AutoMatch

As of version 2.93, AutoMatch replaces BulkAddDuplicateRecordCheck.

 

Typical User Workflow Surrounding Matching Duplicates with AutoMatch

End user enters threshold settings for match confidences

 

The AutoMatch element allows the configuration of auto match rules for the batch type. There are X major sections to implement for AutoMatch

• A search list is used for finding potential duplicates by providing the behind the scenes logic for the duplicate search. See the SearchListID attribute within the DuplicateRecordCheck Element
• A data form to retrieve auto match settings data from the database: See the AutoMatch element's AutoMatchThresholdDataFormID Attribute
• A data list which evaluates whether an exception should be raised when an auto match occurs: See the RaiseExceptions element's RaiseExceptionDataListID Attribute
• An edit data form instance ID used to save the auto-matched record back to the batch.  See the AutoMatch element's SaveAutoMatchDataFormID Attribute
• A UIAddIn that will be plugged into the UI showing duplicate check threshold fields. This AddIn will be wired into multiple forms (for example, forms that add batch templates and import processes.