminDirectConfirmDuplicatessemadminsemadminMergeOrSplitDuplicatesManageDuplicatesOnPersonsemadminsemadminReviewAndConfirmDuplicatesManageDuplicatesOnPersonsemadminsemadminPersonMasterActionSetsemadminsemadminMergeOrSplitDuplicatesManageDuplicatesOnPersonsemadminsemadminExportsemadminsemadminMassUpdateAuthorPersonssemadminsemadminEditAuthorPersonssemadminsemadminDirectConfirmDuplicatessemadminsemadminCreateAuthorPersonssemadminsemadminExplainRecordsemadminsemadminReviewAndConfirmDuplicatesManageDuplicatesOnPersonsemadminsemadminReviewSuggestionsDuplicatesManageDuplicatesOnPersonsemadminsemadminImportAuthorPersonssemadminsemadminBrowseGraphsemadminsemadminPersonReviewSuggestionsActionSetsemadminsemadminReviewSuggestionsDuplicatesManageDuplicatesOnPersonsemadminsemadminMergeOrSplitDuplicatesManageDuplicatesOnPersonsemadminsemadminPersonGoldenActionSetsemadminsemadminExportsemadminsemadminImportAuthorPersonssemadminsemadminReviewAndConfirmDuplicatesManageDuplicatesOnPersonsemadminsemadminMergeOrSplitDuplicatesManageDuplicatesOnPersonsemadminsemadminEditAuthorPersonssemadminsemadminReviewSuggestionsDuplicatesManageDuplicatesOnPersonsemadminsemadminDeleteDataStewardsemadminsemadminExplainRecordsemadminsemadminBrowseGraphsemadminsemadminMassUpdateAuthorPersonssemadminsemadminStandardizedPhoneSTANDARDIZED_PHONE,First name transformed using the phonetic metaphone algorithmsemadminsemadminPhoneticFirstNamePHONETIC_FIRST_NAME,semadminsemadminNormalizedStreetNORMALIZED_STREET,semadminsemadminNormalizedLastNameNORMALIZED_LAST_NAME,semadminsemadminNormalizedCityNORMALIZED_CITY,semadminsemadminNormalizedStateNORMALIZED_STATE,semadminsemadminCleansedEmailCLEANSED_EMAIL,semadminsemadminMemberIDMEMBER_ID,A customer's surnamesemadminsemadminLastNameLAST_NAME,Status of a customer based on lifetime purchases, flags VIP customerssemadminsemadminValueStatusVALUE_STATUS,Most common nickname for this given name–used for matchingsemadminsemadminNicknameNICKNAME,semadminsemadminValidEmailDomainVALID_EMAIL_DOMAIN,A customer's given name–an informal name or nickname is commonly usedsemadminsemadminFirstNameFIRST_NAME,Last name transformed using the phonetic metaphone algorithmsemadminsemadminPhoneticLastNamePHONETIC_LAST_NAME,Optional–used both for segmentation and to send birthday cards and special offerssemadminsemadminDateOfBirthDATE_OF_BIRTH,semadminsemadminSourcePhoneSOURCE_PHONE,semadminsemadminNormalizedFirstNameNORMALIZED_FIRST_NAME,semadminsemadminSourceEmailSOURCE_EMAIL,semadminsemadminPhoneGeocodingDataPHONE_GEOCODING_DATA,Prospect or customersemadminsemadminPersonTypePERSON_TYPE,images://mdi/people.svgsemadminsemadminPersonCustomerCustomerssemadminsemadminCommunicationChannelsPreferences
semadminsemadminsemadminsemadminPersonProductsemadminsemadminsemadminsemadminsemadminsemadminPersonEOsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadmin1images://mdi/puzzle.svgsemadminsemadmin1images://mdi/package-variant.svgsemadminsemadminPersonProductsProductsPersonProducts11images://mdi/cellphone-basic.svgsemadminsemadminCommunicationChannelCommunicationsCommunicationChannelPreferences1semadminsemadminPersonsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminHasSuggestedMerge = '1'images://mdi/account-alert.svgsemadminsemadminReviewSuggestionsReview SuggestionsReview SuggestionssemadminsemadminPersonsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadmin0images://mdi/puzzle.svgsemadminsemadminMastersCount > 1 -AND ConfirmationStatus != 'CONFIRMED'images://mdi/account-check.svgsemadminsemadminConfirmMatchesConfirm MatchConfirm MatchessemadminsemadminPersonsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadmin0images://mdi/puzzle.svgsemadminsemadmin1:1semadminsemadminPersonReviewSuggestionsCollectionCustomersemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemIdFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadmin1:1semadminsemadminPersonConfirmMatchesCollectionCustomersemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemIdFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadmin1:1semadminsemadminPersonImportGoldensCollectionCustomersemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminAddress_PostalCodeAddress.PostalCodesemadminsemadmindisplayFormatsemadminsemadmintextColorsemadminsemadmincellBackgroundColorsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminAddress_StreetAddress.StreetsemadminsemadmincellBackgroundColorsemadminsemadmindisplayFormatsemadminsemadmintextColorsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminAddress_CityAddress.CitysemadminsemadmincellBackgroundColorsemadminsemadmintextColorsemadminsemadmindisplayFormatsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminAddress_StateAddress.StatesemadminsemadmindisplayFormatsemadminsemadmintextColorsemadminsemadmincellBackgroundColorsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminAddress_CountryAddress.CountrysemadminsemadmincellBackgroundColorsemadminsemadmintextColorsemadminsemadmindisplayFormatsemTextFieldsemadminsemadminsemTextFieldsemadminsemadmin1:1semadminsemadminPersonBrowseGoldenCollectionCustomersemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemIdFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadmin1:1semadminsemadminPersonImportMastersCollectionCustomersemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminAddress_CountryAddress.CountrysemadminsemadmincellBackgroundColorsemadminsemadmindisplayFormatsemadminsemadmintextColorsemTextFieldsemadminsemadminAddress_StreetAddress.StreetsemadminsemadmindisplayFormatsemadminsemadmincellBackgroundColorsemadminsemadmintextColorsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminAddress_PostalCodeAddress.PostalCodesemadminsemadmindisplayFormatsemadminsemadmincellBackgroundColorsemadminsemadmintextColorsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminAddress_StateAddress.StatesemadminsemadmincellBackgroundColorsemadminsemadmintextColorsemadminsemadmindisplayFormatsemTextFieldsemadminsemadminAddress_CityAddress.CitysemadminsemadmintextColorsemadminsemadmindisplayFormatsemadminsemadmincellBackgroundColorsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadmin1:1semadminsemadminPersonBrowseMasterCollectionCustomersemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemIdFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemCheckboxFieldsemadminsemadminsemTextFieldsemadminsemadminsemadminsemadminAddressADDsemadminsemadminPersonDisplayCardFirstName || ' ' || LastNameCOALESCE( CleansedEmail, StandardizedPhone, Address )semadminsemadminReviewPersonDisplayCardFirstName || ' ' || LastNameSEM_TO_CHAR(ID)semadminsemadminReviewSuggestionsOnPersonsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminConfirmMatchesOnPersonsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminPhonetizeFirstNamePcom.semarchy.engine.plugins.convergence.textFirstNameIN_TEXTsemadminsemadminPhoneticFirstNamesemadminsemadminOUT_TRANSFORMED_TEXTsemadminsemadminPARAM_TRANSFO_TYPEPHONETIC METAPHONENickname IS NULLIn cases where a name doesn't have a nickname, take the original first name, for matching reasons.semadminsemadminFillInUnknownNicknamesNicknameLOWER ( FirstName )semadminsemadminsemadminsemadminStandardizePhonePcom.semarchy.engine.plugins.convergence.phoneSourcePhoneIN_PHONEsemadminsemadminCOALESCE( Address.Country, 'US' )IN_COUNTRY_CODEsemadminsemadmin'US'IN_REGION_CALLING_FROMsemadminsemadmin'NATIONAL'IN_PHONE_FORMATsemadminsemadminStandardizedPhonesemadminsemadminENRICHED_PHONEPhoneGeocodingDatasemadminsemadminGEOCODE_DATAsemadminsemadminCleanseEmailPcom.semarchy.engine.plugins.convergence.emailSourceEmailIN_EMAIL_ADDRESSsemadminsemadminValidEmailDomainsemadminsemadminOUT_CLEANSED_HOST_VALIDCleansedEmailsemadminsemadminOUT_CLEANSED_EMAILsemadminsemadminPhonetizeLastNamePcom.semarchy.engine.plugins.convergence.textLastNameIN_TEXTsemadminsemadminPhoneticLastNamesemadminsemadminOUT_TRANSFORMED_TEXTsemadminsemadminPARAM_TRANSFO_TYPEPHONETIC METAPHONEsemadminsemadminNormalizeNamePcom.semarchy.engine.plugins.convergence.personname.personNameEnricherCOALESCE( Address.Country, 'US' )COUNTRY_CODEsemadminsemadminFirstName || ' ' || LastNamePERSON_NAMEsemadminsemadminNormalizedFirstNamesemadminsemadminGIVEN_NAMENormalizedLastNamesemadminsemadminSURNAMEsemadminsemadminSURNAME_POSITIONSURNAME_LASTsemadminsemadminCASE_TRANSFORMATIONLOWER_CASEsemadminsemadminLookupNicknamePcom.semarchy.engine.plugins.convergence.lookupLOWER( COALESCE( NormalizedFirstName, FirstName) )IN_LOOKUP_VALUEsemadminsemadminNicknamesemadminsemadminOUT_RESULT1semadminsemadminPARAM_CACHENO_CACHEsemadminsemadminPARAM_MAPPING_TABLEGD_NICKNAMEsemadminsemadminPARAM_OUTPUT_COLUMNSTOP_NICKNAMEsemadminsemadminPARAM_LOOKUP_COLUMNGIVEN_NAMEsemadminsemadminNormalizeAddressNormalizedStreetreplace( - replace( - replace( - replace( - replace( - replace( - replace( - regexp_replace( - upper(Address.Street) - , '[,\.\*]+$' /* find trailing punctuation */ - , '' /* remove it */ - ) - ,'SUITE' - ,'STE' - ) - ,'PARKWAY' - ,'PKWY' - ) - ,'DRIVE' - ,'DR' - ) - ,'STREET' - ,'ST' - ) - ,'BOULEVARD' - ,'BLVD' - ) - ,'AVENUE' - ,'AVE' - ) - ,'ROAD' - ,'RD' -)semadminsemadminNormalizedState/* standardize states and format for consistency */ +ENDPreferencesemadminsemadminManageDuplicatesOnCommChanPrefsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminCommChanPrefFormimages://mdi/cellphone-basic.svgsemadminsemadmin200pxCommChanPref1semMenuFieldsemadminsemadminsemReferenceFieldsemadminsemadminsemTextFieldsemadminsemadminsemIdFieldsemadminsemadminsemMenuFieldsemadminsemadminCommunicationTypeCommunicationType1semadminsemadminlabelTypographycaptionsemadminsemadmintextTypographybody-1semadminsemadminhelperTextsemadminsemadmintextColorsemadminsemadminuseAvatarInMenusemadminsemadminiconsemadminsemadminlistSourceItemssemadminsemadmindisplayFormatsemadminsemadminauthoringModeautosemadminsemadmintextAlignleftsemadminsemadminlabelPositionleftsemadminsemadminlistSortnonesemadminsemadminlabelTextAlignrightsemadminsemadminlabelColorsemadminsemadminisLabelVisible1semadminsemadmincontentBackgroundColorsemadminsemadminiconColorsemadminsemadminlistSourceTypesemMenuFieldsemadminsemadminStrategies for matching customer 's communication channel preferences +semadminsemadminRecord1.Person.Gold_ID = Record2.Person.Gold_ID +AND Record1.CommunicationType = Record2.CommunicationTypesemadminsemadminDeduplicateCommunicationTypessemadminsemadminAuthorCommChanPrefssemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminCommChanPrefsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminCommChanPrefssemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminDefaultRuleCommunicationTypesemadminsemadminPersonsemadminsemadminChannelFrequencysemadminsemadminFirstNamesemadminsemadminPreferencesemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminIdSurvivorshipRulesemadminsemadminsemadminsemadminsemadminsemadmin
