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Profile Matching - Coggle Diagram
Profile Matching
Match using Points
First/Internal match criteria
Individual Pofile
Use Configured First Match Rules order for Ind Profile to match a profile
When a Profile found, matching profile according to Second Match criteria starts
Predefined rules. User has an option to order them
Company Profile
Use Configured First Match Rules order for Company Profile to match a profile
Predefined Rules. User has an option to order them
When a Profile found, matching profile according to Second Match criteria starts
TA profile
Use Configured First Match Rule order for TA Profile to match a profile
Predefined Rules. A User has an option to order them
When a Profile found, matching profile according to Second Match criteria starts.
Second Match criteria (when profile meets the First Match criteria)
Many Profiles returned that match Second Match criteria
Select the best match according to the rule (one)
Based on Creation Date (the earliest)
The one with the most data
The one that has AR account
Select the best match according to the Best Match Rule order
Perfect Match
Match Points configuration
Currently on Tenant level
Property level due to different countries nuances
Postal code depended on land/location (GB vs US)
CRO
Automerge
Profile Merge (manual)
Uppoer/Lower treschold
Potential match criteria
Country Based matching rules
Do we need match points? We do have FTS.
Can we not represent ElasticSearch scoring into the color-coded match?
Trafficic lights? Naming
Profile completness Dashboard with configurable matrix
Merging
Merge blockers
Manual merge
Automerge
Considering fields restrictions
Core Applications
Profile
Profile Lookup
Profile enrollment
Field level restriction
Field level business rules using "the field level restrictions"
Memberships
Source of truth e.g. External
Groups
Reservations
Confirmation Flow
Multiroom
Accompanying guest
Frozen= Intergartion profile handling
Group profile handilng
ARI
others
Integrations
Move Match Criteria from Tenant to interface
Match by External ID or Matching Points
Certification based on what 3rd party supports
3rd party supports external ID
3rd party supports only profile matching
3rd party supports partially supoports external ID or profile matching
Existing integrations
Synexis
GRS
Mutlirooms
reallocation of profiles
sequence of inbound names
Accompanying guests
sequence of inbound names
Shares
more
Frozen = Integration Profile handling
Enrollment
Profile Lookup
others
Match on External ID
Only to be used when venror supports External ID for all Profile Types