Understanding Match Results

Match Request Items Panel

The Match Request Items panel displays the match result sets for the matches that you have run for this request by data source. If your request contains request items with different data sources, you can run matches for each data source and the results are displayed in the match request items panel. Click a match result set to switch your view to the matches from that data source.

Note:

Match results sets persist if you navigate away from the matching workbench (for example, by returning to the request view or closing the viewpoint).

Each match result set displays the total number of matches, as well as the number of matches accepted, rejected, and skipped.

From this panel, you can perform the following actions:

Create and run a new match. See Creating and Running New Matches.
Rerun a current match. See Rerunning Matches.
Apply the changes from a match. See Applying Changes from Match Results.
Discard the match results from a match. See Discarding Match Results.

Summary Section

The Summary section displays the application, node type, and data source that were used for the match, the number of items in the request with and without a match, and the time the match was run.

Note:

Each match result set is specific to an application, node type, and data source. So, if your request contains request items from multiple data sources, you must run separate matches for each data source in order to see the match candidates for each source.

Match Results Section

The Match Results section displays the match candidates in the selected match result set, and enables you to accept, reject, or skip matches. It contains the following information:

Request Items: The result set is grouped by the incoming request items. Request items are displayed with a data source icon, and highlighted with a grey background. The Match Result column for each request item displays the number of match results that were found.
In the above example, the first row with the name "Buy and Large" and the seventh row with the name "John B. Banks" are the incoming request items.

Match Candidates: Indented under each request item are the match candidates. The match candidates are existing nodes there were determined to be match candidates based on the matching rules, and they are displayed with a node

icon. The following details about each candidate are displayed. (The Example column shows the corresponding values from the example screen shot, above.)

Column	Description	Example
Name	The Name property of the match candidate. Note: If the Name property was used for matching, an information icon is displayed in the column header.	For the Buy and Large request item, the match candidates include Buy and Large Corporation, Buy More Groceries, and other candidates that match on the name. For the John B. Banks request item, the match candidates include John B. Banks, Clothier and National Bank.
Additional properties used for matching	If other properties besides Name are used in the match rules, they are displayed as columns with an information icon in the column header.	The other properties that were used in the match rules in the above example are: NA_Company Name NA_Symbol
Match Result	For incoming request items, displays the number of matches. For match candidates, displays Review, indicating that a node in the node type was identified as a possible match for the request item.	The request item rows display the number of matches (21 for each), and the match candidate rows all display Review in the Match Result column, indicating that they have been identified as possible match candidates.
Match Rule and Score	Displays the following information: The name of the match rule for the node type and data source The confidence level of the match candidate, as indicated by a numerical score and a colored meter bar.	For both incoming request items, the NA_Symbol Rule match rules are displayed with 100 confidence levels, indicating that the match candidates match the matching rules criteria completely. The candidates display lower numbers for the Name rule, indicating a lower level of confidence for those candidates because they match only some of the matching rules criteria.
Status	Displays the following information: Pending: The match candidate has not yet had an action performed on it. Accepted: The match candidate was accepted as a match. Note: Accepting a match candidate automatically updates all other Pending match candidates for that request item to Rejected. Rejected: The match candidate was rejected, either because you accepted another match candidate or because you rejected it. Skipped: The match candidate was reviewed and marked as skipped. When you mark a candidate as Skipped, the next time you run matching for this node type and data source it will be presented again for your review so that you can take action on it.	The John B. Banks candidates have a status of Pending, indicating none of them have been accepted or rejected yet. For the Buy and Large candidates, the first candidate has a status of Accepted. This automatically updated the status of all other Pending match candidates to Rejected. The Buy and Large Corporation name match candidate has a status of Skipped.
Action	Enables you to accept, reject, or skip a match candidate. See Reviewing Match Results and Applying Changes.	The Accept, Reject, and Skip buttons are displayed for each match candidate.

Match Details

The Match Details section displays the properties for both the request item and the match candidate in a side-by-side layout so that you can compare them.

Use the drop down menu to select the viewpoint (and parent, for hierarchy viewpoints) for the source node.

The Source Node section displays the properties and values for the incoming request item instance, including the parent and relationship properties.
The Target Node section displays the properties and values of the existing match candidate in the viewpoint.

Properties that are being updated in the request item are highlighted in yellow, and differences in property values between the incoming request item and the existing target node are indicated with a Not Equal (≠) sign.

Note:

The properties that are displayed are based on the survivorship rule that was set up for the node type and data source that were used for the match. See Creating, Editing, and Deleting Survivorship Rules.