How Does System Matching Work in the Digital Directory?

How Does System Matching Work in the Digital Directory?

System Matching in Directory Manager is a pivotal process that identifies and categorises records based on their similarities and discrepancies. This system ensures data integrity and consistency across the directory. It operates through four types of matches:

• Partial Matches: Records with some but not all matching criteria.
• Conflict Matches: Records with conflicting information.
• Change Matches: Records indicating updates or changes.
• Multiple Matches: Records with multiple potential matches.

At the heart of System Matching is a sophisticated weighting system. This system assigns a ‘weight’ to each record based on specific criteria, such as GivenName, Surname, Unique Name, Date of Birth, NI Number, NHS Unique ID, and Email Address. By default, Directory Manager operates at Level 2 matching, considering all of these criteria.

Based on this weighting, records are handled as follows:

• Above Matching Weighting, Below Linking Weighting: These records require manual review for confirmation or correction.
• Above Linking Weighting: Records are automatically linked to the existing entry.
• Below Matching Weighting: New entries are created in the Digital Directory.

Reducing pending matches is vital as records in the matching queue cannot generate transactions. This streamlined process ensures efficient and accurate data management.