Constructing Window Keys - 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

A window key is a composite structure created from a limited set of elements in the cleansed data. By default, up to three window keys are created for a record:

  • A window key representing name and address components. (For Accounts, the company name is used.)

  • A window key representing name and telephone number components.

  • A window key representing name and e-mail address components.

Note: Additional window keys can be created if additional match criteria are added, as described in the Trillium Quality for Dynamics Installation and Developer’s Guide.

When a record is entered during real-time processing, Trillium Quality for Dynamics cleanses the record and creates its window keys. It then examines existing records to determine if any have one or more of the same window keys. If there are matching window keys, this group of match candidates is sent to the matcher for further evaluation.

For example, assume a name and address window key is constructed using the following window key rules:

  • Use the first three characters of postal code.

  • Append the first character of the business name.

  • Append the first character and subsequent consonant of the street name.

  • Append a ‘1’ if this is a personal name and a ‘2’ if this is a business name.

When the following address is cleansed, Trillium Quality for Dynamics would assign it the window key 024CBR2:

CENTER HOSPITAL

25 BRATTLE LN

ARLINGTON MA 02476

If the following business address is already in the database, it would also have the window key 024CBR2:

CHEMIST ASSOCIATES

12 BRANTWOOD RD

ARLINGTON MA 02476

Trillium Quality for Dynamics would send these two match candidates to the matcher to be more thoroughly evaluated.