Note: Options on the Constituent matching tab do not apply if the feature is not turned on via the Enable/disable matching configuration task in Administration.
On the Constituent matching tab under Configure options, use the threshold settings to define three percentage ranges or "thresholds" for match confidences that determine when incoming records are matches, possible matches, or not matches based on their match scores. Match confidence compares field values from the new record with existing records and assigns match scores for fields weighted by field type. Match confidence is calculated based on the degree of similarity between the first names, last/organization names, middle names, suffixes, titles, addresses, and zip codes. For more information about how match confidence scores are calculated, see the Administration Guide.
Note: The Constituent matching tab is available for Constituent Update batch templates.
The program performs different actions for each threshold as described in this table:
|
Screen Item |
Description |
|
Use global settings |
When you select Use global settings, matching thresholds default from the Constituent Matching Settings page in Administration. If you update the matching settings in Administration, the program updates the settings on this batch template accordingly. |
|
Check for records that match existing constituents |
To set different matching settings for a batch template, clear Use global settings, select Check for records that match existing constituents, and then adjust the thresholds. |
|
Process automatically |
Edit the percentage range for the Matched constituents threshold. Batch records with match scores in this range likely match records that already exist in the database. When the program finds a match, it automatically assigns the record ID from the existing record to the matched record in the batch. This process occurs behind the scenes and requires no actions from users. Note: For Constituent Update batches, the program may update the existing constituent with information from the incoming constituent according to the constituent update rules. For more information, see the Administration Guide. You can clear Process automatically to turn off automatic updates. |
|
Review matches |
Edit the percentage range for the Possible matches threshold. Batch records with match scores in this range are similar enough to existing records to be possible matches, but different enough to require manual review. The program prompts you to compare the matched constituents and to choose whether to update the existing record or create a new one for the incoming constituent. For more information about how to compare records on the duplicate resolution screen, see Resolve Duplicate Constituents in a Batch. You can clear Review matches to turn off manual reviews. |
|
Create new record |
The percentage range for the Create new record threshold is based on your settings for the upper thresholds. Batch records with match scores in this range probably do not match an existing record. The program creates a new record behind the scenes and requires no actions from users. |