Global Match Up Overview 1 Introduction Match Up

Global Match. Up Overview 1

Introduction Match. Up is used to compare database records and determine if duplicate records exist. Global Match. Up is offered as… A programmers API ETL: SSIS, Pentaho, Contact Zone components 2

Distribution Options Matchcode Editor Programming required Match. Up Windows Desktop Match. Up Object x X x Multi Platform x Real Time - Deduping Flexible output (File type) Record Limit x Global processing? Output record Consolidation Output record priority source record update (distribute) Rapid Development updates support LWXL Match. Up Web Service x Various file types unlimited Unlimited Various file types unlimited 50000 unlimited US, CAN, UK Global presently no survivorship golden record gathering priority scattering x x Rapid Integration direct file handling unlimited files analyzing file control toolset CASS Automatic reports generated Match. Up ETL x x X built in tool x x x Source, lookup Excel, csv, etc. x 18 reports x X x x x automatic x x 3

Global Concepts Like domestic matching, Match. Up will match differently formatted records… Germany Query Mr. J. Smithe Deutsche Bank Ltd. Berger Straße 130 60385 Frankfurt Am Main Germany Match Herr Jürgen Smithe Deutsche Bank Gmb. H Suite 5 Berger Str. 130 60385 Frankfurt Am Main DEU 4

Concepts United Kingdom Query Mr. Steven Gerrard Liverpool Football Club, LTD Anfield Road Liverpool L 4 0 TH Merseyside UK Match Steven George Gerrard, MBE Liverpool Football Club Anfield Rd Liverpool L 4 0 TH United Kingdom 5

Concepts Australia Query Match Louise Herron AM CEO Sydney Opera House Bennelong Pt Sydney NSW 2000 Australia Sydney Opera House Bennelong Point Sydney New South Wales 2000 AUS 6

With the new Global Match. Up, you have the ability to create a global matchcode (using the Matchcode Editor) 7

Global Matchcodes have an additional set of parsed address matchcode datatypes. But we always add Country to a global matchcode. 8

Since many of the traditional Fuzzy algorithms do not comply with extended characters, we have a new algorithm for Global data 9

Simultaneous processing of International records NAME COMPANY ADDRESS 1 ADDRESS 2 ADDRESS 3 COUNTRY ACCT DATE Herr Jürgen Smithe Deutsche Bank Gmb. H Suite 5 Berger Str. 130 60385 Frankfurt Am Main DEU 400 02/13/2016 Mr. Steven Gerrard Liverpool Football Club, LTD Anfield Road Liverpool L 4 0 TH Merseyside UK 80 07/20/2008 Liverpool L 4 0 TH GB 100 03/18/2012 Frankfurt Am Main DE 200 12/01/2005 Steven George Gerrard, MBE Liverpool Football Club Anfield Rd Mr. J. Smithe Deutsche Bank Ltd. Berger Straße 130 60385 Smith, Jürgen Deutsche Bank Berger. Str 130 60385 Frankfurt Germany 700 08/29/2011 Louise Herron Sydney Opera House Bennelong Pt Sydney NSW 2000 Australia 60 04/18/2014 Louise Herron AM CEO The Sydney Opera House Bennelong Point Sydney AUS 11/03/2003 New South Wales 2000 90 …and performing Golden Record and Survivorship NAME COMPANY ADDRESS 1 ADDRESS 2 ADDRESS 3 Herr Jürgen Smithe Deutsche Bank Gmb. H Suite 5 Berger Str. 130 60385 Frankfurt Am Main DEU 1300 02/13/2016 Steven George Gerrard, MBE Liverpool Football Club, LTD Anfield Rd Liverpool L 4 0 TH Merseyside 180 03/18/2012 Louise Herron AM CEO Sydney NSW 2000 Australia 150 04/18/2014 Sydney Opera House Bennelong Pt COUNTRY ACCT DATE UK 10

Global Processing Why the difference between Global and Domestic matchcode logic? Global Deduping relies on our Global Address Object’s address splitter to parse the numerous possible global address patterns Postal codes are part of the full address line input for Global, not a separate mapped datatype. 11

Global Processing What countries do we support? Match. Up Full Support Status by Country Full Support status simply means that we have implemented and tested Global Address parsing to our standard acceptance levels. In cases where a Country has not been given full support status, Match. Up may still return accurate results, but simply has not passed final development and testing. Melissa Data’s Global Address verification can also be used as a compliment to ensure accurate record matching. 12

Global Considerations Encoding – functionality has been added so the user can specify the encoding of the database Country specific matching – Match. Up relies on the Global. Address Object for Address parsing (but does not verify the address. This requires Country to be one of the matchcode components. Knowledgebase – we are carefully adding datatype keywords to the underlying datafiles. Ex: gm. BH 13

This ‘User’ did not properly set encoding 14

This ‘User’ set the encoding correctly 15

Global Considerations Encoding – functionality has been added so the user can specify the encoding of the database Country specific matching – Match. Up relies on the Global. Address Object for Address parsing (but does not verify the address. This requires Country to be one of the matchcode components. Knowledgebase – we are carefully adding datatype keywords to the underlying datafiles. Ex: gm. BH 16

This enables multiple Country databases to be processed in a single run These are Full Address line datatypes Even though your matchcode specifies individual address parts as your match criteria, Match. Up is expecting that records’ complete Address (including the Area Hierarchy) ie. Users should not pre-parse addresses and only let Match. Up see some of the parts 17

Global Considerations Encoding – functionality has been added so the user can specify the encoding of the database Country specific matching – Match. Up relies on the Global. Address Object for Address parsing (but does not verify the address. This requires Country to be one of the matchcode components. Knowledgebase – we are carefully adding datatype keywords to the underlying datafiles. Ex: gm. BH 18

• We are currently researching, Company indicators, Name Prefixes, and Name Suffixes to expand our knowledgebase and therefore return more accurate matchkeys. • As an example, what appears to be a somewhat uncommon Name Prefix in Country X, may actually be a popular First Name in Country Y. Adding such Name Prefix to our data table would break accurate processing for Country Y records. 19

Additional Resources • • Melissa Data Wiki Matchcode. Editor_Overview. pptx Inefficient. Matchcode_Analysis. pptx Editing. Matchcodes. pptx (coming) Match. Up_GUI. pptx Match. Up_Object. pptx Match. Up_SSIS. pptx 20

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Thank You 22