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Oracle Java CAPS Master Index Standardization Engine Reference     Java CAPS Documentation
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Oracle Java CAPS Master Index Standardization Engine Reference

About the Master Index Standardization Engine

Related Topics

Master Index Standardization Engine Overview

Standardization Concepts

Data Parsing or Reformatting

Data Normalization

Phonetic Encoding

How the Master Index Standardization Engine Works

Master Index Standardization Engine Data Types and Variants

Master Index Standardization Engine Standardization Components

Finite State Machine Framework

About the Finite State Machine Framework

FSM-Based Configuration

Rules-Based Framework

About the Rules-Based Framework

Rules-Based Configuration

Oracle Java CAPS Master Index Standardization and Matching Process

Master Index Standardization Engine Internationalization

Finite State Machine Framework Configuration

FSM Framework Configuration Overview

Process Definition File

Standardization State Definitions

Input Symbol Definitions

Output Symbol Definitions

Data Cleansing Definitions

Data Normalization Definitions

Standardization Processing Rules Reference

dictionary

fixedString

lexicon

normalizeSpace

pattern

replace

replaceAll

transliterate

uppercase

Lexicon Files

Normalization Files

FSM-Based Person Name Configuration

Person Name Standardization Overview

Person Name Standardization Components

Person Name Standardization Files

Person Name Lexicon Files

Person Name Normalization Files

Person Name Process Definition Files

Person Name Standardization and Oracle Java CAPS Master Index

Person Name Processing Fields

Person Name Standardized Fields

Person Name Object Structure

Configuring a Normalization Structure for Person Names

Configuring a Standardization Structure for Person Names

Configuring Phonetic Encoding for Person Names

FSM-Based Telephone Number Configuration

Telephone Number Standardization Overview

Telephone Number Standardization Components

Telephone Number Standardization Files

Telephone Number Standardization and Oracle Java CAPS Master Index

Telephone Number Processing Fields

Telephone Number Standardized Fields

Telephone Number Object Structure

Configuring a Standardization Structure for Telephone Numbers

Rules-Based Address Data Configuration

Address Data Standardization Overview

Address Data Standardization Components

Address Data Standardization Files

Address Clues File

Address Master Clues File

Address Patterns File

Address Pattern File Components

Address Type Tokens

Pattern Classes

Pattern Modifiers

Priority Indicators

Address Standardization and Oracle Java CAPS Master Index

Address Data Processing Fields

Address Standardized Fields

Address Object Structure

Configuring a Standardization Structure for Address Data

Configuring Phonetic Encoding for Address Data

Rules-Based Business Name Configuration

Business Name Standardization Overview

Business Name Standardization Components

Business Name Standardization Files

Business Name Adjectives Key Type File

Business Alias Key Type File

Business Association Key Type File

Business General Terms Reference File

Business City or State Key Type File

Business Former Name Reference File

Merged Business Name Category File

Primary Business Name Reference File

Business Connector Tokens Reference File

Business Country Key Type File

Business Industry Sector Reference File

Business Industry Key Type File

Business Organization Key Type File

Business Patterns File

Business Name Tokens

Business Name Standardization and Oracle Java CAPS Master Index

Business Name Processing Fields

Business Name Standardized Fields

Business Name Object Structure

Configuring a Standardization Structure for Business Names

Configuring Phonetic Encoding for Business Names

Custom FSM-Based Data Types and Variants

About Custom FSM-Based Data Types and Variants

About the Standardization Packages

Creating Custom FSM-Based Data Types

Creating the Working Directory

To Create the Working Directory

Defining the Service Type

To Define the Service Type

Defining the Variants

To Define the Variants

Packaging and Importing the Data Type

To Package and Import the Data Type

Service Type Definition File

Creating Custom FSM-Based Variants

Creating the Working Directory

To Create the Working Directory

Defining the Service Instance

To Define the Service Instance

Defining the State Model and Processing Rules

To Define the State Model and Processing Rules

Creating Normalization and Lexicon Files

To Create Normalization and Lexicon Files

Packaging and Importing the Variant

To Package and Import the Variant

Service Instance Definition File

Address Data Standardization Files

Three configuration files define address processing logic for the Master Index Standardization Engine. These files provide information about address patterns and tokens to help the standardization engine determine how to recognize address components and break them out into their respective tokens. You can customize any of the configuration files described in this section to fit your processing and standardization requirements for address data.

The address configuration files are located in the resource folder under each variant name for the Address data type. The following topics provide information about each configuration file.

Address Clues File

The address clues file (clues.dat) lists common terms in street addresses, specifies a normalized value for each common term, and categorizes the terms into street address component types. A term can be categorized into multiple component types. A relevance value specifies which of the component types the term is most likely to be. For example, the term “Junction” is standardized as “Jct” and is classified as a street type, building unit, and generic term (giving relevance in that order).

This file helps the Master Index Standardization Engine recognize common terms in street addresses in order to parse and normalize the values correctly. The syntax of this file is:

common-term normalized-term ID-number/type-token

You can modify or add entries in this table as needed. The following table describes the columns in the address clues file.

