Configuration UI - Compare Tab – Software Support

Phonetic Compare Options

Algorithm	The phonetic algorithm used when scoring. There are five choices available: soundIT, Loose_SoundIT, Dynamic_SoundIT, Soundex, None.
(Algorithm) for first name	Optionally specify a different algorithm to compare first names (‘none’ means use the same as the main Algorithm setting.
Loose threshold	When the Dynamic_SoundIT algorithm is in use, this property controls the threshold at which soundIT is switched to Loose soundIT.

Fuzzy Compare Options

Algorithm	The fuzzy algorithm used when scoring. There are two choices available: matchIT_Fuzzy, Damerau_Levenshtein.
Maximum edit distance	The maximum number of differences between the two strings. (Applicable to Damerau_Levenshtein only)
Minimum score	The minimum fuzzy score. (Applicable to Damerau_Levenshtein only)

Address Compare Options

Match box number and postcode	When enabled, two compared addresses score Sure if they contain matching postal box numbers and postcodes.
User premise range	When enabled, this will allow addresses to contain premise ranges.
Loose fuzzy premise match	When enabled, additional fuzzy premise matching is performed.
Match delivery points	When enabled, this will prevent two addresses from matching when both contain two postal codes but different delivery point codes and the addresses score below the minimum threshold.
Match DP threshold	See match delivery points, above.
Default DPSs	See match delivery points, above.
Ignore premise suffix	When enabled, this will allow two premises to match regardless of whether one or both has an apartment- or flat-type suffix (for example, 12 and 12a).

Name Compare Options

Prevent mrs matching miss	When enabled, then two compared names will not match if one has a title of Mrs and the other a title of Miss.
Fuzzy match non-normalized names	When enabled (the default), this will cause additional matching checks to be performed on names using the non-normalized name matching fields.
Blank name company matching	When two records contain no addressee names, this setting will allow the names to achieve a score depending on what's available in the job title and company name fields. 0 - Off 1 - On if either name blank 2 - On when both names are blank
Initial match equivalent	Controls how an initial matches a name that's equivalent to the given firstname. For example, when comparing Rebecca Smith and B Smith, then the B could be considered a match for Becky, which is a common abbreviation (or equivalent) of Rebecca.
Cross match initial to name	When enabled (the default), and the first letter of a firstname matches the middle initial (for example, "Richard Smith" and "John R Smith") then the names will be considered a possible match.
Fuzzy match initials	Controls how similar-sounding initials (M/N, S/F, and G/J) can be matched. When set to 'full' (the default), then one name's initial is permitted to match the first letter of the other name's firstname (for example, "M Smith" versus "Neil Smith"). When set to 'initialsOnly', then only initials are permitted ("M Smith" versus "N Smith"). A setting of 'noMatch' disables such matches.
Initial match forename	Controls the result achieved when an initial matches the first letter of a firstname. This defaults to 'equal', so that B Smith versus Bob Smith will achieve the same result as Bob Smith versus Bob Smith (i.e. 'equal' for the firstnames). Reducing this setting to 'approx' or 'contains' will reduce the resultant name score in order to distinguish such matches.
Fuzzy match forename	Used to prevent different recognized firstnames from fuzzy matching. For example, ordinarily Ron and Roy will fuzzy match.

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