3 InForm Auto-merge Matching Rules

This chapter describes the rules for identifying matches across InForm studies.

If records from two studies match on identifiers listed in the following sections, the single best record will be created from the source record with the latest modification timestamp. If timestamps are same on the matching records, use the record with the largest primary key ID value. Ignore case for all string comparisons.

3.1 W_EMPLOYEE_DS

For employee dimension, we consider a user who has RIGHTSGROUP = 'CRA' to be a CRA.

Two users are considered identical if their values on all of the following are identical:

upper(IRV_CUR_USER.USERFIRSTNAME)
upper(IRV_CUR_USER.USERLASTNAME)
upper(IRV_CUR_USER.USERPOSTALCODE)
upper(IRV_CUR_USER.USERCOUNTRY)

3.2 W_GEO_DS

Two geographies are identical if they match on Country, State/Province, City, and PostalCode.

For InForm, the following columns are used for comparison and auto-merge.

Attribute	Column in IRV_CUR_SITE	Col in IRV_CUR_USER
Country	SITECOUNTRY	USERCOUNTRY
State/Province	SITESTATEPROVINCE	USERSTATEPROVINCE
City	SITECITY	USERCITY
PostalCode	SITEPOSTALCODE	USERPOSTALCODE

Choose geographies for users only from those users where RIGHTSGROUP in ('PI','CRA').

3.3 W_HS_APPLICATION_USER_DS

Two users are considered identical if their values on upper(IRV_CUR_USER.USERNAME) are identical.

3.4 W_PARTY_PER_DS

For principle investigators, we consider a user who has RIGHTSGROUP = 'PI' to be a PI.

Two users are considered identical if their values on all of the following are identical:

upper(IRV_CUR_USER.USERFIRSTNAME)
upper(IRV_CUR_USER.USERLASTNAME)
upper(IRV_CUR_USER.USERPOSTALCODE)
upper(IRV_CUR_USER.USERCOUNTRY)

3.5 W_PRODUCT_DS

Two studies are considered to be testing the same product if their values of upper(IRV_STUDYVERSIONS.SPONSORDRUGNAME), in their latest studyversion, are identical.

3.6 W_RXI_PROGRAM_DS

Two studies are considered to be part of the same program if their values of upper(IRV_CUR_SPONSOR.PROGRAMNAME) are identical.

3.7 W_RXI_SITE_DS

Two sites are considered identical if the following attributes matched in IRV_CUR_SITE:

upper(SITENAME)
upper(SITEPOSTALCODE)
upper(SITECOUNTRY)

3.8 W_RXI_THERAPEUTIC_AREA_DS

Two studies are considered to be part of the same therapeutic area if their values of upper(IRV_CUR_SPONSOR.THERAPUTICAREA) are identical.