Based on a Group Creating an outcome based on x crtieria

[Masond3]

Hi Team. 

I need some assistance,

I am performing fuzzy matching to find potential duplicates in our system, whilst analyzing the results i have noticed that in some instances its giving me false positives which i need to identify. 

To eliminate these false positives i was thinking about creating an additional column to call out that its not a duplicate based on certain rules.

Using the the example Below the logic should work as follows ;

NB : 

• Only assess values within a group
  
  • If Count of Group = 2 and  Source= FINRA & the IDs are different then "Not a Duplicate" 
  • If Count of Group = 2 and  Source= FCA  & the IDs are different then "Not a Duplicate" 
    

Group	Name	ID	Source	Name	Outcome
8650	Mason LTD	11111	FINRA	CRD	Not a duplicate
8650	Mason LTD	22222	FINRA	CRD	Not a duplicate
8651	Amazon Ltd	33333	FCA	FCA	Not a duplicate
8651	Amazon Ltd	33334	FCA	FCA	Not a duplicate
8652	Alteryx PLC	11111	FINRA	CRD
8652	Alteryx PLC
8653	Tesla Ltd	11111	FINRA	CRD
8653	Tesla Ltd	33333	FCA	FCA
8654	Costa	11111	FINRA	CRD
8654	Costa
8654	Costa	33333	FCA	FCA

Looking forward to your response. 

Kind regards

Masond3

[ArtApa]

Hi @Masond3 - If you can define rules, you can then take the "Not a duplicate" records out before or after the Fuzzy Match tool using a simple Join. However, the example that you provided does not look as a use case for Fuzzy Matching.

[Masond3]

@ArtApa my matching is based on name and address, In the example above ., the matching identified these as a duplicate as the name and address is the same, however it had a different source and ud , and that’s why I want the formula to tell me after the algorithm to run thats it’s nit a match 

[ArtApa]

Hi @Masond3 - If I understood you correctly, here is how your solution may look like:

Please check 8653. It looks like it's "Not a duplicate".

[Masond3]

@ArtApa  Thank you for providing this example. Looking at 8653 the correct answer is in Column "Outcome" ,
Why is this correct : as 8653 have a count of 2, but there 2 different sources, then these need two records need to be compared, therefore there shouldnt be a value populated in "outcome 2"

[ArtApa · Accepted solution]

Hi @Masond3 - Understood and fixed.