By assigning gender based on a name, you can improve entity
resolution. You can set confirmation and denial scores based on whether
the gender of the compared entities is the same. You can configure
names to dynamically assign gender and add the Gender characteristic
to the incoming UMF records.
Before you begin
- Make sure that Name Manager is turned on and the path to the Name
Manager support files is set in system parameters. If this DQM function
is enabled without a valid path to the Name Manager support files,
the pipeline logs an error and shuts down.
- When you enable the gender feature of this DQM function, you are
changing system configuration. As with any configuration changes,
make sure to stop any active pipelines before you change the configuration.
Then restart the pipelines to reinitialize them with the configuration
changes.
About this task
- For new product installations of V8.0 fix pack 2 or later, this
DQM function is already configured and active.
- For upgraded product versions as of V8.0 fix pack 2 or later,
this DQM function is configured but is inactive. To use this improved
gender functionality, change the status of the existing DQM function
to Active. If you previously assigned gender
using the Gender Characteristic Type parameter
of DQM function 255, reset the value of that parameter to NONE.
You can still use DQM 255 on any UMF <NAME> tag
to standardize names.
Procedure
- In the Configuration Console, select .
- Select NAME from the Segment list.
- Select the UMF tag name of FIRST_NAME that
also lists 258 - Name Genderizer as Function. This configuration evaluates only the first name in the incoming
record for personal names. If the categorizing names feature of Name
Manager is turned on, you must specify the entire name in the LAST_NAME UMF
tag of the NAME segment.
- In Status, make sure that Active is
selected.
- In Rule Filter, make sure that NAME_TYPE=M is
the field value. This value ensures that only the main name for each
input record is evaluated to assign gender.
- On the Parameters tab, make sure
that the Minimum Gender Confidence Score is
set to a number between 0 and 100. The default score is
set to 90, meaning that gender is not assigned unless there is a 90%
confidence in the gender assignment. Be cautious about lowering this
score, because a minimum score below 90 can impact entity resolution
during gender confirmation or denial.
- Click Save.