Match filters

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Administrators and Data Managers can create match filters that apply to all match rules in the match configuration. These subscription-level match filters can include or exclude specific records from being considered for match pairs. For example, you can create match filters for HCOs so the subscription match rules apply only to active HCO records that are hospitals.

Supported match configurations

Match filters can be applied to all match configurations in Network.

  • Default Match Configuration

  • Ad Hoc Match Configuration

  • Add Request Match Configuration

  • Source subscriptions

  • Match Rule Collections

  • Data Deduplication data maintenance subscriptions

Match Filter highlights

The filters that you create on the Match Filters tab apply to all match rules in the configuration for the defined entity and its child objects and the country group.

Key details

  • Match filters are applied to the rules on the Match Rules tab.

  • Filters apply to the defined entity and country group.

  • Filters on individual match rules override filters on the Match Filters tab.

  • Filters can include or exclude records.

  • Filters can be applied to incoming records that do not have a value in a filtered field.

How match filters work

Match filters are applied to the existing match configuration to include or exclude specific records for consideration. ACT and ASK matches are determined based on the resulting record pairs and confidence values.

If filters are applied to individual match rules in the configuration, these match filters are ignored when that match rule is processed.

Example use cases

Use these match filters to immediately include or exclude specific records from consideration during the match process.

  • Only match on active HCOs; do not include non-active HCOs.

  • Only match on active hospitals; do not include any HCOs that are not active and HCOs that are not hospitals

  • Only match on pharmacies; do not include HCOs that are not pharmacies

Create match filters

To create a filter that applies to all defined match rules:

  1. Open a match configuration and select a country group.

  2. Click the Match Filters tab.

  3. Expand the Entity list and choose the object for the match filter.

  4. Click Add Filter.

  5. Expand the Function list and choose one of the following:

    • Include - Choose to define the records that the match rule will apply to.

    • Exclude - Choose to define the records that match rules will not apply to.

  6. Choose the Field to filter match rules on.

    Supported fields

    • active fields for the selected country and entity type

    • reference and text fields

    • Veeva standard fields and custom fields

    • Network hashtags

      Hashtags can be used in filters and applied to incoming records because hashtags are dynamically calculated; they are not stored on records. Hashtags are associated with incoming records if the records contain the fields and values used in the hashtag configuration.

  7. Select the Value to filter match rules on. One or more values are supported.

    If the selected Field is Hashtag (#Hashtag), all enabled hashtags associated to the entity display when you click Value.

    Note: If the filter contains multiple values, the match rule considers all values.

    Example

    • Function: Include

    • Field: HCO Type (hco_type__v)

    • Values: Hospital, Department, Clinic

    Result: The match rule considers records that are Hospitals, or Departments, or Clinics.

  8. To include another filter, click Add Filter.

    When multiple filters are defined, the filters are combined as an AND operation.

    Example

    • Filter 1: Include active HCO records

    • Filter 2 Exclude HCOs that are health systems

    Result: Match rules will consider all active HCOs and all HCOs except health systems.

  9. Save your changes.

The filter will now be applied to all match rules for that entity and country group.

Applying filtered match rules to incoming records

When filters are applied to individual match rules or all match rules, the rules can consider incoming records even if they are missing the field value of the filter.

Click the Match Rules tab to select the option to apply the rules to incoming records if they are missing the field value.

This is supported when the filter function is Include. Exclude functions require the records to have the specified field and value.

Filters on individual match rules

Filters on individual match rules override any filters defined at the subscription level (Match Filters, Ranked Group Filters).

On the Match Rules tab, a message displays when a filter is added to a rule and if filters are configured on the Match Filters tab.

Logging filters

The Match filters in use column in the Match + Data Group Analysis log indicates if a match filter was used when the match pair was found.

Column values

  • Yes - At least one subscription-level filter is enabled and used.

    Note: Filters are applied to one object. Some matches might be found using rules that aren't filtered. The value will still be Yes to indicate that filters were in use.

  • No - No subscription-level filters exist or were used to find the match pair.