Overview
Advanced Match settings refine how records are blocked, scored, and written back. You can open them:- On New project / Edit, via Show advanced scoring & write-back
- On the project page, via Advanced
Change advanced settings carefully. Verify with a Full run or Run delta on representative data before Write back approved to a production table.
Tightness presets
On create / edit, tightness presets apply coordinated defaults:
Presets are starting points. Override individual fields afterward as needed.
Blocking
Use multiple blocking keys when a single field is often missing or mistyped.
Scoring and thresholds
Confirm steward review expectations for your organization before relying on auto-approve. Review remains available on the run results pages.
Survivorship and destination
See Golden records and write-back.
Overlap and lookup
Use Delta on the Projects list, or check Delta and click Run delta on the project page, when lookup is configured.
Other advanced options
Depending on the Advanced scoring & write-back section, you may also configure:- Field weights / score matrix
- Input normalization and cleanse options (email, phone, name, org)
- Address fields, country field, address verification
- Max cluster size and aggressive split
- Post-match rules