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Grouping Logic - How to Re-group similar records

Posted: Mon Nov 21, 2011 10:41 am
by DSFreddie
Hi All,

I have a requirement in my project as below - I need to group the same customer records into one group by assigning GROUP_ID's.

See the example below,

SSN FIRST_NAME MIDDLE_NAME LAST_NAME DOB
1234 DAVE W JONES 09/12/1970
0 DAVE JONES 09/12/1970
2345 JIM C NICHOLS 08/08/1967
2345 JIM C NICHOLS NULL
4567 NULL F FARMS 12/12/1956
4567 KEEN F FARMS 12/12/1956

I am currently doing a Tight Grouping initially (through Sort Stage - Key Change column option/Soundex/Transformer Stage variables) using the above key fields. The output will look as follows,

SSN FIRST_NAME MIDDLE_NAME LAST_NAME DOB GROUP_ID
1234 DAVE W JONES 09/12/1970 G1
0 DAVE JONES 09/12/1970 G2
2345 JIM C NICHOLS 08/08/1967 G3
2345 JIM C NICHOLS NULL G4
4567 NULL F FARMS 12/12/1956 G5
4567 KEEN F FARMS 12/12/1956 G6

But the requirement is to group the similar records even if the above fields doesnt give a 100% match.

I am trying to re-group the already grouped records by changing the key fields in the 2nd job(Loose grouping), but i am loosing the already assigned grouping.

Can you pls help me resolve this scenario.

Thank You,
Freddie

Posted: Mon Nov 21, 2011 2:38 pm
by ray.wurlod
This is an ideal situation for using QualityStage.