Reltio Connect

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  • 1.  How to match initials

    Founding Member
    Posted 11-11-2022 07:04
    In every MDM implementation match on middle name is a every common scenario but its implementation seems complex. I am looking for a solution to match records where one of the matching pair have middle name as J. and other pair has in as Jhon. I have tried using regular expression but no luck, any suggestions?

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    Ashish Rawat
    Manager
    Fresh Gravity
    Bangalore
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  • 2.  RE: How to match initials

    Reltio Partner
    Posted 11-14-2022 09:15
    How about the simple approach of creating an attribute "MiddleInitital" and setting it to the first char of the Middle Name field from all sources.  (The Life Sciences Config has that attribute btw OOB for precisely that purpose).

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    Curt Pearlman
    PwC
    Agoura Hills CA
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  • 3.  RE: How to match initials

    Founding Member
    Posted 11-14-2022 10:35

    Hi Curt,

    Addition of new attribute to support match rules (via integration or Reltio cleanser) is a work around. I wanted to check if there is something can be done at match rule level.



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    Ashish Rawat
    Manager
    Fresh Gravity
    Bangalore
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  • 4.  RE: How to match initials

    Reltio Employee
    Posted 11-15-2022 09:56
    Hi Ashish,

    If you want to stick to capabilities within a match rule, it looks like you should be able to use the string replacement cleanser to convert the middle name to the first initial.  Doing this on a first initial and on a full middle name will yield you a string of the first initial and therefore a match. 

    https://docs.reltio.com/en/explore/get-a-crash-course/get-ready-to-turn-your-data-into-action/learn-about-multidomain-mdm/reltio-match-merge-and-survivorship/match-group-elements---description-and-configuration/rule-element/match-cleansers/string-replacement-cleanser

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    Gino Fortunato
    Senior Solution Engineer
    Reltio
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  • 5.  RE: How to match initials

    Founding Member
    Posted 11-21-2022 12:18
    Thanks Gino, The regex which wasn't working via custom match rule, works with string replacement cleanser :)

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    Ashish Rawat
    Manager
    Fresh Gravity
    Bangalore
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