Fuzzy match by name

[abx]

Hi All, 

I am new to Alteryx and also relatively new to data analytics.  I really need help to do fuzzy match name based on the information below: 

Table 1 - Truncated Name

Client Name	Account number
Alex You	1
Santa Clau	2
John Turner	3
William Ladell	4
John Cliffor	5
Evelyn Powell	6
LeeLee Tan	7

Table 2 - Clean Name

Client Name	Account number	Note
Alex Young	1
Santa Clause	2
John Turner	3
William Ladell John	4
John Clifford	5
Evelyn Powell Jerome	6
Kelvin Tan	7	Change of owner from LeeLee Tan to KelvinTan

Table 3 - Expected output

Client Name_Truncated	Client Name_Cleaned	FuzzyMatch_Name	Account number
Alex You	Alex Young	Alex Young	1
Santa Clau	Santa Clause	Santa Clause	2
John Turner	John Turner	John Turner	3
William Ladell	William Ladell John	William Ladell John	4
John Cliffor	John Clifford	John Clifford	5
Evelyn Powell	Evelyn Powell Jerome	Evelyn Powell Jerome	6
LeeLee Tan	Kelvin Tan	Kelvin Tan	7

From table 1 comprise of truncated clients name and we will need to do fuzzy match with table 2 which comprise of the cleaned client list name based on account number. 

Table 3 is the expected output. However, if the name is not truncated name such as account number #7, I would need the new client name. 

Appreciate your help on this workflow. Thank you very much. 

[jdminton]

Try the attached. You will not be able to match name changes to the degree in your example, but you can match everything else and get a summary of the differences that can be manually reviewed. Fuzzy matching of this type will depend on most of the name being the same. Hopefully this helps. 

[ArtApa]

Hi @abx - You wrote that you need "the cleaned client list name based on account number". I'm not sure why would you need fuzzy matching then... Here is how you can do this: