Profile Match List
The Profile Auto Merge procedure provides a dynamic mechanism, for integrated multiple property environments, to automatically merge duplicate profiles. This will in turn, allow for more meaningful and cleaner data within the environment.
Note: The Profile Auto Merge procedure can be run for PMS, S&C, ORS/OCIS, or SFA.
After the configuration for the Profile Auto Merge has been setup, the Profile Auto Merge procedure can be scheduled to run in the background on a daily basis or can manually be processed. In ORS, selecting the Miscellaneous>Profile Match List menu option when granted the Utilities>Profile Automerge Utility user permission will display the Profile Match List screen.
The following points should be considered for this procedure:
Profile Type. (Mandatory) Select the down arrow to search for matches based on the Profile Type (Individual, Company, Group, Source, Travel Agent).
Rule Code. (Mandatory) Select the down arrow to choose the Rule Code to filter the search result by. The Rule Codes that are displayed for selection are the rules that were configured in Profile Auto Match Rules Configuration.
Computed Date. Manually enter, or select the Calendar button to choose, the specific date that the Profile Match List was computed to search for.
Status. Select to search for the Profiles that Can Not Merge, No Merge, or Match Points Completed.
Client ID. Enter the ID number of the client.
Name. Enter the name attached to the profile to narrow the search results.
First Name. Enter the first name for the guest profile to narrow the search results.
Do Not Merge. Select the check box to display those profiles that have been selected as Do Not Merge.
Query Count. Select to display the number of records returned by the query. This number will be displayed at the bottom of the screen.
Not selecting and of the check boxes will display all threshold weighing points in the search results.
Above Upper Threshold. Select the check box to display only those profiles that have weighing points that are higher than the UPPER THRESHOLD. Profiles that are above the threshold and will automatically merge according to the appropriate merge rules.
Below Upper Threshold. Select the check box to display the profiles that have weighing points that are below the UPPER THRESHOLD. Profiles that are below the threshold are considered inconsequential and will not be included in any future match considerations.
Do Not Merge. Clicking in this column will display an X and indicate that this profile has been selected as Do Not Merge.
Profile 1. Displays the first profile match.
Client ID 1. Displays the Client ID where Profile 1 was found at.
F/T. Indicates the direction of how the Profiles will be merged. If a > is displayed, then Profile 1 is the From Profile and Profile 2 is the To Profile. If a < is displayed, then Profile 2 is the From Profile and Profile 1 is the To Profile.
Profile 2. Displays the second profile match.
Client ID 2. Displays the Client ID where Profile 2 was found at.
Points. Displays the total number of weighing match points that was found between Profile 1 and Profile 2.
Status. Status of the record.
Rule. Merge criteria Rule Code.
Match Criteria. Description of the match point for the profile merge.
Computed On. Date when the weighing points were computed for the profiles.
Search. Select to search for the profile matches based on the Search Criteria and Threshold criteria entered.
Save. Select to save the Profile Match List.
Close. Select to close the Profile Match List screen.