Search options tab

On the Search options tab you can define the settings for subset fields as well as for the duplicate check threshold value, and activate the duplicate check when importing addresses.

Subset fields

The duplicate check compares specific addresses against other specific addresses. This means that the whole address data stock is divided into subsets in which each address is checked against all the other addresses in the subset.

In the Subset fields area, you can define how many characters a field value can have for certain fields as this helps to limit the amount of data compared. In the drop-down list in the Subset fields area, you will see the fields for which you can limit the number of characters, this helps reduce the amount of data being compared.

You can enter values from 0 to 5. If you set the value to 0, then the fields will not be included in the subset. The higher the selected value, the more subsets are created and the more effective the duplicate search is. If, for example, you form subsets based on the first 2 characters of a postal code, then more addresses will be included in the subset as taking the first 3 characters of the postal code which limits the amount of data to be compared.

• Select the fields you wish to use from the drop-down list in the Subset fields area and define a value.
• If you activate the Ignore empty fields when creating subsets option, data record in which the respective field is empty are not included in the subsets. Using this option you can restrict the number of addresses to be compared.

Threshold

In the threshold area you can define a percentage value for address matching which is used to discern duplicates.

• Select a value from 0% to 100%.

Duplicate check when importing data

In the Duplicate checking while importing area, you can define whether a duplicate should run during an address import. Any duplicates found are highlighted, these can be merged by users if they have sufficient rights to do so in the CAS genesisWorld Desktop Client.

• Rights for the duplicate check

There are a few specifics you should know about if you have enabled the duplicate check when importing address data.

• Duplicate check when importing data

• Activate the Execute a duplicate check while importing addresses option.

Additional settings

In the Additional settings area you can define the following settings.

• Activate the Duplicate check only when changing relevant fields option if you want the duplicate check to be only executed if the fields you have defined on the Included fields tab are changed.

• Included fields tab

• Activate the Ignore empty fields in the duplicate check option of empty fields are not supposed to change the threshold value.

When calculating the probability of whether a duplicate exists, the fields selected for the duplicate check are checked on a field level. If the option is active, then any empty fields in an address data record are ignored if another address which is compared to the first contains a value in the same field.