Step 1: Generate Window Keys to Group Rows - trillium_discovery - trillium_quality - 17.1

To generate window keys

1. From the Navigation or Project View, right-click the Window Key Generator process and select Edit Process.
2. Select the Keys tab.
3. In Window Key Destination Attributes select WINDOW_KEY_01 and click Definition.
4. On the View/Edit page, select Rule 1 through Rule 4 in the Select Rule list and review the entries. The entries in the left section are for the primary rule and the entries in the right section are for the secondary rule which will be invoked when the Condition is met for the primary rule. See View or edit window key rules. The default rules for the US project are as follows:

   

   • Rule 1: Use the first three characters of postal code. If US_GOUT_POSTAL_CODE is not generated (blank), a secondary attribute, PR_POSTAL_CODE will be used.
   • Rule 2: Append to this the first character and subsequent consonant of the surname. If PR_SURNAME1_RECODED_01 is not generated, a secondary attribute PR_BUSNAME_RECODED_01 will be used. This rule will handle the situation where the individual name and business names both exist in the input.
   • Rule 3: Append to this the first character and subsequent consonant of the street name. There is no secondary rule because the street name is usually generated by the Postal Matcher.
   • Rule 4: Append to this a `1' if this is a personal name and a `2' if this is a business name. This rule will separate individual customer data from the business customer data for comparison.
5. While you are on the View/Edit page, change entries for the Rules 1 though Rule 4 if necessary.
6. Click Back and click Finish.
7. Run the Window Key Generator process.
8. Double-click the output of the Window Key Generator process and view results.

To examine window key values

1. From the Navigation or Project View, right-click the output of the Window Key Generator process and select Analyze.
2. Scroll through the Input Attribute list and select WINDOW_KEY_01.
3. Click OK.
4. Click Run Now.
5. When analysis is complete, expand the output entity in the Navigation View.
6. Right-click Window Key 01 and select Drill down to metadata.
7. Double-click Values.
8. Double-click the window key value to drill down to the data rows. Just because rows reside in the same window does not necessarily predict a match but it helps to narrow the candidate rows for subsequent comparison.