Search profiles using relevance score and match action

Learn how to search for profiles based on their relevance score and match action.

When trying to review matches, it is easier if you can easily identify potential matches that are pending review i.e. identifying duplicate matches that can be merged with the main entity. Any additional piece of information that helps you identify such matches is a huge help. The relevance score and match action are two such attributes that can help you in your quest to identify matches.

Relevance score, as the name indicates, helps you to determine how relevant or close an entity is as a potential match. For more information, see topic Relevance-Based Matching - Detailed Explanation. The Match Action indicates the action you need to perform on a profile with regards to merging, such as merge, review, and so on. You can search for profiles that have a specific action designated to them.

Based on these two attributes, you can quickly identify the potential matches that are duplicates and resolve them. This is definitely helpful when you are dealing with a large amount of data that can have an equally high number of potential matches.

In the Search page, in the left panel, select the entity type from the list provided. A list of profiles belonging to the selected entity type is displayed in the page.
In the Attributes field, select Relevance scores and Match action. You will see the Relevance scores and the Match action facets below the Attributes section.
In the Match action field, select the match action to filter the profiles. For example, if you had tagged certain profiles as High confidence matches during your review process, you can search for these profiles using the corresponding match action. .
In the Relevance scores facet, you can specify the range of the relevance score to filter the profiles.
1. Hover over the blue circles on either end of the horizontal bar to see the lowest and highest relevance scores.
2. Drag the circles to the required score. The scores in the fields below change automatically.You can also enter the required score in the fields below, and the circles in the horizontal bar move to the specified number.
Based on the match action and relevance scores specified, the profiles are filtered and displayed on the page.
Select Advanced Search. You will see the search criteria for the relevance scores and match actions that you had specified in the main search page.
1. Select the + icon to add another criteria. You can add or edit the search criteria to add more actions or relevance scores.
2. In the Select attribute field, select Relevance scores and/or Match action from the Potential Matches section in the drop down.
3. Specify the required criteria to further filter the profiles.
Based on the relevance score and match action selected, the profiles are filtered and listed for you to analyae and take the required action.

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Search profiles using relevance score and match action

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