Table 4 Address Clues File Columns

Column
Description
common-term
A term commonly found in street addresses.
normalized-term
The normalized version of the common term.
ID-number/type-token
An ID number and a token indicating the type of address component represented by the common term. The ID number corresponds to an ID number in the address master clues file, and the type token corresponds to the type specified for that ID number in the address master clues file. One term might have several ID number and token type pairs. Their order of appearance indicates their relevance value.

Following is an excerpt from the US address clues file.

TRLR VLG          Trpk            59BU
TRPK              Trpk            59BU
TRPRK             Trpk            59BU
VILLA             Vlla            305TY          60BU
VLLA              Vlla            305TY          60BU
VILLAS            Vlla            60BU
VILL              Vlg             317TY          61BU        364AU
VILLAG            Vlg             317TY          61BU        364AU
VLG               Vlg             317TY          61BU        364AU
VILLAGE           Vlg             317TY          61BU        364AU
VILLG             Vlg             317TY          61BU        364AU
VILLIAGE          Vlg             317TY          61BU        364AU
VLGE              Vlg             317TY          61BU        364AU
VIVI              Vivi            62BU
VIVIENDA          Vivi            62BU
COLLEGE           Coll            64BU                       0AU
CLG               Coll            64BU
COTTAGE           Cott            65BU           65BP        0AU

Address Master Clues File

The address master clues file (masterClues.dat) lists common terms in street addresses as defined by the United States Postal Service (USPS), the United Kingdom’s Royal Mail, the Australian Postal Corporation, or France’s La Poste (depending on the variant in use). For each common term, this file specifies a normalized value, defines postal information, and categorizes the terms into street address component types. A term can be categorized into multiple component types.

The syntax of this file is:

ID-number common-term normalized-term short-abbrev postal-abbrev CFCCS type-token usage-flag postal-flag

You can modify or add entries in this table as needed. The following table describes the columns in the address master clues file.

Table 5 Address Master Clue File Columns

Column
Description
ID-number
A unique identification number for the address common term. This number corresponds to an ID number for the same term in the address clues file.
common-term
A common address term, such as Park, Village, North, Route, Centre, and so on.
normalized-term
The normalized version of the common term.
short-abbrev
A short abbreviation of the common term.
postal-abbrev
The standard postal abbreviation of the common term.
CFCCS
The census feature class code of the term (as defined in the Census Tiger database). The following values are used:
  • A – Road

  • B – Railroad

  • C – Miscellaneous

  • D – Landmark

  • E – Physical feature

  • F – Nonvisible feature

  • H – Hydrography

  • X – Unclassified

type-token
The type of address component represented by the common term. Types are specified by an address token (for more information, see Address Type Tokens).
usage-flag
A flag indicating how the term is used (for more information, see Pattern Classes)
postal-flag
The standard postal code for the term.

Following is an excerpt from the US address master clues file.

11Alley                    Alley            Al         Aly A        TY R U
12Alternate Route          Alt Rte          Alt        Alt A        TY R
15Arcade                   Arcade           Arc        Arc A        TY R U
16Arroyo                   Arroyo           Arryo      ArryHA       TY R
17Autopista                Atpta            Apta       AptaA        TY R
18Avenida                  Avenida          Ava        Ava A        TY R
19Avenue                   Avenue           Ave        Ave A        TY R U
26Boulevard                Blvd             Blvd       BlvdA        TY R U
32Bulevar                  Blvr             Blv        Blv A        TY R
33Business Route           Bus Rte          BusRt      BsRtA        TY R
34Bypass                   Bypass           Byp        Byp A        TY R U
36Calle                    Calle            Calle      ClleA        TY R
37Calleja                  Calleja          Cja        Cja A        TY R
38Callejon                 Callej           Cjon       CjonA        TY R
39Camino                   Camino           Cam        Cam A        TY R
47Carretera                Carrt            Carr       CarrA        TY R
48Causeway                 Cswy             Cswy       CswyAH       TY R U
51Center                   Center           Ctr        Ctr DA       TY R U

Address Patterns File

The address patterns file (patterns.dat) defines the expected input patterns of each individual street address field being standardized so the Master Index Standardization Engine can recognize and process these values. Tokens indicate the type of address component in the input and output fields. This file contains two rows for each pattern. The first row defines the input pattern for each address field and provides an example. The second row defines the output pattern for each address field, the pattern type, the relative importance of the pattern compared to other patterns, and usage flags. Below is an example.

AU A1 TY                01 Oak B Street
NA NA ST                T* 75                TX

When an address is parsed, each line of the address is delineated by a pipe (|) and sent to the parser separately. The output tokens for each line are then concatenated and the output pattern is processed using the address patterns file to determine whether the output pattern is listed in the file. If the pattern is found, output patterns are modified as indicated in the patterns file to resolve any ambiguities that might arise when two lines of address information contain common elements. The relative importance determines which pattern to use when the format of the input field matches more than one pattern. This file should only be modified by personnel with a thorough understanding of address patterns and tokens.

