This name matching algorithm is designed to tokenize compared names
– it breaks the group of words in the name string into individual names, or
tokens. Then the algorithm compares the tokens and creates a score for each
token. It is the default name matching setting for upgraded installations
from version 3.9.1 and later and for new installations.
Name Comparator 2.0 groups names into three categories which it then compares
and scores:
- Given name (first name and middle – or all words but the last name)
- Surname (last name)
- Full name (all words)
These three scoring categories allow you to tune name matching for specific
resolution rules to meet your name matching requirements. Scores are integer-based,
from 0-100, with 0 being the lowest score and 100 being the highest score.
The higher the score in a category, the closer the names matched in that category.
Configuration considerations - scoring guidelines
Whenever
you edit or change name matching settings for Name Comparator two, use these
scoring guidelines to assist you in setting up the resolution rules name thresholds.
These guidelines are also helpful when interpreting the scoring results of
this algorithm’s scoring categories.
- Full Name Score
- Based on the 0-100 score, here are guidelines to assist you in determining
the level of matching the Full Name score:
- 100 = exact match
- 90 = very good match (suitable for name and DOB resolution)
- 80 = good match (suitable for most resolution rules)
- 70 = average match (suitable when unique numbers are also present)
- Below 70 = not suitable for matching
- Given Name Score
- Based on the 0-100 score, here are guidelines to assist you in determining
the level of matching the Given Name score:
- 100 = exact match
- 90 = very good match (might indicate given-surname swap)
- 85 = minimum acceptable match
- Below 85 = not suitable for matching; might be useful when combined with
Given Name or Full Name to ensure some similarity
- Surname Score
- Based on the 0-100 score, here are guidelines to assist you in determining
the level of matching the Surname score:
- 100 = exact match
- 90 = very good match (might indicate given-surname swap)
- 85 = minimum acceptable match
- Below 85 = not suitable for matching; mighty be useful when combined with
Given Name or Full Name to ensure some similarity