Product: ImportOmatic

Description: This solution discusses the new duplicate similarity score in Auto-pick

Environment: All

Version: 2.3 and higher

Answer:

Each record returned in the duplicate search results is assigned a duplicate similarity score. This score is a measure of how close of a match that record is based on an evaluation of several fields. When selecting the auto-pick score option use the slider to select a score value; if one and only one record is returned by the duplicate search results, auto-pick will automatically select that record if it meets or exceeds the value you have set.

The duplicate similarity score evaluates various fields for how closely they match and weights the fields for how much of an impact each has on an overall confidence for matching. For example, a record that has a blank first name and matching last name may score differently than a record with an obviously different first name and matching last name. Likewise, a record that matches exactly on last name, birth date, phone, and email may score differently than a record that matches exactly on first name, last name, and address.

Please use the following link to locate the ImportOmatic User Guide for additional information.