The syntax of this file is:

input-pattern example output-pattern pattern-class pattern-modifier priority usage-flag exclude-flag

You can modify or add entries in this table as needed. The following table describes the columns in the address patterns file.

Table 6 Address Patterns File

Column
Description
input-pattern
Tokens that represent a possible input pattern from an individual unparsed street address field. Each token represents one component. For more information about address tokens, see Address Type Tokens.
example
An example of a street address that fits the specified pattern. This file element is optional.
output-pattern
Tokens that represent the output pattern for the specified input pattern. Each token represents one component of the output of the Master Index Standardization Engine. For more information about address tokens, see Address Type Tokens.
pattern-class
An indicator of the type of address component represented by the pattern. Possible pattern types are listed in Pattern ClassesPattern Classes.
pattern-modifier
An indicator of whether the priority of the pattern is averaged against other patterns that match the input. Pattern modifiers are listed in Pattern Modifiers.
priority
The priority weight to use for the pattern when the pattern is a sub-pattern of a larger input pattern. For more information, see Priority Indicators.
usage-flag
A flag indicating how the term is used (for more information, see Pattern Classes). This file element is optional.
exclude-flag
This file element is optional.

Following is an excerpt from the address patterns file.

NU DR TY A1 AU                     01   123 South Avenida B Oak
HN PD PT NA NA                     H* 70

NU DR TY NU DR                     01   123 South Avenida 1 West
HN PD PT NA SD                     H* 70

NU A1 TY AU TY                     01   123 C circle hill drive
HN HS NA NA ST                     H* 70

NU A1 AM A1 TY                     01   123 M & M road
HN NA NA NA ST                     H* 65

NU TY AU A1                        01   123 Avenida Oak B
HN PT NA NA                        H* 60

NU TY NU A1                        01   123 Avenida 1 B
HN PT NA NA                        H* 60

Address Pattern File Components

The address patterns files use pattern type tokens, pattern classes, pattern modifiers, and priority indicators to process and parse address data. Before modifying any of the patterns files, you must have a good understanding of these file components.

Address Type Tokens

The address pattern and clues files use tokens to denote different components in a street address, such as street type, house number, street names, and so on. These files use one set of tokens for input fields and another set for output fields. You can use only the predefined tokens to represent address components; the Master Index Standardization Engine does not recognize custom tokens.

The following table lists and describes each input token.

Table 7 Input Address Pattern Type Tokens

Token
Description
A1
Alphabetic value, one character in length
AM
Ampersand
AU
Generic word
BP
Building property
BU
Building unit
BX
Post office box
DA
Dash (as a starting character)
DR
Street direction
EI
Extra information
EX
Extension
FC
Numeric fraction
HR
Highway route
MP
Mile posts
NL
Common words, such as “of”, “the”, and so on
NU
Numeric value
OT
Ordinal type
PT
Prefix type
RR
Rural route
SA
State abbreviation
TY
Street type
WD
Descriptor within the structure
WI
Identifier within the structure

The following table lists and describes each output token.

Table 8 Output Address Pattern Tokens

Token
Description
1P
Building number prefix
2P
Second building number prefix
BD
Property or building directional suffix
BI
Structure (building) identifier
BN
Property or building name
BS
Building number suffix
BT
Property or building type suffix
BX
Post office box descriptor
BY
Structure (building) descriptor
DB
Property or building directional prefix
EI
Extra information
EX
Extension index
H1
First house number (the actual number)
H2
Second house number (house number suffix)
HN
House number
HS
House number suffix
N2
Second street name
NA
Street name
NB
Building number
NL
Conjunctions that connect words or phrases in one component type (usually the street name)
P1
House number prefix
P2
Second house number prefix
PD
Directional prefix to the street name
PT
Street type prefix to the street name
RR
Rural route descriptor
RN
Rural route identifier
S2
Street type suffix to the second street name
SD
Directional suffix to the street name
ST
Street type suffix to the street name
TB
Property or building type prefix
WI
Identifier within the structure
WD
Descriptor within the structure
XN
Post office box identifier

Pattern Classes

Each pattern defined in the address patterns file must have an associated pattern class. The pattern class indicates a portion of the input pattern or the type of address data that is represented by the pattern. You can specify any of the following pattern classes.

These classes are also specified as usage flags in the patterns file and the master clues file.

Pattern Modifiers

Each pattern type must be followed by a pattern modifier that indicates how to handle cases where one or more defined patterns is found to be a sub-pattern of a larger input pattern. In this case, the Master Index Standardization Engine must know how to prioritize each defined pattern that is a part of the larger pattern. There are two pattern modifiers.

Priority Indicators

The priority indicator is a numeric value following the pattern modifier that indicates the priority weight of the pattern. These values work best when defined as a multiple of five between and including 35 and 95. If a pattern is assigned a priority of 90 or 95 and the pattern matches, or is a sub-pattern of, the input pattern, the standardization engine stops searching for additional matching patterns and uses the high-priority matching pattern.