Importing Match Decisions

EDQ provides functionality allowing you to import decision data and apply it to possible matches within the Match processor.

Importing decisions may be a one-off activity, or an ongoing part of the matching process. For example, if you are migrating your matching processes into EDQ from a different application, it will be desirable to include all the previous decisions as part of the migration. Alternatively, if the review process is carried out externally, decision import may be used routinely to bring the external decisions back into EDQ.

It is also possible to import match decisions that were exported from another process or instance of EDQ, for example from another match process working on the same data.

All match decisions in EDQ refer to a pair of possibly matching records. For an imported decision to be applied, therefore, it must be possible to match it to a relationship which was created by the match processor with a Review rule. If you import a decision for a pair of records that the processor has identified as a definite match, or are not matched at all, the decision will not be applied, unless and until the matching logic is changed so that a Review relationship is created for the records.

Note that it is possible to import decisions and use Case Management (or Match Review) to create manual decisions. If a decision with a later date/time than any manual decisions for a relationship is imported, it will be treated as the latest decision. If a decision with exactly the same date/time as a manual decision is imported, the manual decision is given precedence over the imported decision.

The remainder of this help topic provides a step-by-step guide to importing match decisions.