HI All,
I been scouring the forums looking for an answer to my problem, but struggling to find a post that may help with my use case.
Problem Statement. - I have two input files (Contacts) & (Companies). I would like to perform a fuzzy match which compares the Contact Address Against the Offices for a given Parent.
IE : If Contact Practice_ID = 18000009, find the Corresponding "Company", return all child records associated to that "Company" then run fuzzy matches against those Child Records
All the offices under a company will have the company ID stamped in the Parent ID field
Contact input
| Practice_ID | Adviser_Practice | Address (Line 1, Line 2, Line 3) | Adviser_Building | Adviser_Address | City | Adviser_State | State/Province | Adviser_Postcode |
| 18000009 | Mason LTD | Suite 1 128 Jolimont Rd | Suite 1 | 128 Jolimont Rd | East Melbourne | VIC | Victoria | 3002 |
| 18000009 | Mason LTD | Suite 5 2-6 Albert St | Suite 5 | 2-6 Albert St | Blackburn | VIC | Victoria | 3130 |
Company Input
| Account_SIV_Id__c | Address (Line 1, Line 2, Line 3) | Primary Address Line 1 | Primary Address Line 2 | Primary Address Line 3 | City | State | Postcode | Level | Company ID | Parent ID |
| AUS_18000009 | Suite 5, 2-6 Albert St | Suite 5 | 2-6 Albert St | | Blackburn | Victoria | 3130 | Company | 0013a00001ndVPtAAM | |
| L5_AUS_18000009 | Suite 5, 2-6 Albert St | Suite 5 | 2-6 Albert St | | Blackburn | Victoria | 3130 | Office | 001j000000eKhoRAAS | 0013a00001ndVPtAAM |
Identifying Company Vs Child.
Level = Company (Parent)
Level = Office (Child)
Matching Criteria
Find the Practice_ID in the Account_SIV_Id__c where level = Company and
NB :
- Where Level = Company the Account_SIV_Id__c has a following naming convention "AUS_ + Practice_ID"
Expected out come
| Practice_ID | Adviser_Practice | Address (Line 1, Line 2, Line 3) | Adviser_Building | Adviser_Address | City | Adviser_State | State/Province | Adviser_Postcode | Company ID | Parent id | Match % | Level | Helper |
| 18000009 | Mason LTD | Suite 1 128 Jolimont Rd | Suite 1 | 128 Jolimont Rd | East Melbourne | VIC | Victoria | 3002 | | 0013a00001ndVPtAAM | 0% | Office | No Matches found |
| 18000009 | Mason LTD | Suite 5 2-6 Albert St | Suite 5 | 2-6 Albert St | Blackburn | VIC | Victoria | 3130 | 001j000000eKhoRAAS | 0013a00001ndVPtAAM | 100 | Office | Map To Existing Record |
