=================================================================================================== matchIT Hub Service Copyright (c) 2014-2023 BackOffice Associates, LLC d/b/a Syniti and/or affiliates. =================================================================================================== Version 3.2.4.8 Released 24th March 2023 --------------------------------------------------------------------------------------------------- 3.2.4 - 14th December 2022 --------------------------------------------------------------------------------------------------- - Scoring - Added option output score as a percentage of the maximum score (sum of sure weights) - Custom fields and Operational Data fields - Allow user to specify compare logic on a field by field basis, options are: 1. "Matrix" (default) : traditional matchIT scoring used for custom fields o equal score = sure weight o approx, sounds_equal score = likely weight o sounds_approx score = possible weight 2. "Damerau_Levenshtein" - simple fuzzy compare, no phonetic o Score = DL fuzzy score * sure weight o Possible weight is threshold (as with address scoring) 3. "Company" - traditional matchIT company compare algorithm - Operational Data - Added ability to simply compare the whole description without the need to parse into attributes - Allow multi-word lookups where there weren't spaces between the words - Add support for symbols in attribute value lookups e.g. apostrophe and quotation mark for feet and inches - Trim trailing whitespace from attribute values in xml - Fixed bug with ExtraScore post-matching rule testing website score instead of extra score - Smart Settings (Operational data) - Default minimum score for operational data changed to 0 - Add NormalizedCategory to all fuzzy keys (if more than one category defined) - Change default sure score to 100 and bothEmpty score to 95 - If no attributes are defined: - Use Category as a key - allows comparing every record to every other record - Set weights on Extra field (without attributes whole description will fall through to Extra) - Smart Settings (Party data) - Changed default score thresholds to be consistent across regions and products - Don't use OrganizationKey on higher volumes as it doesn't scale well - Include DateOfBirth in exact key - Don't use Name and Email matching method for business level matching - Set post-matching rules for Name and State method - Lowered minimum score to 20 for address level if only method is ZIP only --------------------------------------------------------------------------------------------------- 3.2.3 - 21st October 2022 --------------------------------------------------------------------------------------------------- - Built with matchIT Hub 3.2.3 for improved error handling --------------------------------------------------------------------------------------------------- 3.2.2 - 16th June 2022 --------------------------------------------------------------------------------------------------- - Built with matchIT Hub 3.2.2 to add ability to override base names and words on a file-by-file --------------------------------------------------------------------------------------------------- 3.2.1 - 28th May 2022 --------------------------------------------------------------------------------------------------- - Improved backwards compatibility for names and words lookup --------------------------------------------------------------------------------------------------- 3.2.0 - 29th March 2022 --------------------------------------------------------------------------------------------------- - Built with matchIT Hub 3.2.0 to add support for operational data --------------------------------------------------------------------------------------------------- 3.1.0 - 4th November 2021 --------------------------------------------------------------------------------------------------- - [3.1.0.16] Built with matchIT Hub 3.1.0.15: - improved handling of multiple hash characters in address - [3.1.0.14] Built with matchIT Hub 3.1.0.14: - add legalNormalization option to replace tight names.dat - [3.1.0.11] Built with matchIT Hub 3.1.0.11 - UK Address Verification: - Fix an issue with Multires when outputting the owning PAF record of an ambiguous MR result - Smart Settings: don't override user-defined master records identification settings - Choose appropriate master record for exact match records - Built with matchIT Hub 3.1.0 to add support for new address parser - Logging can be directed to different outputs - Added optional user authentication: - Requests made to service require either basic authentication credentials or bearer authentication using JWT issued by service - Role-based authorization, all requests other than GET requests and lookup requests require user to have "admin" role --------------------------------------------------------------------------------------------------- 3.0.3 - 15th June 2021 --------------------------------------------------------------------------------------------------- - Built with matchIT Hub 3.0.3 for improved premise matching --------------------------------------------------------------------------------------------------- 3.0.2 - 20th November 2020 --------------------------------------------------------------------------------------------------- - [3.0.2.9] Encode data for html before displaying in status pages - [3.0.2.4] Removed hanging threads after deleting an engine - [3.0.2.4] Added sample python code for integrating the Hub Service - [3.0.2.2] Added index page (http://localhost:8080/index.html) and link to website on status page - Update ProxyEngine to better handle errors returning from the Hub Service - Logging interface no longer replaces log file if one already exists and no name is provided in a later request - Forbid creating two engines with the same name until the first is deleted --------------------------------------------------------------------------------------------------- 3.0.1 - 28th September 2020 --------------------------------------------------------------------------------------------------- - In lookup mode the results resource will no longer wait indefinitely if there are fewer results than the limit set in the request --------------------------------------------------------------------------------------------------- 3.0.0 - 26th March 2020 --------------------------------------------------------------------------------------------------- - [3.0.0.17] Upgrade .NET components from .NET 4.0 to .NET 4.5.2 --------------------------------------------------------------------------------------------------- 2.0.4 - 26th October 2018 --------------------------------------------------------------------------------------------------- - Built with matchIT Hub 2.0.4 to add support for: - Enhanced Grouped Pairs (GP) output: 1) outputCompareResults output option will now also affect GP exactly as it does matching pairs (MP) 2) New option outputBestMatchesOnly, when enabled, will cause GP to only output the best match for each record. baseScore column will be omitted if enabled. - New mode: Grouping - The Hub C# sample app and the Hub Service C# sample app now both use a shared library of code in the namespace matchIT.Hub.util: - BulkOutput.cs, HubConfiguration.cs, HubOutput.cs, HubOutputs.cs, OutputColumn.cs, ProxyEngine.cs, SQLHelper.cs - The Hub Java sample app and the Hub Service Java sample app now both use a shared library of code in the package com.matchIT.Hub.util: - BulkOutput.java, HubConfiguration.java, HubOutput.java, HubOutputs.java, OutputColumn.java, ProxyEngine.java, SQLHelper.java - The C# Hub API class matchIT.Hub.Engine and the Hub Service API class matchIT.Hub.util.ProxyEngine now both implement the interface matchIT.Hub.IHub - The Java Hub API class com.matchIT.Hub.Engine and the Hub Service API class com.matchIT.Hub.util.ProxyEngine now both implement the interface com.matchIT.Hub.Hub - Allow for optional component score fields when sorting lookup results by score - [2.0.4.16] Make Lookup method with json input, produce json output - [2.0.4.22] Provide pre-built BatchClient sample job. - [2.0.4.22] Add support for BatchClient to output to flat files. - [2.0.4.27] Add hints for garbage collection. - [2.0.4.27] Add header parameter for asynchronous DELETE table resource - [2.0.4.29] Add "UniqueRefMatch" input type for matching on UniqueRef - [2.0.4.29] Make some LC error messages optional using setting outputLargeClusters/dumpAsErrors - [2.0.4.29] Add assignUniqueRef output option to Normalization mode - [2.0.4.30] Java BatchClient now supports loading only table 1 in Lookup mode - [2.0.4.30] Add demo script for Java BatchClient in Lookup mode to Linux distribution - [2.0.4.30] Add demo scripts for Java BatchClient in Matching, Overlap and Lookup modes to Windows distribution - [2.0.4.30] Json-input Lookup method return 404 rather than 500 when engine not found. - [2.0.4.30] Add support for Java 11 by including jaxb annotation in jar. - [2.0.4.31] Improved error handling around settings application and JSON lookup method - [2.0.4.32] Parse settings to determine mode when uploading settings as file stream --------------------------------------------------------------------------------------------------- 2.0.3 - 23rd February 2018 --------------------------------------------------------------------------------------------------- - Built with matchIT Hub 2.0.3 to add support for: - Dynamic Keys - Modify Settings - GetMetadata() - GetMatchingMatrices() - Enhancements to Smart Settings - Enhancements to Bridging Prevention - Allow for different overlap/lookup sources with different matching rules - Add lookup method that accepts json input. - Add minimumScore parameter to lookup methods. - Add ruleSet parameter to lookup methods. --------------------------------------------------------------------------------------------------- 2.0.1 - 15th June 2017 --------------------------------------------------------------------------------------------------- - Built with matchIT Hub 2.0.1 to add support for Dynamic Keys, Modify Settings. - Performance improvements to Lookup mode. Tested with up to 800 concurrent clients searching against a table of 100 million records. - Added option to name engine instances and reference them by name rather than id. --------------------------------------------------------------------------------------------------- 2.0.0 - 25th January 2017 --------------------------------------------------------------------------------------------------- - Built with matchIT Hub 2.0 to add support for Multiple Elements, Smart Settings & "website". - Improved Linux tarball: - Added libstdc++ runtime libraries enabling the service to run out-the-box. - Added a shell script for running the service as a daemon. - Added recordLimit and timeLimit parameters to lookup method. - Added status and /status html pages. --------------------------------------------------------------------------------------------------- 1.4.0 - 8th July 2016 --------------------------------------------------------------------------------------------------- - Added support for https and compression of large messages. - Added Windows service. - Improved error handling. - Allow multiple overlaps to be run one after another against the same universe data. - Allow input files to be in different encodings. - Add support for loading data from delimited files. - Provide method of retrieving error messages (necessary when the service is processing delimited files in the background). - Add support for sending data and updates in batches. - Add support for streaming of results, either in whole or in batches. - Support CRUD methods (Update/Delete records). - Example code: - C# interactive client. - C# batch client & C# proxy engine. - Java batch client & Java proxy engine. --------------------------------------------------------------------------------------------------- 1.3.0 - 10th February 2015 --------------------------------------------------------------------------------------------------- - Allow loading multiple files into a single table. --------------------------------------------------------------------------------------------------- 1.2.0 - 9th February 2015 --------------------------------------------------------------------------------------------------- - Resolved deadlock error. --------------------------------------------------------------------------------------------------- 1.1.0 - 17th November 2014 --------------------------------------------------------------------------------------------------- - Can now be called from ColdFusion. --------------------------------------------------------------------------------------------------- 1.0 - 24th October 2014 --------------------------------------------------------------------------------------------------- - First release