Use the Entity Resolution tab to
specify the entity resolution details of the data source.
- Entity Resolution Configuration
- From the list, select the resolution configuration this data source
uses when loading data.
- Candidate Builder Configuration
- From the list, select the appropriate candidate builder configuration
used during entity resolution processing when loading data from for
this data source.
- Default
- Select this setting to use the default candidate builder configuration.
- Default w/ Name Only
- Select this setting to use the default candidate builder configuration
with the addition of name only matching.
- To use the Name Hasher to process name data for this data source,
select this candidate builder configuration. (Make sure that the system
parameters for the Name Hasher are set.)
- Characteristic Confirmation
- From the list, select Yes to specify that
characteristic confirmations are processed when loading data from
this data source. Otherwise, select No.
- Perform Detach
- This setting is typically used only for hotel systems.
- From the list, select Yes to specify that
the pipeline can match data without the data source account. If the
match is not successful, the delete date is set on prior data. Otherwise,
select No.
- Name Manager Match Level
- From the list, select the value for the comparison level to use
when scoring incoming name data from this data source.
- Default
- Select this value to use the most common name match comparison
level.
- Loose
- Select this value when you want to produce more name matches from
this data source. This value loosens the name comparison match level,
so that the comparison is less strict than the Default value.
- Tight
- Select this value when you want to produce fewer name matches
from this data source. This value tightens the name comparison match
level, so that the comparison is more strict than the Default value.
- Allow Unresolve
- The unresolve feature is the process of separating resolved identities
into two separate entities, based on new information from incoming
data. From the list, make the appropriate selection for this data
source:
- Select Yes to permit entity resolution
to separate identities into separate entities, if warranted, when
loading accounts for this data source.
- Select No to prevent entity resolution
from separating identities into separate entities when loading accounts
for this data source.