Settings for duplicate management

Administration / Duplicate manage­ment...

Explanation, usage

Customizing

Duplicate dictionary

Characters that are automatically checked in the context of the entry as a whole if a record is created. Search strings for persons are prefixed with words like “Mr.” or “Mrs.”, and words like “Ltd.” or “GmbH” are appended to company names.

Creation allowed, context must be known.

Duplicate identification and cleanup logging

Marking a contact as a duplicate, or the cleanup can be traced back by means of log file entries. For this, the logger must be set: log4j.logger.de.pisa.psa.ifc.dbl.DblMrg=INFO. If set, all operations in the dupli­cate management are uniquely logged.

Selected environment variables (Administrator/Settings menu)

Variable name

Description

Default

PSA_SET_DBL_CHK

Activates or deactivates the simple duplicate check with contacts:
ON = switched on, OFF = switched off

ON

PSA_DBL_DOC_AUT_REF

Automatic document duplicate check in the background without user request.

n

PSA_CTX_USE_CON_DBL

Activate/deactivate colored highlighting of contact duplicates.

y

Selected environment variables for automatic duplicate check

Variable name

Description

Default

PSA_DBL_EVA_ORG_BAR

Evaluation limit for companies

50

PSA_DBL_EVA_PRS_BAR

Evaluation limit for persons

50

PSA_DBL_PNT_ORG_CIT

Points for the city of a company

15

PSA_DBL_PNT_PRS_CIT

Points for the city of a person

15

PSA_DBL_PNT_ORG_EMA

Points for the mail address of a company

25

PSA_DBL_PNT_PRS_EMA

Points for the mail address of a person

25

PSA_DBL_PNT_ORG_NAM

Points for the name of a company

40

PSA_DBL_PNT_PRS_NAM

Points for the name of a person

40

PSA_DBL_PNT_ORG_STR

Points for the street of a company

15

PSA_DBL_PNT_PRSG_STR

Points for the street of a person

15

PSA_DBL_PNT_ORG_URL

Points for the URL of a company

15

PSA_DBL_PNT_PRS_URL

Points for the URL of a person

15

PSA_DBL_PNT_ORG_ZIP

Points for the ZIP code of a company

10

PSA_DBL_PNT_PRS_ZIP

Points for the ZIP code of a person

10

PSA_DBL_PNT_PRS_TEL

Points for the phone number of a person

10

PSA_DBL_PNT_ORG_TEL

Points for the phone number of a company

10

The automatic duplicate search job uses only these settings, and its results may differ from the results of manual duplicate checks.

Selected environment variables for manual duplicate checks and contact data resolving

Variable name

Description

Default

PNT_MOD_1_ORG

Evaluation for a company; level 1

See system list

PNT_MOD_1_PRS

Evaluation for a person; level 1

See system list

PNT_MOD_2_ORG

Evaluation for a company; level 2

See system list

PNT_MOD_2_PRS

Evaluation for a person; level 2

See system list

PNT_MOD_3_ORG

Evaluation for a company; level 3

See system list

PNT_MOD_3_PRS

Evaluation for a person; level 3

See system list

Example

Name

Data

PNT_­MOD_1_ORG

PNT_CIT:=5 PNT_EMA:=20 PNT_NAM:=50 PNT_STR:=10 PNT_URL:=10 PNT_ZIP:=5 EVA_BAR:=50

 

The last entry, EVA_BAR, specifies a threshold value that must be exceeded for a duplicate to be identified.