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Fuzzy Match Last Name, then Fuzzy Match First name

sfarnham1
5 - Atom

Hello,

 

I'm working with two lists of names looking for potential matches, but aliases may be used.

 

What I'm hoping to do is run through the list on just last names, retain those match scores, then with the remaining matched names check if first names match.

I don't want to check list 1 against itself, and I only want to check first names against the list of names that have already. Even if there is a 0% match on first name, I still need any entry that matched the last name to carry through to the final result.

 

Thank you in advance.

 

 

Ex output format

 

Full Name list 1Matched Name (from list 2)List 1 LNList 2 LNLast Name ScoreList 1 FNList 2 FNFirst name score
Adam SmithElizabeth smithSmithSmith100%AdamElizabeth0%
Adam SmithAdam SmithSmithSmith100%AdamAdam100%
Allan BrenyAdam BrownBrenyBrownX%AllanAdamY%

 

5 REPLIES 5
ddiesel
13 - Pulsar
13 - Pulsar

Hi @sfarnham1 !

 

Fuzzy matching is an art, and the resources @caltang provided are great!

 

I'm not quite sure I understand your logic (why does Allan Breny match with Adam Brown on line 3 of your sample output?), but I took a stab at it to help you get started. You will need two fuzzy match tools - one for the Last Name matches and a second for the First Name Matches. I'm not sure I joined everything back the way you intend, but please see the workflow annotations and adjust as necessary.

 

Screenshot 2023-10-12 233446.png

 

Hope this helps! Let us know if we can help further.

caltang
17 - Castor
17 - Castor

Fuzzy Match is an art, not a science. Love this line - great work @ddiesel !

Calvin Tang
Alteryx ACE
https://www.linkedin.com/in/calvintangkw/
sfarnham1
5 - Atom

Hi @ddiesal 

 

Thanks for your help!

The first match is looking similar to what I have, but I'm having issues with the second match

 

Rather than splitting and matching them separately, I want to check last names first, then only within those that had a positive match check against first names. 

So for example, depending on threshold, Breny and Brown would have a positive match (I just made up names and didn't think too hard about the actual threshold for the example), I would then check their first names against each other. It is also okay for one person to match against multiple in the fuzzy match as there will be a final manual review of the results.

 

List #2 is the US treasury's Sanctioned Designated Nationals List. This is really about finding if there is any potential match that would be further reviewed, hence last name check first as it is a significantly more unique identifier than a first name

sfarnham1
5 - Atom

Apologies, this is actually perfect. The issue came from my end.

 

Thanks so much for your help!

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