The Fuzzy Match tool is a handy tool for matching of non-identical values. There are two different modes that the tool can perform in; Purge, which is used for a single file and compares all records and, Merge, which compares records of different sources.

Steps to perform before attaching the fuzzy match tool.

·         Data cleanse

o   Remove white space, punctuation and make all upper case.

·         Give each row a unique ID field

·         Build a single data set, using the union tool

·         Add a column to each data set to give each source a unique identifier

·         Remove any identical matches

Use the Unique tool to remove any exact matches before applying the purge fuzzy match. When using it merge mode, use a join tool to remove any exact match.

Fuzzy Match

Step 1: Configuration

·         Choose preferred Mode

·         Source ID field (only for merge)

·         Record ID field

·         Match Threshold – this considers each specification within the configuration properties. If the match score generated is less than the specified threshold then it will not qualify as a match.

·         Match fields – field names and match style

o   There are a couple of premade match styles, such as Address and Name. But for more control there is a custom option.

·         Advanced options- output match Score

Step 2: Unique Record tool – selecting both sources RecordID, as this will eliminate any duplicate matches

Step 3: Join back the field results. In this case, joining both the names and the addresses back in from the different sources.

Step 4: Union- final step is to join back the different sources that now have all the data put back in.

Alice Rooney
Author: Alice Rooney