images://mdi/people.svgsemadminsemadminPersonPERSONCustomerssemadminsemadminIDID,semadminsemadminInvalidEmailcom.semarchy.engine.plugins.convergence.emailThis email from the source system is invalid. Check it for errors.SourceEmailEMAIL_ADDRESSsemadminsemadminsemadminsemadminVALID_PARAM_DSNAMEsemadminsemadminPARAM_OFFLINEsemadminsemadminACCEPTED_DOMAINSVALID_DOMAINSsemadminsemadminPROCESSING_MODEsemadminsemadminPersonConfirmMatchesActionSetsemadminsemadminReviewAndConfirmDuplicatesManageDuplicatesOnPersonsemadminsemadminMergeOrSplitDuplicatesManageDuplicatesOnPersonsemadminsemadminDirectConfirmDuplicatessemadminsemadminPersonGoldenActionSetsemadminsemadminEditAuthorPersonssemadminsemadminBrowseGraphsemadminsemadminExplainRecordsemadminsemadminMergeOrSplitDuplicatesManageDuplicatesOnPersonsemadminsemadminMassUpdateAuthorPersonssemadminsemadminReviewAndConfirmDuplicatesManageDuplicatesOnPersonsemadminsemadminReviewSuggestionsDuplicatesManageDuplicatesOnPersonsemadminsemadminImportAuthorPersonssemadminsemadminExportsemadminsemadminDeleteDataStewardsemadminsemadminPersonReviewSuggestionsActionSetsemadminsemadminMergeOrSplitDuplicatesManageDuplicatesOnPersonsemadminsemadminReviewSuggestionsDuplicatesManageDuplicatesOnPersonsemadminsemadminPersonMasterActionSetsemadminsemadminReviewSuggestionsDuplicatesManageDuplicatesOnPersonsemadminsemadminDirectConfirmDuplicatessemadminsemadminBrowseGraphsemadminsemadminImportAuthorPersonssemadminsemadminCreateAuthorPersonssemadminsemadminMassUpdateAuthorPersonssemadminsemadminMergeOrSplitDuplicatesManageDuplicatesOnPersonsemadminsemadminEditAuthorPersonssemadminsemadminExportsemadminsemadminReviewAndConfirmDuplicatesManageDuplicatesOnPersonsemadminsemadminExplainRecordFirst name transformed using the phonetic metaphone algorithmsemadminsemadminPhoneticFirstNamePHONETIC_FIRST_NAME,Status of a customer based on lifetime purchases, flags VIP customerssemadminsemadminValueStatusVALUE_STATUS,Last name transformed using the phonetic metaphone algorithmsemadminsemadminPhoneticLastNamePHONETIC_LAST_NAME,semadminsemadminSourceEmailSOURCE_EMAIL,semadminsemadminNormalizedFirstNameNORMALIZED_FIRST_NAME,semadminsemadminPhoneGeocodingDataPHONE_GEOCODING_DATA,Prospect or customersemadminsemadminPersonTypePERSON_TYPE,semadminsemadminCleansedEmailCLEANSED_EMAIL,semadminsemadminStandardizedPhoneSTANDARDIZED_PHONE,Most common nickname for this given name–used for matchingsemadminsemadminNicknameNICKNAME,semadminsemadminSourcePhoneSOURCE_PHONE,A customer's surnamesemadminsemadminLastNameLAST_NAME,semadminsemadminNormalizedStreetNORMALIZED_STREET,semadminsemadminValidEmailDomainVALID_EMAIL_DOMAIN,A customer's given name–an informal name or nickname is commonly usedsemadminsemadminFirstNameFIRST_NAME,semadminsemadminNormalizedCityNORMALIZED_CITY,semadminsemadminMemberIDMEMBER_ID,Optional–used both for segmentation and to send birthday cards and special offerssemadminsemadminDateOfBirthDATE_OF_BIRTH,semadminsemadminNormalizedLastNameNORMALIZED_LAST_NAME,semadminsemadminNormalizedStateNORMALIZED_STATE,HasSuggestedMerge = '1'images://mdi/account-alert.svgsemadminsemadminReviewSuggestionsReview SuggestionsReview SuggestionssemadminsemadminPerson
semadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadmin0images://mdi/puzzle.svgsemadminsemadminimages://mdi/people.svgsemadminsemadminPersonCustomerCustomerssemadminsemadminPersonsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminPersonEOsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadmin1images://mdi/puzzle.svgsemadminsemadmin1images://mdi/cellphone-basic.svgsemadminsemadminCommunicationChannelCommunicationsCommunicationChannelPreferences11images://mdi/package-variant.svgsemadminsemadminPersonProductsProductsPersonProducts1semadminsemadminPersonProductsemadminsemadminsemadminsemadminsemadminsemadminCommunicationChannelsPreferencessemadminsemadminMastersCount > 1 +AND ConfirmationStatus != 'CONFIRMED'images://mdi/account-check.svgsemadminsemadminConfirmMatchesConfirm MatchConfirm MatchessemadminsemadminPersonsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadmin0images://mdi/puzzle.svgsemadminsemadmin1:1semadminsemadminPersonImportMastersCollectionCustomersemTextFieldsemadminsemadminAddress_CountryAddress.CountrysemadminsemadmincellBackgroundColorsemadminsemadmintextColorsemadminsemadmindisplayFormatsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminAddress_CityAddress.CitysemadminsemadmincellBackgroundColorsemadminsemadmindisplayFormatsemadminsemadmintextColorsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminAddress_PostalCodeAddress.PostalCodesemadminsemadmindisplayFormatsemadminsemadmincellBackgroundColorsemadminsemadmintextColorsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminAddress_StreetAddress.StreetsemadminsemadmincellBackgroundColorsemadminsemadmintextColorsemadminsemadmindisplayFormatsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminAddress_StateAddress.StatesemadminsemadmintextColorsemadminsemadmincellBackgroundColorsemadminsemadmindisplayFormatsemTextFieldsemadminsemadmin1:1semadminsemadminPersonBrowseMasterCollectionCustomersemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemCheckboxFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemIdFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadmin1:1semadminsemadminPersonConfirmMatchesCollectionCustomersemIdFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadmin1:1semadminsemadminPersonImportGoldensCollectionCustomersemTextFieldsemadminsemadminAddress_PostalCodeAddress.PostalCodesemadminsemadmincellBackgroundColorsemadminsemadmindisplayFormatsemadminsemadmintextColorsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminAddress_StreetAddress.StreetsemadminsemadmincellBackgroundColorsemadminsemadmintextColorsemadminsemadmindisplayFormatsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminAddress_CountryAddress.CountrysemadminsemadmindisplayFormatsemadminsemadmincellBackgroundColorsemadminsemadmintextColorsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminAddress_StateAddress.StatesemadminsemadmindisplayFormatsemadminsemadmintextColorsemadminsemadmincellBackgroundColorsemTextFieldsemadminsemadminAddress_CityAddress.CitysemadminsemadmintextColorsemadminsemadmincellBackgroundColorsemadminsemadmindisplayFormatsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadmin1:1semadminsemadminPersonBrowseGoldenCollectionCustomersemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemIdFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadmin1:1semadminsemadminPersonReviewSuggestionsCollectionCustomersemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemIdFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemadminsemadminAddressADDsemadminsemadminPersonDisplayCardFirstName || ' ' || LastNameCOALESCE( CleansedEmail, StandardizedPhone, Address )semadminsemadminReviewPersonDisplayCardFirstName || ' ' || LastNameSEM_TO_CHAR(ID)semadminsemadminConfirmMatchesOnPersonsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminReviewSuggestionsOnPersonsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminNormalizeAddressNormalizedState/* standardize states and format for consistency */ UPPER( case when Address.State = 'AL' then 'Alabama' @@ -93,25 +61,53 @@ case when Address.State = 'WY' then 'Wyoming' else Address.State end -)semadminsemadminNormalizedCityUPPER( Address.City )semadminsemadminsemadminsemadminPersonReviewSuggestionsFormsemadminsemadminContainer3semadminsemadminContainer11semadminsemadminBasicInfo1semadminsemadmin200pxContainer1semadminsemadminContainer12semadminsemadminAddress1semadminsemadminContainer4semadminsemadmin200pxNameInfo1semadminsemadminContainer13semadminsemadminContainer2semadminsemadminEmailPhone1images://mdi/account-outline.svgsemadminsemadminPerson1semTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemIdFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminEnrichedName'These values are used for helping match customers.'1semadminsemadminlabelTypographycaptionsemadminsemadmintextAlignleftsemadminsemadminisCharCounterVisible0semadminsemadminisLabelVisible0semadminsemadmintextTypographybody-1semadminsemadminiconsemadminsemadmintextColormd:greysemadminsemadmineditingFormatsemadminsemadminlabelPositionleftsemadminsemadmincontentBackgroundColorsemadminsemadminlabelTextAlignrightsemadminsemadminiconColorsemadminsemadminauthoringModeautosemadminsemadminuseFloatingLabelsemadminsemadmindisplayFormatsemadminsemadminmultilineMinLines1semadminsemadminisMultiline0semadminsemadminhelperTextsemadminsemadminmultilineMaxLines3semadminsemadminlabelColorsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadmin
semadminsemadminPersonFormsemadminsemadminContainer17semadminsemadminContainer15semadminsemadminContainer6semadminsemadminContainer5semadminsemadmin200pxNameInfo1semadminsemadminContainer14semadminsemadminEmailPhone1semadminsemadminContainer16images://mdi/contact-mail.svgsemadminsemadminContactInfo1semadminsemadmin200pxContainer7images://mdi/account-outline.svgsemadminsemadminPerson1semadminsemadmin120pxBasicInfo1semadminsemadminAddress1semTextFieldsemadminsemadminValidEmailDomainCASE - WHEN ValidEmailDomain = '1' THEN 'YES' - ELSE 'NO' -END1semadminsemadmintextTypographybody-1semadminsemadmintextAlignleftsemadminsemadminisLabelVisible1semadminsemadminuseFloatingLabelsemadminsemadminhelperTextsemadminsemadminisMultiline0semadminsemadmindisplayFormatsemadminsemadminiconColorsemadminsemadminlabelTextAlignrightsemadminsemadminauthoringModeautosemadminsemadmincontentBackgroundColorsemadminsemadmintextColorsemadminsemadminmultilineMaxLines3semadminsemadminlabelPositionleftsemadminsemadminiconsemadminsemadmineditingFormatsemadminsemadminlabelTypographycaptionsemadminsemadminmultilineMinLines1semadminsemadminlabelColorsemadminsemadminisCharCounterVisible0semTextFieldsemadminsemadminProductsPurchasedLOOKUP +)semadminsemadminNormalizedStreetreplace( + replace( + replace( + replace( + replace( + replace( + replace( + regexp_replace( + upper(Address.Street) + , '[,\.\*]+$' /* find trailing punctuation */ + , '' /* remove it */ + ) + ,'SUITE' + ,'STE' + ) + ,'PARKWAY' + ,'PKWY' + ) + ,'DRIVE' + ,'DR' + ) + ,'STREET' + ,'ST' + ) + ,'BOULEVARD' + ,'BLVD' + ) + ,'AVENUE' + ,'AVE' + ) + ,'ROAD' + ,'RD' +)semadminsemadminNormalizedCityUPPER( Address.City )semadminsemadminsemadminsemadminPhonetizeLastNamePcom.semarchy.engine.plugins.convergence.textLastNameIN_TEXTsemadminsemadminPhoneticLastNamesemadminsemadminOUT_TRANSFORMED_TEXTsemadminsemadminPARAM_TRANSFO_TYPEPHONETIC METAPHONEsemadminsemadminPhonetizeFirstNamePcom.semarchy.engine.plugins.convergence.textFirstNameIN_TEXTsemadminsemadminPhoneticFirstNamesemadminsemadminOUT_TRANSFORMED_TEXTsemadminsemadminPARAM_TRANSFO_TYPEPHONETIC METAPHONEsemadminsemadminCleanseEmailPcom.semarchy.engine.plugins.convergence.emailSourceEmailIN_EMAIL_ADDRESSsemadminsemadminCleansedEmailsemadminsemadminOUT_CLEANSED_EMAILValidEmailDomainsemadminsemadminOUT_CLEANSED_HOST_VALIDsemadminsemadminLookupNicknamePcom.semarchy.engine.plugins.convergence.lookupLOWER( COALESCE( NormalizedFirstName, FirstName) )IN_LOOKUP_VALUEsemadminsemadminNicknamesemadminsemadminOUT_RESULT1semadminsemadminPARAM_CACHENO_CACHEsemadminsemadminPARAM_LOOKUP_COLUMNGIVEN_NAMEsemadminsemadminPARAM_MAPPING_TABLEGD_NICKNAMEsemadminsemadminPARAM_OUTPUT_COLUMNSTOP_NICKNAMENickname IS NULLIn cases where a name doesn't have a nickname, take the original first name, for matching reasons.semadminsemadminFillInUnknownNicknamesNicknameLOWER ( FirstName )semadminsemadminsemadminsemadminNormalizeNamePcom.semarchy.engine.plugins.convergence.personname.personNameEnricherCOALESCE( Address.Country, 'US' )COUNTRY_CODEsemadminsemadminFirstName || ' ' || LastNamePERSON_NAMEsemadminsemadminNormalizedLastNamesemadminsemadminSURNAMENormalizedFirstNamesemadminsemadminGIVEN_NAMEsemadminsemadminCASE_TRANSFORMATIONLOWER_CASEsemadminsemadminSURNAME_POSITIONSURNAME_LASTsemadminsemadminStandardizePhonePcom.semarchy.engine.plugins.convergence.phone'US'IN_REGION_CALLING_FROMsemadminsemadminSourcePhoneIN_PHONEsemadminsemadminCOALESCE( Address.Country, 