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  • 1.  Is there a meaningful way to sort /filter/export Customer by Potential Match?

    Posted 09-07-2021 11:31
    Hello all, 
    I was wondering if there's a meaningful way to sort Customer by Potential Match?
    - Something like sorting based on number of potential matches (show me records that have only 2/3/4 potential matches up top)
    - or sorting based on match score or filtering based on name

    If that's not possible, how do I export those in a spreadsheet so I can only focus on the records that are meaningful for me. 



  • 2.  RE: Is there a meaningful way to sort /filter/export Customer by Potential Match?

    Founding Member
    Posted 09-08-2021 16:32
    Hi Haresh,   You can accomplish this through creating a Saved Search.   In your search amoung what ever other criteria you are focused on for your stewarding priority, add filter   Potential match equals X,  potential match less than X,  In Range X to Y   etc.    That will allow your stewards to focus on the low hanging fruit ones.   There is also an option to add the criteria for Match score again equal, less / greater than, in range etc.      An opportunity you may want to dig into is where your potential matches are greater than 'some number'  to allow you to research in how you may want to tweak your match rules to reduce the number of false positives.   The Reltio Match Analysis will also help with that.   

    Hope this helps!
    Angie


  • 3.  RE: Is there a meaningful way to sort /filter/export Customer by Potential Match?

    Posted 09-08-2021 16:42
    Thanks @Angela Wawrzaszek that's exactly what I did after I posted this. Good to get some validation on my approach :)
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