Perform Fuzzy matches on Child record of Parent

[Masond3]

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

[MattBSlalom]

Step 1 is to join your company data to itself to attach the parsed "Practice ID" from the parent company to the separate offices.

Step 2 is to combine the datasets (after tagging them to be able to distinguish between them) for the Fuzzy Match and configure it for each of the fields to compare.

Step 3 is to link the matched & unmatched results back together to see all your attributes.

Sample Workflow: