Designating the Survivor Row - trillium_discovery - trillium_quality - 17.2

You can designate a survivor row from a group of rows linked by a match key. Any row flagged as the survivor is assigned a flag number.

To create a survivor

1. From the Navigation or Project View, right-click the Commonizer process and select Edit Process.
2. After you specify match key levels, click Advanced.
3. Select the Survivor Rules tab.
4. Select a rule from the list. Click Add new rule or Delete rule as needed. You can specify up to ten rules of data hierarchy. For example: Rule 1=business, Rule 2=location, Rule 3=contact, and so on.
5. Select Test attribute that contains information necessary to select a survivor row. This works in conjunction with the next decision routine setting.
   Note: The sequence number attribute cannot be used in the rules.
6. Select Decision routine. The decision routines define the rules for selecting survivorship.
7. (Optional) Select No Copy Option as needed. The No Copy Option is available only when the non-blank, non-zero, or non-blank/non-zero option is selected for certain routines. See Non-blank and Non-zero Options for details.
8. Specify Assigned value. This is a numeric value that will be assigned to the survivor row as a flag.
9. Specify the Always Create Survivor option. This option determines how the Commonizer handles the survivor when none of the records match the decision routine.
   • Y. The Commonizer creates a survivor. It will set the assigned value in the survivor attribute in the first row of the group, making the first row a survivor. This is the default.
   • N. The Commonizer will not create a survivor. For example, if the decision routine is set to "highest non-blank" and all the values in the test attribute are blank, then it is considered that there is no survivor.
10. Click Back.

    Example:

    Assume that the best row is the one with the most recent date in the Last_contact_date attribute. This row needs an assigned value of '1' in the Survivor_flag attribute to identify it as the survivor row for the LEV1_MATCHED grouping. The settings are as follows:

    Level (Levels tab)	1
    Key Attribute (Levels tab)	LEV1_MATCHED
    Rule	1
    Test Attribute	Last_contact_date
    Decision Routine	Highest non-blank, non-zero character
    Assigned Value	1
    Survivor Attribute (Levels tab)	Survivor_flag

    •  The routine looks for the highest character value (non-blank, non-zero) that occurs in the Last_contact_date attribute at a match level of 1.
    • Row 1 contains the highest contact date, so the Commonizer takes Row 1 as a survivor. As a result, the Survivor_flag attribute is flagged with a '1'.

    	LEV1_MATCHED	Last_contact_date	Acct_rep	Survivor flag
    Row 1	00000013	2005-03-17	JLS	1
    Row 2	00000013	2003-01-07	JLS
    Row 3	00000013	2004-02-08	JLS