'US' )IN_COUNTRY_CODEsemadminsemadmin'NATIONAL'IN_PHONE_FORMATsemadminsemadminPhoneGeocodingDatasemadminsemadminGEOCODE_DATAStandardizedPhonesemadminsemadminENRICHED_PHONEsemadminsemadminPersonFormsemadminsemadminContainer16semadminsemadminAddress1semadminsemadminContainer15semadminsemadminContainer5semadminsemadmin200pxContainer7images://mdi/account-outline.svgsemadminsemadminPerson1images://mdi/contact-mail.svgsemadminsemadminContactInfo1semadminsemadminContainer17semadminsemadminContainer14semadminsemadminEmailPhone1semadminsemadminContainer6semadminsemadmin200pxNameInfo1semadminsemadmin120pxBasicInfo1semTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminProductsPurchasedLOOKUP string_agg FDN_Product separated by ', ' from PersonProducts order by FDN_Product -END1semadminsemadminisCharCounterVisible0semadminsemadminlabelColorsemadminsemadminhelperTextsemadminsemadmincontentBackgroundColorsemadminsemadminuseFloatingLabelsemadminsemadminisLabelVisible1semadminsemadminlabelPositionleftsemadminsemadminiconsemadminsemadmintextAlignleftsemadminsemadminisMultiline1semadminsemadminiconColorsemadminsemadmindisplayFormatsemadminsemadminlabelTypographycaptionsemadminsemadmintextTypographybody-1semadminsemadmintextColorsemadminsemadminlabelTextAlignrightsemadminsemadminmultilineMinLines1semadminsemadminauthoringModeautosemadminsemadminmultilineMaxLines3semadminsemadmineditingFormatsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminEnrichedName'These values are used for helping match customers.'1semadminsemadminmultilineMinLines1semadminsemadmintextAlignleftsemadminsemadminlabelColorsemadminsemadminiconsemadminsemadmindisplayFormatsemadminsemadminisLabelVisible0semadminsemadminmultilineMaxLines3semadminsemadmincontentBackgroundColorsemadminsemadminauthoringModeautosemadminsemadminisMultiline0semadminsemadminisCharCounterVisible0semadminsemadminlabelTypographycaptionsemadminsemadmineditingFormatsemadminsemadminuseFloatingLabelsemadminsemadmintextColormd:greysemadminsemadminhelperTextsemadminsemadminlabelTextAlignrightsemadminsemadminiconColorsemadminsemadmintextTypographybody-1semadminsemadminlabelPositionleftsemIdFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadmin
semadminsemadminPersonConfirmMatchesFormsemadminsemadminAddress1semadminsemadminContainer10images://mdi/account-outline.svgsemadminsemadminPerson1semadminsemadminContainer8semadminsemadminContainer21semadminsemadminContainer19semadminsemadmin200pxContainer20semadminsemadminContainer18semadminsemadminBasicInfo1semadminsemadmin200pxNameInfo1semadminsemadminContainer9semadminsemadminEmailPhone1semTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminEnrichedName'These values are used for helping match customers.'1semadminsemadmindisplayFormatsemadminsemadmineditingFormatsemadminsemadminlabelColorsemadminsemadminlabelTextAlignrightsemadminsemadmintextAlignleftsemadminsemadminisLabelVisible0semadminsemadminuseFloatingLabelsemadminsemadminauthoringModeautosemadminsemadminiconsemadminsemadmintextColormd:greysemadminsemadminisMultiline0semadminsemadminisCharCounterVisible0semadminsemadminmultilineMinLines1semadminsemadminlabelPositionleftsemadminsemadmintextTypographybody-1semadminsemadminhelperTextsemadminsemadminlabelTypographycaptionsemadminsemadminiconColorsemadminsemadmincontentBackgroundColorsemadminsemadminmultilineMaxLines3semTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemIdFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadmin
Strategies for matching customer and prospect datasemadminsemadminmd:purple 900/*** Last Name exact match ***/ -Record1.NormalizedLastName = Record2.NormalizedLastName - -/*** Social Security Number exact match ***/ -AND Record1.MemberID = Record2.MemberIDIn the best case scenario, we match people with this rule: match on Name and Member ID across systems.semadminsemadminNormalizedLastNameMemberIDmd:purple 100Record1.CleansedEmail = Record2.CleansedEmailEmail is a strong match because most customers have a unique email But it could be share in a family situation so it's a useful suggestion.We match people based on the same Email, across systems.semadminsemadminExactEmailMatchmd:purple 200/*** Phonetic Name match ***/ +END
1semadminsemadmincontentBackgroundColorsemadminsemadmineditingFormatsemadminsemadminisCharCounterVisible0semadminsemadminisLabelVisible1semadminsemadmintextTypographybody-1semadminsemadmindisplayFormatsemadminsemadminmultilineMinLines1semadminsemadminiconsemadminsemadminlabelTextAlignrightsemadminsemadmintextColorsemadminsemadminlabelColorsemadminsemadmintextAlignleftsemadminsemadminlabelTypographycaptionsemadminsemadminhelperTextsemadminsemadminmultilineMaxLines3semadminsemadminauthoringModeautosemadminsemadminisMultiline1semadminsemadminuseFloatingLabelsemadminsemadminlabelPositionleftsemadminsemadminiconColor
semTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemIdFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminEnrichedName'These values are used for helping match customers.'1semadminsemadminauthoringModeautosemadminsemadminmultilineMinLines1semadminsemadmintextTypographybody-1semadminsemadminuseFloatingLabelsemadminsemadminlabelTextAlignrightsemadminsemadminisCharCounterVisible0semadminsemadmineditingFormatsemadminsemadminlabelTypographycaptionsemadminsemadmindisplayFormatsemadminsemadminmultilineMaxLines3semadminsemadmincontentBackgroundColorsemadminsemadminhelperTextsemadminsemadmintextAlignleftsemadminsemadminiconColorsemadminsemadminisMultiline0semadminsemadmintextColormd:greysemadminsemadminlabelColorsemadminsemadminlabelPositionleftsemadminsemadminiconsemadminsemadminisLabelVisible0semTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminValidEmailDomainCASE + WHEN ValidEmailDomain = '1' THEN 'YES' + ELSE 'NO' +END1semadminsemadmintextColorsemadminsemadmincontentBackgroundColorsemadminsemadminisCharCounterVisible0semadminsemadminlabelTextAlignrightsemadminsemadminlabelPositionleftsemadminsemadminmultilineMinLines1semadminsemadminisLabelVisible1semadminsemadminlabelColorsemadminsemadminuseFloatingLabelsemadminsemadminlabelTypographycaptionsemadminsemadmintextTypographybody-1semadminsemadmineditingFormatsemadminsemadminiconColorsemadminsemadminmultilineMaxLines3semadminsemadmindisplayFormatsemadminsemadminiconsemadminsemadminauthoringModeautosemadminsemadminisMultiline0semadminsemadminhelperTextsemadminsemadmintextAlignleftsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadmin
semadminsemadminPersonReviewSuggestionsFormsemadminsemadminAddress1images://mdi/account-outline.svgsemadminsemadminPerson1semadminsemadminContainer4semadminsemadminContainer12semadminsemadmin200pxContainer1semadminsemadmin200pxNameInfo1semadminsemadminContainer3semadminsemadminEmailPhone1semadminsemadminContainer13semadminsemadminContainer2semadminsemadminBasicInfo1semadminsemadminContainer11semTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemIdFieldsemadminsemadminsemTextFieldsemadminsemadminEnrichedName'These values are used for helping match customers.'1semadminsemadminmultilineMaxLines3semadminsemadminmultilineMinLines1semadminsemadmintextAlignleftsemadminsemadminisCharCounterVisible0semadminsemadmincontentBackgroundColorsemadminsemadmindisplayFormatsemadminsemadminlabelPositionleftsemadminsemadminhelperTextsemadminsemadminlabelColorsemadminsemadminiconColorsemadminsemadminiconsemadminsemadmintextColormd:greysemadminsemadmineditingFormatsemadminsemadminuseFloatingLabelsemadminsemadmintextTypographybody-1semadminsemadminisMultiline0semadminsemadminauthoringModeautosemadminsemadminisLabelVisible0semadminsemadminlabelTypographycaptionsemadminsemadminlabelTextAlignright
semadminsemadminPersonConfirmMatchesFormsemadminsemadminEmailPhone1semadminsemadminContainer10semadminsemadmin200pxNameInfo1semadminsemadminAddress1images://mdi/account-outline.svgsemadminsemadminPerson1semadminsemadminBasicInfo1semadminsemadminContainer8semadminsemadmin200pxContainer20semadminsemadminContainer9semadminsemadminContainer19semadminsemadminContainer18semadminsemadminContainer21semTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminEnrichedName'These values are used for helping match customers.'1semadminsemadminisCharCounterVisible0semadminsemadmintextColormd:greysemadminsemadmintextAlignleftsemadminsemadmintextTypographybody-1semadminsemadminlabelPositionleftsemadminsemadminauthoringModeautosemadminsemadmineditingFormatsemadminsemadminlabelColorsemadminsemadminiconsemadminsemadminmultilineMinLines1semadminsemadminlabelTypographycaptionsemadminsemadminiconColorsemadminsemadminlabelTextAlignrightsemadminsemadminmultilineMaxLines3semadminsemadmindisplayFormatsemadminsemadminhelperTextsemadminsemadminisLabelVisible0semadminsemadminisMultiline0semadminsemadminuseFloatingLabelsemadminsemadmincontentBackgroundColorsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemMenuFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemIdFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadmin
Strategies for matching customer and prospect datasemadminsemadminmd:purple 200/*** Phonetic Name match ***/ Record1.PhoneticFirstName = Record2.PhoneticFirstName AND Record1.PhoneticLastName = Record2.PhoneticLastName /*** Address match ***/ AND - (Record1.NormalizedStreet = Record2.NormalizedStreet + ((Record1.NormalizedStreet = Record2.NormalizedStreet AND Record1.NormalizedCity = Record2.NormalizedCity AND Record1.NormalizedState = Record2.NormalizedState AND coalesce(Record1.Address.PostalCode, 'default') = coalesce(Record2.Address.PostalCode, 'default') @@ -122,7 +118,7 @@ AND Record1.Address.Country = Record2.Address.Country OR (Record1.StandardizedPhone = Record2.StandardizedPhone AND Record1.CleansedEmail = Record2.CleansedEmail -)semadminsemadminPhoneticNameAddressEmailPhonemd:purple 700/*** Normalized Name or nickname exact match ***/ +))semadminsemadminPhoneticNameAddressEmailPhonemd:purple 400/*** Normalized Name or nickname exact match ***/ ( Record1.NormalizedFirstName = Record2.NormalizedFirstName OR Record1.Nickname = Record2.Nickname OR Record1.NormalizedFirstName = Record2.Nickname @@ -134,8 +130,12 @@ AND Record1.NormalizedLastName = Record2.NormalizedLastName /*** Date of birth exact match ***/ AND Record1.DateOfBirth = Record2.DateOfBirth -/*** Email exact match ***/ -AND Record1.CleansedEmail = Record2.CleansedEmailIn the "Normal Ideal" case, we match people with this rule: match on Name, Date of Birth, and Email, across systems.semadminsemadminNormalizedNameOrNicknameDOBEmailmd:purple 400/*** Normalized Name or nickname exact match ***/ +/*** Address match ***/ +AND Record1.StandardizedPhone = Record2.StandardizedPhoneIn this match case scenario, we match people with this rule: match on Name, Normalized Address, and Date of Birth across systems.semadminsemadminNormalizedNameOrNicknameDOBPhonemd:purple 900/*** Last Name exact match ***/ +Record1.NormalizedLastName = Record2.NormalizedLastName + +/*** Social Security Number exact match ***/ +AND Record1.MemberID = Record2.MemberIDIn the best case scenario, we match people with this rule: match on Name and Member ID across systems.semadminsemadminNormalizedLastNameMemberIDmd:purple 400/*** Normalized Name or nickname exact match ***/ ( Record1.NormalizedFirstName = Record2.NormalizedFirstName OR Record1.Nickname = Record2.Nickname OR Record1.NormalizedFirstName = Record2.Nickname @@ -144,11 +144,16 @@ AND Record1.CleansedEmail = Record2.CleansedEmailIn this match case scenario, we match people with this rule: match on Name, Normalized Address, and Date of Birth across systems.semadminsemadminNormalizedNameOrNicknameDOBPhonemd:purple 100/*** Matching on similar names, catching typos ***/ +AND Record1.NormalizedStreet = Record2.NormalizedStreet +AND Record1.NormalizedCity = Record2.NormalizedCity +AND Record1.NormalizedState = Record2.NormalizedState +AND coalesce(Record1.Address.PostalCode, 'default') = coalesce(Record2.Address.PostalCode, 'default') +AND Record1.Address.Country = Record2.Address.Country + +/*** Cleansed contact info ***/ +AND Record1.StandardizedPhone = Record2.StandardizedPhone +AND Record1.CleansedEmail = Record2.CleansedEmailsemadminsemadminNormalizedNameOrNicknameAddressEmailPhonemd:purple 100/*** Matching on similar names, catching typos ***/ Record1.NormalizedFirstName = Record2.NormalizedFirstName AND SEM_EDIT_DISTANCE_SIMILARITY( Record1.NormalizedLastName, Record2.NormalizedLastName ) > 80 @@ -159,7 +164,7 @@ AND SEM_EDIT_DISTANCE_SIMILARITY( Record1.NormalizedStreet, Record2.NormalizedS AND Record1.NormalizedCity = Record2.NormalizedCity AND Record1.NormalizedState = Record2.NormalizedState AND coalesce(Record1.Address.PostalCode, 'default') = coalesce(Record2.Address.PostalCode, 'default') -AND Record1.Address.Country = Record2.Address.CountryFuzzy matching rule to catch typos with name and address data entrysemadminsemadminSimilarLastNameAddressmd:purple 400/*** Normalized Name or nickname exact match ***/ +AND Record1.Address.Country = Record2.Address.CountryFuzzy matching rule to catch typos with name and address data entrysemadminsemadminSimilarLastNameAddressmd:purple 700/*** Normalized Name or nickname exact match ***/ ( Record1.NormalizedFirstName = Record2.NormalizedFirstName OR Record1.Nickname = Record2.Nickname OR Record1.NormalizedFirstName = Record2.Nickname @@ -168,17 +173,12 @@ AND Record1.Address.Country = Record2.Address.CountrysemadminsemadminNormalizedNameOrNicknameAddressEmailPhonesemadminsemadminPersonValueStatusSearchFormValueStatus = :SEARCH_PARAM_VALUE_STATUSSEARCH_PARAM_VALUE_STATUSValueStatussemadminsemadminValueStatusValueStatussemadminsemadminAuthorPersonssemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminCustomersemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminContactInfosemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminCustomerssemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminAddressRuleAddress.PostalCodesemadminsemadminAddress.CitysemadminsemadminAddress.CountrysemadminsemadminAddress.StreetsemadminsemadminAddress.StatesemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminDefaultRulesemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminEmailRuleValidEmailDomainsemadminsemadminCleansedEmailsemadminsemadminSourceEmailsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminDateOfBirthRuleDateOfBirthsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminPhoneRulePhoneGeocodingDatasemadminsemadminStandardizedPhonesemadminsemadminSourcePhonesemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminNameRulePhoneticLastNamesemadminsemadminLastNamesemadminsemadminNormalizedFirstNamesemadminsemadminPhoneticFirstNamesemadminsemadminNormalizedLastNamesemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminIdSurvivorshipRulesemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminMemberIDMemberIDsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadmin
images://mdi/package-variant.svgsemadminsemadminProductPRODUCTProductssemadminsemadminIDID,semadminsemadminProductActionSetsemadminsemadminMassUpdateAuthorProductssemadminsemadminBrowseGraphsemadminsemadminExportsemadminsemadminEditAuthorProductssemadminsemadminDeletesemadminsemadminImportAuthorProductssemadminsemadminCreateAuthorProductssemadminsemadminSalesUnitSALES_UNIT,semadminsemadminPricePRICE,semadminsemadminOriginORIGIN,semadminsemadminDescriptionDESCRIPTION,semadminsemadminProductNamePRODUCT_NAME,images://mdi/package-variant.svgsemadminsemadminProductProductProductssemadminsemadminProductEO
semadminsemadminsemadminsemadminsemadminsemadminsemadminsemadmin1:1semadminsemadminProductCollectionProductsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemIdFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemadminsemadminProductDisplayCardProductNamePricesemadminsemadminProductFormimages://mdi/package-variant.svgsemadminsemadminProduct1semTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemIdFieldsemadminsemadminimages://mdi/package-variant.svgsemadminsemadminAuthorProductssemadminsemadminProductsemadminsemadminProducts
semadminsemadminsemadminsemadminCustomerB2CDiagramsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemarchyAdminsemarchyAdminsemadminsemadminDataStewardDataStewardID = :QUERY_PARAM_IDsemadminsemadminPersonWithProductsCommPrefssemadminsemadminPersonProductsemadminsemadminProductProduct.ProductNamesemadminsemadminPurchaseDatePurchaseDatesemadminsemadminRegistrationDateRegistrationDatesemadminsemadminCommChanPrefsemadminsemadminCommunicationTypeCommunicationTypesemadminsemadminPreferencePreferencesemadminsemadminContactInformationCASE +/*** Email exact match ***/ +AND Record1.CleansedEmail = Record2.CleansedEmailIn the "Normal Ideal" case, we match people with this rule: match on Name, Date of Birth, and Email, across systems.semadminsemadminNormalizedNameOrNicknameDOBEmailmd:purple 100Record1.CleansedEmail = Record2.CleansedEmailEmail is a strong match because most customers have a unique email But