Developer Transformation Guide > Match Transformations in Identity Analysis > Identity Match Strategies
  

Identity Match Strategies

The Strategies view lists the strategies that you define for the identity data. The strategies determine how the transformation measures the similarities and differences between the data in the identity index.

Identity Match Algorithms

The Match transformation includes predefined identity algorithms that compare the data values in the identity index. Select the algorithm that best represents the type of identity data in the data set.
The following table describes the algorithms and identifies the inputs that you select for each one:
Identity Algorithm
Description
Address
Identifies records that share an address.
The algorithm requires the following primary input:
  • - Address
The algorithm does not require a secondary input.
Contact
Identifies records that share a contact at a single organization location.
The algorithm requires the following primary inputs:
  • - Person_Name
  • - Organization_Name
  • - Address_Part1
The algorithm does not require a secondary input.
Corp Entity
Identifies records that share corporate identification data. Optionally, select this algorithm to analyze address and telephone data.
The algorithm requires the following primary input:
  • - Organization_Name
The algorithm does not require a secondary input.
Division
Identifies records that share an office location within an organization.
The algorithm requires the following primary inputs:
  • - Organization_Name
  • - Address_Part1
The algorithm does not require a secondary input.
Family
Identifies individuals that belong to a family. Analyzes name, address, and telephone number data.
The algorithm requires the following primary input:
  • - Person_Name
The algorithm requires one of the following secondary inputs:
  • - Address_Part1
  • - Telephone_Number
Fields
Identifies records that share data on ports that you select.
The algorithm does not specify any required input. Select the port or ports that might contain duplicate identity data.
Household
Identifies individuals that belong to a household. Analyzes name data and address data.
The algorithm requires the following primary inputs:
  • - Person_Name
  • - Address_Part1
Individual
Identifies duplicate individuals. Analyzes name, date of birth, and personal identification data such as Social Security numbers, account numbers, and vehicle identification numbers.
The algorithm requires the following primary input:
  • - Person_Name
The algorithm requires one of the following secondary inputs:
  • - Date
  • - ID
Organization
Identifies records that share organization data.
The algorithm requires the following primary input:
  • - Organization_Name
The algorithm does not require a secondary input.
Person Name
Identifies records that share information about individuals.
The algorithm requires the following primary input:
  • - Person_Name
The algorithm does not require a secondary input.
Resident
Identifies duplicate individuals at an address. Optionally, configure this strategy to analyze personal identification data.
The algorithm requires the following primary input:
  • - Person_Name
  • - Address_Part1
The algorithm does not require a secondary input.
Wide Contact
Identifies records that share a contact at an organization.
The algorithm requires the following primary inputs:
  • - Person_Name
  • - Organization_Name
The algorithm does not require a secondary input.
Wide Household
Identifies individuals that belong the same household.
The algorithm requires the following primary input:
  • - Address_Part1
The algorithm does not require a secondary input.

Identity Match Strategy Properties

Configure the properties for each identity strategy.
When you configure an identity strategy, you can configure the following strategy properties:
Population
Determines the population to apply to identity analysis. Populations contain key-building algorithms for specific locales and languages.
Match level
Determines the balance of search quality and search speed. The search speed is inversely related to the number of matches returned. Searches that use the Loose setting return fewer matches, while searches that use the Conservative setting return more matches.