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Match Purpose


The concept of match purpose is used by the embedded SSA-NAME3 software of the Matching Server. SSA-NAME3 supports different match purposes so that different fields are used in matching for different types of records.

The Account, Contact, and List Mgmt Contact Prospect business components each have a SSA Match Purpose user property that you can set to one of the following values, which correspond to match purposes:

  • Company_Mandatory. Available for Account.
  • Company_Optional. Available for Account.
  • Contact_Mandatory. Available for Contact and List Mgmt Contact Prospect.
  • Contact_Optional. Available for Contact and List Mgmt Contact Prospect.

Each of these values specifies which fields in the record count against the total match score. Fields are defined as optional or mandatory as shown in Table 24.

When a field defined as optional contains a null value in either of the records being compared, it does not contribute to the total match score for the record pair.

When a field defined as mandatory contains a null value in either of the records being compared, the null value is treated the same as a non-null value and does contribute to the overall match score for the record pair.

For more information about match purpose, refer to the SSA-NAME3 documentation.

Table 24. Match Purpose Values for SSA Match Purpose User Property
Match Purpose
Field
Mandatory/Optional

Company_Mandatory

Company

Mandatory

Address

Mandatory

Address2

Mandatory

Zip

Optional

ID

Optional

Company_Optional

Company

Mandatory

Address

Optional

Address2

Optional

Zip

Optional

ID

Optional

Contact_Mandatory

Person Name

Mandatory

Company

Mandatory

Address

Mandatory

Address2

Mandatory

Zip

Optional

ID

Optional

Email

Optional

Telephone

Optional

Contact_Optional

Person Name

Mandatory

Company

Optional

Address

Optional

Address2

Optional

Zip

Optional

ID

Optional

Email

Optional

Telephone

Optional

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