Matching Account Records - trillium_quality - 2.7

Trillium Quality for Dynamics Guide

Product type
Software
Portfolio
Verify
Product family
Trillium
Product
Trillium > Trillium Quality
Version
2.7
Language
English
Product name
Trillium Quality
Title
Trillium Quality for Dynamics Guide
Topic type
Administration
Overview
How Do I
Configuration
Reference
Installation
First publish date
2008

The fields and matching algorithms described in the table given below are used to compare account records.

Table 1. Matching Account Records

Field Names

Matching Algorithm

Description

Business Name

busname

This comparison routine compares two business names, assuming the fields are left-justified and blank-filled. The routine also assumes that a word is any group of characters followed by a blank. This routine can successfully match:

  • An acronym against a list of words.
  • One word against a group of single-character words.

Street Name

Streets

This comparison does the following:

  1. Temporarily changes punctuation in each record (periods to blanks, ampersands to pluses).
  2. Applies a spelling algorithm to commonly abbreviated street words.
  3. If the spelling yields a score less than 80, applies a modified sound algorithm.
  4. If the score is still less than 80 for numeric streets, applies a word comparison routine.
  5. If the two fields do not match exactly, calculates two field lengths by excluding trailing blanks.

House Number

Houseno

This comparison routine does the following:

  1. Compares two fields directly to each other.
  2. If the two fields do not match exactly, calculates two field lengths and starting positions by excluding leading blanks.

Box Number

Absolute

Compares two fields, indicating if they are an EXACT match only.

Postal Code

Partial1

Compares the Postal Code of each record with consideration of comparing blank values and zeros. This comparison indicates if the values are exactly the same or not, with an indication if the values are blank.

City

Partial1

Compares the City value of each record with consideration of comparing blank values and zeros. This comparison indicates if the values are exactly the same or not, with an indication if the values are blank.