Configuring the Comparison Functions for a Master Index Application

The match configuration file in the Match Engine node of the master index project lists and defines the configuration for each match type based on the predefined comparison function for the Master Index Match Engine. These match types can be applied to each field in the match string. You can modify the configuration of the existing matches types, add new match types, and specify whether the match engine should use agreement and disagreement weights or m-probabilities and u-probabilities.

For more information about the structure of the match configuration file and the comparison functions you can use, see Understanding the Master Index Match Engine .

To Configure the Comparison Functions (Configuration Editor)

1. In the Projects window, right-click the Configuration node in the project you want to modify, and then click Edit.

   The Configuration Editor appears.

2. Click the Matching tab.

   The Matching page appears with a list of fields defined for matching and a list of comparators that you can modify.

3. In the Probability Type field, select one of the following:

   • Use Agree/Disagreement Weight Ranges – Uses agreement and disagreement weights for matching. If agreement and disagreement weights are used, the m-probability and u-probability fields are ignored and do not appear on the Matching page.

   • Use M-Probabilities/U-Probabilities – Uses m-probabilities and u-probabilities for matching. If m-probabilities and u-probabilities are used, the agreement and disagreement weight fields are ignored and do not appear on the page.

4. To add a new matching rule:

   1. Click Add in the lower right portion of the window.

      The Edit Matching Rules dialog box appears.

   2. Fill in the fields described in Match Comparator Configuration Properties for Sun Master Index.

   3. Click OK.

5. To edit an existing matching rule:

   1. Click Edit in the lower right portion of the window.

      The Edit Matching Rules dialog box appears.

   2. Change the value of any of the fields described in Match Comparator Configuration Properties for Sun Master Index.

   3. Click OK.

6. To remove an existing matching rule:

   1. In the matching rule table, select the rule you want to delete.

   2. Click Remove.

7. On the Configuration Editor toolbar, click Save.

To Configure the Comparison Functions (Text Editor)

1. In the project window, expand the master index project, and then expand the master index application.

2. In the Match Engine folder, double-click matchConfigFile.cfg.

3. For the Probability Type, enter one of the following values:

   • 0 – Uses m-probabilities and u-probabilities for matching. If m-probabilities and u-probabilities are used, the agreement and disagreement weight fields are ignored.

   • 1 – Uses agreement and disagreement weights for matching. If agreement and disagreement weights are used, the m-probability and u-probability fields are ignored.

4. For each comparison function you want to configure, modify the value of any of the columns described in Match Comparator Configuration Properties for Sun Master Index.

5. Save and close the file.