One way that you can boost matching performance is by excluding records from matching operations. When the total number of records the add-on must process is reduced, it can cut down on the total processing time and help improve the overall quality of results by preventing false positive matches. When you configure options to exclude records:
You tell the add-on to look at the values in a specific field.
You specify criterion that determines whether (based on the field value) a record is excluded. For example, you could specify that null values in an Expiration Date field exclude records from matching. The reason being, only products that still have an expiration date are not yet expired and should be matched.
The configuration applies to all available types of matching.
Any record that is excluded from matching is set to <Unset>.
The following sections provide instructions for:
To exclude records from matching:
Navigate to Administration > TIBCO EBX® Match and Merge Add-on > Table activation and settings and open the configuration where you want to exclude records.
Select the Matching policies tab and open the desired matching policy.
Select the Matching fields tab and create a new, or open an existing field.
Use the Exclude records where property to add at least one criteria used to exclude records.
You can select:
equals and is different to enter a specific value that must be the same or different to exclude a record, respectively.
is null or is not null to specify that if the field is missing a value or has a value the record will be excluded, respectively.
Save your changes before exiting.
To exclude records from matching in a business object:
Navigate to Administration > TIBCO EBX® Match and Merge Add-on > Business object activation and settings and open the configuration where you want to exclude records.
Select the Matching policies tab and open the desired matching policy.
Select the Matching fields tab and create a new, or open an existing field.
Set the records to exclude:
If you use the Exclude records where property on a:
Field in the main table: records in the main table that meet the exclusion criteria are excluded.
Field in a related table: if a related record meets the exclusion criteria, the entire business object is excluded.
Use the Exclude related records where property to exclude records from the business object's related tables. Any excluded records are no longer used to match records in the main table. Note, this option is only available when both of the following conditions are met:
The matching policy is configured on the business object's main table.
The matching field is from a related table in the business object.
Set the record exclusion criteria:
You can select:
equals and is different to enter a specific value that must be the same or different to exclude a record, respectively.
is null or is not null to specify that if the field is missing a value or has a value the record will be excluded, respectively.
Save your changes before exiting.