Setting Up a Reference Matcher Process - trillium_discovery - trillium_quality - 17.1

Before you run the Reference Matcher, setup and configure the process in the following order:

1. Prepare a reference (master) entity. Select a reference entity, sort it based on the window key, and run the Relationship Linker.
2. Create reference match keys. Select and copy attributes used for reference match keys.
3. Prepare an input (transaction) entity. Select an input entity and sort it based on the window key.
4. Create a Reference Matcher process. Build a Reference Matching process using the reference and input entities.
5. Configure the Reference Matcher settings. Configure the Reference Matcher settings and select options for the process.
   Guidelines: Note the following guidelines when setting up a Reference Matcher process:

   • Schema
     • Reference (master) entity and input (transaction) entity can use different schemas, such as different attribute length and type. The length of the longer attribute will determine the attribute length used in the comparison. The data of the shorter attribute will be blank padded to the length of the longer attribute.
     • The schema for the standard output entity is based on the schema for the input (transaction) entity. You can modify the output schema in the Schema Editor. See Modifying Output Schema.
     • The schema for the optional reference output entity is based on the schema for the reference (master) entity. You can modify the output schema in the Schema Editor. See Modifying Output Schema.

   • Unique number. Within each entity, record numbers must be unique. Duplicate record numbers between the two entities are irrelevant.