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SOLVED

Fuzzy match ignoring records

Korpelak
8 - Asteroid

Hey All, I am trying to run a small list of events attendees, like 24 records against a large list of clients hoping to identify current clients from the events list.

 

Fuzzy match is not returning results as expected, for example I extracted a sample record going into the the tool:

(I have sanitized names, these are all fake)

CountFirst_RecordIDSF_CompanySourceFirstNameLastName
5172748Index CoA  
 13Index CoBAemondSpel
 15Index CoB**bleep**Kieef
 19Index CoBHanMoe

 

Where source A is my CRM and source B is the list of events. I only want to match on the Company name.

 

Here is the funny thing, if I add a filter before the fuzzy matching to bring only the records where company name contains "Index" then the Fuzzy match works perfectly, and the records above get a 100% match. If I remove the filer and allow for all the thousands of records to flow through, the records above are no where to me found. I have brought all unmatched records, filter to find those and nada. What am I missing?

 

Here is my config for the fuzzy:

fuzzy match config.PNG

 

 

2 REPLIES 2
alexnajm
18 - Pollux
18 - Pollux

@Korpelak I am not sure we'll be able to help without seeing the behavior. Do you have more records we can use to see this behavior?

 

I quickly recreated your workflow and see the same thing - all Index Co records are 100% match to from one source to the other.

alexnajm
18 - Pollux
18 - Pollux

Otherwise, you could temporarily lower your threshold to see if you get more records - remember though, the Company Match method does a 60% threshold by default!

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