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Best Practice: Standard v. Advanced match mode in Infer Value

  • Updated

In this article, we will discuss when to use the standard vs. advanced match mode when configuring the Infer Value task template. For more information on how to configure this task template, please read the Infer Value article here. 

How to use match criteria's

Use the match criteria section to compare values from the input data source against values from a reference data source. Outputs from the reference data source will only be produced if the match criteria is met between both data sources. 

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  1. Select the reference data source from the picklist
  2. Choose an attribute from the input data source
  3. Select an attribute from the reference data source to compare against the input data source
  4. Select a match method from the picklist
  5. Add another match criteria if desired

Match Modes

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Select from the match mode picklist depending on (a) how many match criteria you are creating, and (b) the minimum number of criteria that need to be met.  

Standard Match Mode

Use the standard match mode when you want multiple match criteria sets to be true. This means that criteria set 1 AND criteria 2, AND criteria 3, etc must match in order for an output to be produced. 

Matching criteria logic: A AND B where A is criteria 1 and B is criteria 2. 

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In the above example, state values from our input data source must exactly match state province name values from our reference table AND country values from our input data source must fuzzy match to country name values from our reference table. 

Advanced Match Mode

Use the advanced match mode when you want at least one match criteria set to be true. This means that criteria 1 OR criteria 2, OR criteria 3, etc must match in order for an output to be produced. Use the "At least __ criteria must match" option to determine the minimum number of criteria that must be matched.

Matching criteria logic: A OR B where A is criteria 1 and B is criteria 2.

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In the above example, state values from our input data source must exactly match state province name values from our reference table OR country values from our input data source must fuzzy match to country name values from our reference table. 

Combine Standard and Advanced Match Mode

Combine Standard and Advanced match modes using the Advanced match mode option when you are (a) using multiple match criteria sets, and (b) where all criteria's must match in one criteria set and at least one criteria much match in another criteria set. 

Matching criteria logic: (A AND B) AND (C OR D) where standard match mode is applied to criteria A and B, and advanced match mode is applied to criteria C and D. 

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In the above example, both criteria's from match criteria set 1 much be true and only one of criteria's from match criteria set 2 much be true for an output to be produced. 

  1. Match criteria set 1 - There are only two criteria's in this matching criteria set. This match criteria set uses standard match mode because at least 2 of the 2 criteria's much match (ex: A AND B). 
  2. Match criteria set 2 - There are two criteria's in this matching criteria set. This match criteria set uses advanced match mode because at least one of the 2 criteria's much match (ex: C OR D). 

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