This section allows the user to accept or reject specific matches associated with an inputted record. Any matched record will flow into the Match Output Queue, and any rejected record will flow into the No Match Queue on the next cycle of the MBS background process.
Records can be accepted or rejected in bulk, or specific records can be accepted/rejected from a file. Several actions can be performed:
- Reject Records
- Accept Records from File
- Filter match candidates on the current page
- Session Filters
- Apply Match Rules
1. Reject Records
There are several methods for rejecting records from Matchbook Services. By clicking the Additional Action button, the user can reject a single record or a batch of records.
Reject Records allows the user to reject a single record by mapping to one of the available fields. The rejected record will flow into the No Match Queue.
Reject From File allows the user to reject a batch of records based on InputID and SrcRecordId that are provided in the imported Excel File.
The user needs to identify the appropriate excel file and then map the InputId and SrcRecordId. Once executed, the rejected record(s) will flow into the No Match queue. If the user chooses the “Purge from Matchbook” option, records will be completely removed from the system.
2. Accept Records from File
Accept Records from File allows the user to accept all records based on DUNS. All the accepted data will flow into the Output Queue.
3. Filter Match Candidates on the Current Page
Match Filter provides the ability to filter on-screen data based on the selection(s) made. This non-persistent local filter can help easily identify certain types of matches across the data being displayed. The moment the user navigates away from the screen being displayed, the filter resets.
4. Session Filters
Session Filters allow users to refine the data presented based on their chosen filter(s). This filter will persist in the database and subsequently be applied to the user’s session until the user either modifies or deletes the filter. Users can add the filter by clicking on “Add Filter” button:
5. Apply Match Rules
This setting allows the user to apply rules to data in the Low Confidence Queue (i.e. Match Data under Data Stewardship. These settings can be configured at a tag level and the configuration is optional:
These rules can be configured based on your needs, which includes customization to only impact data with certain tags.
Once rules are created, they can be previewed against the existing Match Candidate dataset:
By clicking the Apply button, the newly created rule will be applied to the data, and those impacted records will flow into the Match Output Queue. Clicking the Export button allows users to export and preview the selected records.