About Pattern IDs - 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 Duplicates window lists records that match the newly added record in some way. The new record is always shown on the first line of the Duplicates window and is identified as the “driver” for this match. The relationship between the driver and each matching record is reflected in the Pattern ID. A Pattern ID is a code returned by Trillium Quality for Dynamics to assist you in evaluating relationships between records.

Figure: Duplicates Detected illustrates a few of the many Pattern IDs that can be returned, as determined by the default matching rules:

  • 100. The name and address match the driver.

  • 500. The name and phone number match the driver.

  • 506. The name and e-mail address match the driver.

  • Link. The name matches the driver, and a matching field, such as phone or e-mail address, matches another record that matches the driver for an indirect match. In the example in Figure: Duplicates Detected:

    • Record #5’s name and address matches the driver (the current record), so it is a match.

    • Record #3 matches the name in the driver, but does not match its address or e-mail so it is not a direct match.

    • Record #3’s e-mail address matches Record #5’s e-mail address, therefore there is an indirect match (a link) between Record #3 and the driver.

Note: Matching rules and Pattern IDs can be customized. Consult with your system administrator for information on matching rules and Pattern IDs specific to your environment.