Selecting the Matching Critical Data fields

The following critical data fields are selected as default values for person matching.

When a critical data field is selected, the value of the configuration element is set to true. Otherwise, it is set to false.

Name Configuration Element Name Default Values
Address /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/PersonAddress/enabled TRUE
City /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/PersonCity/enabled TRUE
State/Province /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/PersonState/enabled TRUE
Country /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/PersonCountry/enabled TRUE
County /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/PersonNationalID/enabled
Note: The following two configuration elements are related and have to be set to proper values.
  • /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/PersonNationalID/TpCd – Contains I or C. I indicates that the Party Identification entity is used as the national identifier. C indicates that Party Contact Method is used as the national identifier.
  • /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/PersonNationalID/type – Contains the type of either Identifier (identifier.id_tp_cd) or Contract Method (CONTACTMETHODGROUP.CONT_METH_TP_CD).
TRUE
Zip/Postal Code /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/PersonPostCode/enabled TRUE
BirthDate /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/PersonBirthDate/enabled TRUE

For organization matching the default data fields are listed in the following table.

Name Configuration Element Name Default Values
Address /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Org/OrgAddress/enabled TRUE
City /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Org/OrgCity/enabled TRUE
State/Province /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Org/OrgState/enabled TRUE
Country /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Org/OrgCountry/enabled TRUE
County /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Org/OrgNationalID/enabled
Note: : The following two configuration elements are related and have to be set to proper values.
  • /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Org/OrgNationalID/TpCd – Contains “I” or “C”. “I” indicates that the Party Identification entity is used as the national identifier. “C” indicates that Party Contact Method is used as the national identifier.
  • /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Org/OrgNationalID/type – Contains the type of either Identifier (identifier.id_tp_cd) or Contract Method (CONTACTMETHODGROUP.CONT_METH_TP_CD).
TRUE
Zip/Postal Code /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Org/OrgPostCode/enabled TRUE
Established Date /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Org/OrgEstablishedDate/enabled TRUE

The data fields in the preceding table are the default values used for matching.

There are four configuration options for Match Strings (4 for Person and 4 for Org), each Match String contains three pieces of data. For example, for person match string 1, the configuration elements are:

  • /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/PersonMatchString1/enabled – Contains true or false depending on the client choice
  • /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/ PersonMatchString1/type – Contains I or C. I indicates that the Party Identification entity is used in the match string. C indicates that the Party Contact Method is used as the match string.
  • /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/ PersonMatchString1/TpCd – Contains the type of either Identifier (identifier.id_tp_cd) or Contract Method (CONTACTMETHODGROUP. CONT_METH_TP_CD).

The match string type can either be party identification or party contact method, as shown in sample data in the following table.

Party Identifiers Party Contact Methods
Social Security Number Home Telephone
Driver's License Number Business Telephone
Birth Certificate Facsimile
Social Insurance Number Pager
Tax Identification Number Cellular
Tax Registration Number Business Email
Passport Number Personal Email
Health Card Mobile Telephone

For party identifiers, the type/value pairs are from CDIDTP table in data base. For party contact methods, the type/value pairs can be found in CDCONTMETHTP table. As there are four match string configurations provided for each Person or Organization. A maximum of four combined strings from party identification and contact methods can be selected for each Person or Organization.

The person match string configuration elements are listed in the following table:

Person match strings Configuration elements name
Person matchString1 /BM/ELMDM/IIS/CriticalDataFieldsMatch/Person/PersonMatchString1/enabled

/IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/PersonMatchString1/TpCd

/IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/PersonMatchString1/type
Person matchString2 /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/PersonMatchString2/enabled

/IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/PersonMatchString2/TpCd

/IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/PersonMatchString2/type
Person matchString3 /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/PersonMatchString3/enabled

/IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/PersonMatchString3/TpCd

/IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/PersonMatchString3/type
Person matchString4 /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/PersonMatchString4/enabled

/IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/PersonMatchString4/TpCd

/IBM/ELMDM/IIS/CriticalDataFieldsMatch/Person/PersonMatchString4/type

The organization match string configuration elements are listed in the following table.

Organization match strings Configuration elements name
Organization matchString1 /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Org/OrgMatchString1/enabled

/IBM/ELMDM/IIS/CriticalDataFieldsMatch/Org/OrgMatchString1/TpCd

/IBM/ELMDM/IIS/CriticalDataFieldsMatch/Org/OrgMatchString1/type
Organization matchString2 /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Org/OrgMatchString2/enabled

/IBM/ELMDM/IIS/CriticalDataFieldsMatch/Org/OrgMatchString2/TpCd

/IBM/ELMDM/IIS/CriticalDataFieldsMatch/Org/OrgMatchString2/type
Organization matchString3 /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Org/OrgMatchString3/enabled

/IBM/ELMDM/IIS/CriticalDataFieldsMatch/Org/OrgMatchString3/TpCd

/IBM/ELMDM/IIS/CriticalDataFieldsMatch/Org/OrgMatchString3/type
Organization matchString4 /IBM/ELMDM/IIS/CriticalDataFieldsMatch/Org/OrgMatchString4/enabled

/IBM/ELMDM/IIS/CriticalDataFieldsMatch/Org/OrgMatchString4/TpCd

/IBM/ELMDM/IIS/CriticalDataFieldsMatch/Org/OrgMatchString4/type