The purpose of the second Relationship Linker process is to identify rows that match on Window Key 02 and to create a Link file.The Link file connects the matches identified by the first Relationship Linker to the matches identified by the second Relationship Linker.
Setting up the second Relationship Linker involves steps that were not part of the first Relationship Linker process. Specifically, you must:
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Establish settings for the Link file.
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Tune the Relationship Linker to include the e-mail attribute.
These steps are described, along with the other required steps, in the following procedure.
To set up and run the second Relationship Linker process
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In the project view, right-click the output of the second Sort for Linking process.
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Click Add process branch. The Create Process window opens.
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Select Relationship Linker from the Process selection list, select the Configure Now check box and click OK.
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Click the Process tab and specify the following settings:
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Attribute containing record type: PR_NAME_FORM_01 (the default)
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Attribute contained window key: WINDOW_KEY_02
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Override record type: Consumer only
We are targeting consumer records where all the potential matches can be found.
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While still in the Process Settings edit window, click Advanced. The Linking window opens.
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Establish the following settings:
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Type of match to write to Link file: Passes only
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Attribute to write to Link file: LEV1_MATCHED
Establishing these settings is what signals the Relationship Linker to create the Link file.
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Click the Match Rules tab and select the Consumer level 1 rules required? check box. Clear the other boxes.
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Click Back.
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Click the Tools tab and then click Launch Rules Editor. The Relationship Linker Rules Editor opens, showing the default rules that apply to name and address data in your records.
- In the Field List Editor, add an entry for e-mail at the beginning of the list and
add entries for business name and surname at the end of the list, using the
following values:
E-mail
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Description: email
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Score A: 100
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Score B: 0
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Comparison Routine: partial1
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Field Name: Email
Business Name
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Description: busname
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Score A: 90
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Comparison Routine: busname
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Field Name: PR_BUSNAME_RECODED_01
Surname
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Description: surname
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Score A: 94
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Comparison Routine: spelling
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Field Name: PR_SURNAME1_RECODED_01
When you are through, the Field List Editor should look like the one shown in the figure below.Figure 1. Field List Editor (Second Relationship Linker)
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Change focus to the Grade Pattern Editor window.
- Create new patterns for the fields as follows:
E-mail
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Category: F
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Pattern: 099
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Grade: B
Business Name
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Category: P
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Pattern: 201
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Grade: A
Surname
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Category: P
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Pattern: 301
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Grade: A
Note: Patterns P201 and P301 are inserted before the first suspect pattern. This tells the Relationship Linker that if the e-mail is the same, check to see if the address, business name or surname is the same before going to the suspect matches.The resulting Grade Pattern Editor window looks like the one shown in the figure below.Figure 2. Grade Pattern Editor (Second Relationship Linker)
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Select File > Save and then close the Relationship Linker Rules Editor.
Note: Select OK to delete duplicate patterns when you save the files. -
Click Finish to save the changes you made to the Relationship Linker.
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Run the second Relationship Linker process and review the two output files. The Link file for the sample project is shown in the figure below.
