EDM (Enhanced) Fingerprints Match Criteria

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Configure an Exact Data Match (EDM) fingerprint using the following criteria.


Option	Definition
Data source	Opens a window with a list of exact data fingerprints to select from.
Columns to scan for	Select the column values that must be found in a match.
Single record criteria	Enter the match criteria: You can choose to match at least X out of Y cell values appear in any order in the text and not more than Z words between the matched cell values. Z is the proximity value and it is the maximum permitted distance between the adjacent fields.
Number of unique records	Enter the least number of records to match in the analyzed text.
Mandatory columns	(Optional) Select the mandatory columns that must be present for a record to match.
Exceptions	(Optional) Select a combination of columns you want to exclude from matching, which means that a match consisting of any combination of only the excluded columns will not count as a record match.

Exact Data Match Examples

Here's how to enhance Exact Data Matching capabilities using exceptions.

In the following example, a row is matched if at least 3 out of the 8 column values appear in any order in the text, and with not more than 6 words between matched column values.

In addition, the Advanced Matching setting for First Name and Last Name as Mandatory columns means that both these fields must be present for a row to match.

If Exceptions are set in Advanced Matching setting, a row match (that has matched all mandatory columns) containing the exception column value(s) are discarded which otherwise would be considered as a match.

For instance, if City is set as an Exception, then

Mr John Doe lives in Los Angeles
(This is not a match as it contains a column value from the Exceptions definition, despite having both Mandatory columns.)

Note that you can add multiple Exceptions and each one is evaluated individually. In other words, the effects of individual Exception settings are not cumulative. Also, if there is an extra column match other than the Exception columns, then the Exception is not applied.

For instance, if Age is set as one Exception, and if City is set as another Exception, then:

Mr John Doe is 56 years old
(This is not a match, though it has both Mandatory columns it also has the Age column exception.)
SSN 123456789 belongs to Mr John Doe who is 56 years old
(This is a match. It matches the Mandatory columns, the Age Exception column, but also an extra column is present.)
SSN 123456789 belongs to Mr John Doe who lives in Los Angeles
(This is a match. It matches the Mandatory columns, the City Exception column, but also an extra column is present.)
Mr John Doe is 56 years old and lives in Los Angeles
(This is a match. It has both Mandatory columns but also both Exception columns that have been defined separately. If the intention is to NOT match this, then both Age and City should be set in the same exception as in the next example.)

When more than one Exception column is set in a single Exception, then any subset combination of those column values is treated as an Exception. If there is an extra column match other than the Exception columns, then the Exception will not be applied.

For instance, if both Age and City are set as Exception columns in a single Exception, then

Mr John Doe is 56 years old
(This is not a match, though it has both Mandatory columns, it also has the Age column exception.)
Mr John Doe lives in Los Angeles
(This is not a match, though it has both Mandatory columns, it also has the City column exception.)
Mr John Doe is 56 years old and lives in Los Angeles
(This is not a match, as it has both Mandatory columns and all Exception columns.)
SSN 123456789 belongs to Mr John Doe who is 56 years old and lives in Los Angeles
(This is a match. Although it has both Mandatory columns and all Exception columns, it also has an extra column.)

	First Name	Last Name	Mobile Phone	Email	SSN	City	Province	Age
Row 1	Cell	Cell	Cell	Cell	Cell	Cell	Cell	Cell
Row 2	John	Doe	555-555-555	j.doe@email.com	123456789	Los Angeles	California	56
Row 3	Cell	Cell	Cell	Cell	Cell	Cell	Cell	Cell