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Section 5 Common Matching - FunctionalMatching AlgorithmAn exception to this process is if an incoming record has passed the primary match,but all of the other non-name elements included in the matching rule do not match,then the person is made new.For example, a rule could be set up as follows:Element Required LengthLast Name Required 10First Name Exists 8City Exists 8ZIP Exists 5Date of Birth ExistsBanner contains a SPRIDEN record for Joseph Smith in Tampa, FL, born on April11, 1982. The incoming record is also for a Joseph Smith who lives in Boston, MA,and who was born on August 11, 1981. Assuming there were no other Joseph Smithsin the Banner database, the incoming record would be marked New. It wouldnormally have been marked as Suspended, because the first and last names matched,but as the rest of the elements in the rule (City, ZIP, Date of Birth) specifically didnot match, the person was made new.How the Algorithm WorksThe Common Matching algorithm allows for the processing of multiple rules.Priority numbers must be defined for each rule indicating the sequence in which tothey are to be processed. The strictest rule should be assigned the first priority (i.e.,#1). The algorithm will process each rule in order, separately and completely.• The first step performed by the algorithm is primary matching for the rule.This step defines the population on which the rest of the processing(secondary match) will be performed. If no match occurs during the primarymatch, then the external record is considered to be new.• The second step performed by the algorithm is secondary matching processingagainst the results of the primary match. If the secondary match determines anexact match on only one record, the external source record is considered to bea match.If more than one record is matched to the criteria, the external source record isconsidered to be in suspense. The external source record will be considered to bein suspense if data matches part of the criteria of the rules but does not match allthe criteria. If the results of the rule are new or matched, the results are returned tothe calling process. No other rules are processed.When all the rules have been processed, the algorithm will interrogate the resultsand return the results to the calling process. The match status (new, matched, orsuspense) will be returned, as well as a results message providing the elements thatwere matched, not matched, or missing as a result of processing the rule.Student Release 7.0 January 2005150 Release Guide Confidential