FS - 21266623 - Matching Preferences (Fuzzy Matching)

Description

Matching Preferences (Fuzzy Matching) allows the administrator to set two specific matching preferences, which are as follows:

Ignore punctuation and common abbreviations while matching source to target data
Automatically match source data to target data when the system performs a sync

Login to SPORIFY.
Click Administration on the navigation menu.
Click Settings.
Select the Match Settings tab.
The first checkbox presented beneath Matching Preferences (Fuzzy Matching) is entitled ‘Ignore punctuation and common abbreviations while matching source to target data’.
1. Check the checkbox to cause punctuation and common abbreviations to be ignored during source to target data matching.
2. Uncheck the checkbox to cause punctuation and common abbreviations to be taken into consideration during source to target data matching.
3. If this is enabled, the following punctuation, special characters and character spacing will be ignored while matching your data: < > | # ~ - * . , ? ! ; : ( ) [ ] { } & ^ ' "
  Common abbreviations will also be included in the matching algorithm e.g. Ltd = Limited.
The second checkbox presented is entitled ‘Automatically match source data to target data when the system performs a sync’.
1. Check the checkbox to cause source data to be automatically matched to target data when the system performs a sync.
2. Uncheck the checkbox to prevent source data from being automatically matched to target data when the system performs a sync.
3. If this is disabled, local data will not be kept in sync with SPOR.
To save any changes, click the Save All button.

To succeed, the administrator must be able to manage their matching preferences using the Match Settings tab in SPORIFY Administration Settings.

Verify that the administrator can set whether punctuation and common abbreviations are ignored while matching source to target data.
Verify that the administrator can set when source data is automatically matched to target data when the system performs a sync.

N/A

Purpose of these GUI elements.

The purpose of these GUI elements is to allow the administrator to manage their matching preferences for fuzzy matching in SPORIFY.

Title	Default	Enabled	Type	Data	Description
Ignore punctuation and common abbreviations while matching source to target data	True	When administrator has the relevant permissions	Checkbox	Boolean	If false, punctuation and common abbreviations are ignored while matching data. If true, punctuation and common abbreviations are not ignored while matching data.
Automatically match source data to target data when the system preforms a sync	True	When administrator has the relevant permissions	Checkbox	Boolean	If true, source data is automatically matched to target data during syncs. If false, source data is not automatically matched to target data during syncs.
Administration	N/A	When the user has administrative permissions	Expandable menu item	String	Clicking Administration reveals all available Administration sub-menu items
Settings	N/A	When the administrator has the relevant permission	Menu item	String	Navigates to the Settings screen
Match Settings	N/A	When administrator has the relevant permissions	Tab	String	Navigates to Match Settings