it could be share in a family situation so it's a useful suggestion.We match people based on the same Email, across systems.semadminsemadminExactEmailMatchsemadminsemadminPersonValueStatusSearchFormValueStatus = :SEARCH_PARAM_VALUE_STATUSSEARCH_PARAM_VALUE_STATUSValueStatussemadminsemadminValueStatusValueStatussemadminsemadminAuthorPersonssemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminCustomerssemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminCustomersemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminContactInfosemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminDefaultRulesemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminAddressRuleAddress.StatesemadminsemadminAddress.CitysemadminsemadminAddress.PostalCodesemadminsemadminAddress.CountrysemadminsemadminAddress.StreetsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminNameRuleNormalizedFirstNamesemadminsemadminLastNamesemadminsemadminPhoneticFirstNamesemadminsemadminNormalizedLastNamesemadminsemadminPhoneticLastNamesemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminIdSurvivorshipRulesemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminEmailRuleSourceEmailsemadminsemadminCleansedEmailsemadminsemadminValidEmailDomainsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminMemberIDMemberIDsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminDateOfBirthRuleDateOfBirthsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminPhoneRuleSourcePhonesemadminsemadminPhoneGeocodingDatasemadminsemadminStandardizedPhonesemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminimages://mdi/package-variant.svgsemadminsemadminProductPRODUCTProductssemadminsemadminIDID,semadminsemadminProductActionSetsemadminsemadminMassUpdateAuthorProductssemadminsemadminDeletesemadminsemadminExportsemadminsemadminImportAuthorProductssemadminsemadminBrowseGraphsemadminsemadminEditAuthorProductssemadminsemadminCreateAuthorProductssemadminsemadminSalesUnitSALES_UNIT,semadminsemadminOriginORIGIN,semadminsemadminProductNamePRODUCT_NAME,semadminsemadminPricePRICE,semadminsemadminDescriptionDESCRIPTION,images://mdi/package-variant.svgsemadminsemadminProductProductProductssemadminsemadminProductEO
semadminsemadminsemadminsemadminsemadminsemadminsemadminsemadmin1:1semadminsemadminProductCollectionProductsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemIdFieldsemadminsemadminsemTextFieldsemadminsemadminsemadminsemadminProductDisplayCardProductNamePricesemadminsemadminProductFormimages://mdi/package-variant.svgsemadminsemadminProduct1semTextFieldsemadminsemadminsemIdFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminsemTextFieldsemadminsemadminimages://mdi/package-variant.svgsemadminsemadminAuthorProductssemadminsemadminProductssemadminsemadminProduct
semadminsemadminsemadminsemadminCustomerB2CDiagramsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemadminsemarchyAdminsemarchyAdminsemadminsemadminDataStewardDataStewardID = :QUERY_PARAM_IDsemadminsemadminPersonWithProductsCommPrefssemadminsemadminPersonProductsemadminsemadminProductProduct.ProductNamesemadminsemadminPurchaseDatePurchaseDatesemadminsemadminRegistrationDateRegistrationDatesemadminsemadminCommChanPrefsemadminsemadminCommunicationTypeCommunicationTypesemadminsemadminChannelFrequencyChannelFrequencysemadminsemadminContactInformationCASE WHEN CommunicationType = 'EMAIL' THEN Person.CleansedEmail WHEN CommunicationType = 'PHONE' THEN Person.StandardizedPhone ELSE Person.Address -ENDsemadminsemadminChannelFrequencyChannelFrequencysemadminsemadminPersonsemadminsemadminPersonTypePersonTypesemadminsemadminFirstNameNormalizedFirstNamesemadminsemadminLastNameNormalizedLastNamesemadminsemadminCommunicationChannelPreferencesCommunicationChannelPreferencessemadminsemadminProductsPersonProductssemadminsemadminNicknameNicknamesemadminsemadminIDIDQUERY_PARAM_IDsemadminsemadminIDMKTmd:bluesemadminsemadminMarketingERPmd:greensemadminsemadminERPCRMmd:redsemadminsemadminCRMCommunication Channel PreferenceCommunicationChannelPreferencesCommunication Channel PreferencessemadminsemadminCommunicationChannelPreferencesPersonCOMMUNICATION_CHANNEL_PREPersonPersonPERSONsemadminsemadminPersonPERSONPerson ProductPersonProductsPerson ProductssemadminsemadminPersonProductsPersonPERSON_PRODUCTS_PERSONPersonPersonPERSONsemadminsemadminPersonPERSONPerson ProductPersonProductsPerson ProductssemadminsemadminPersonProductsProductPERSON_PRODUCTS_PRODUCTProductProductPRODUCTsemadminsemadminProductPRODUCTsemadminsemadmin
{"e2eTests":[],"workflowDefinitions":[],"x-spec-version":"1.12"}
\ No newline at end of file +ENDsemadminsemadminPreferencePreferencesemadminsemadminPersonsemadminsemadminFirstNameNormalizedFirstNamesemadminsemadminProductsPersonProductssemadminsemadminNicknameNicknamesemadminsemadminPersonTypePersonTypesemadminsemadminLastNameNormalizedLastNamesemadminsemadminCommunicationChannelPreferencesCommunicationChannelPreferencessemadminsemadminIDIDQUERY_PARAM_IDsemadminsemadminIDERPmd:greensemadminsemadminERPCRMmd:redsemadminsemadminCRMMKTmd:bluesemadminsemadminMarketingPerson ProductPersonProductsPerson ProductssemadminsemadminPersonProductsProductPERSON_PRODUCTS_PRODUCTProductProductPRODUCTsemadminsemadminProductPRODUCTCommunication Channel PreferenceCommunicationChannelPreferencesCommunication Channel PreferencessemadminsemadminCommunicationChannelPreferencesPersonCOMMUNICATION_CHANNEL_PREPersonPersonPERSONsemadminsemadminPersonPERSONPerson ProductPersonProductsPerson ProductssemadminsemadminPersonProductsPersonPERSON_PRODUCTS_PERSONPersonPersonPERSONsemadminsemadminPersonPERSONsemadminsemadmin{"e2eTests":[],"workflowDefinitions":[],"x-spec-version":"1.12"} \ No newline at end of file