Create A Session Overview

This page details an overview of creating sessions.

From the 'Home Screen', a new session can be created by selecting the 'Create Session' button in the top right corner of the application:

Once selected, you will be guided through a 5 Step process to create a match session. Default settings will be loaded into your match session (these can be configured in the 'Settings' section of the application). This will allow Users to tailor each session to their own match criteria. 

The steps are as follows:

Within this step, you will be able to choose the session name, select the Match Type you want (Single or Cross), select the entity you would like to find duplicates within and then choose the data set you want to be analysed (Personal / System / Shared / All Records). 

The screen below outlines this:

For an in depth guide on step 1, please visit our Step 1 - Select Entity Guide. 

As per the default global settings, the list groups will appear here. This step is configurable for the current session only, and will revert back to the default match group settings upon creation of a new session. 

If you wanted to edit the default match group settings to show the same groups for every new session, please see Match Group Guide.

For an in depth guide on step 2, please visit our Step 2 - Match Groups Guide.

Step 3 allows you to modify and standardise your data via predefined transforms. This data will then be utilised for matching purpose. 

Within this section you can modify custom transformations at session level. As with Step 2, the transforms you configure here will only apply to the current session. 

If you wanted to edit the default match transform settings to show the same transforms for every new session, please see Match Transforms.(Insert Hyperlink).

See below examples of transforming some typical Address data:

• Drive to Dr
• Street to St
• North to N
• Road to Rd

For an in-depth guide on Step 3, please visit our Step 3 - Match Group Transform Rules.

Step 4 allows you to set the percentage threshold which the system adheres too when deciding whether records should be considered for reviewing and whether the records are grouped as duplicates, see below:

For an in-depth guide on step 4, please visit our Step 4 - Threshold Settings Guide.

For Step 5, here, you can configure the fields which you would like to be displayed back to you within the duplicate review screen after duplicates have been grouped together. 

Without pre-configuring this screen within the 'Display and Autofill Settings', it will be populated with the default, out-of-the-box configurations.

As with previous Steps, changes made to this screen will apply to the current session only and will not be saved for future new sessions. 

Note:

• Red Attributes: Are the ones that are currently in use
• Green Rules: Represent that a rule is currently in place
• Blue Rules: Represent that no rule is in place

Note: The Group Rule will be blue, even if the Attribute Rules are green.

For an in-depth guide on Step 5, please visit our Step 5 - Display Settings Guide.