Infer a value for attribute A using a known relationship between attribute A and attribute B.
- Mapping data source – Choose a reference data source.
- Compare the input value from – Choose an attribute from the input data source pick list to compare
- To look-up values from – Choose an attribute from reference data source picklist to fetch values
- Using the match method of – Select Exact match, Fuzzy match, Begins with, End with or Contains.
- Output value from – Choose an attribute from the reference data source to write.
- If more than one matches are found – Choose from the select picklist to write single value or all matching values ( up to 100). For details on using the “Write single value using counter” option, refer to Assigning Leads using Even Distribution or “Round Robin” Style
- Resolve the conflict using priority in – Choose the priority from picklist. This requires the reference data source has a priority column for conflict resolution.
- Write output to – Choose an attribute in the input data source to write the inferred value.
- Advanced configuration description:
- Apply filter to reference data – Use this option to filter reference data.
- Allow match on blanks  for: – select to enable blank matching.
- This task requires the use of a Reference Data Source that contains the relationships between attribute A and attribute B. For example, the Openprise reference Reference – States, Provinces, Regions contains state and country relationships. This can be used to infer missing country information if the state information is available.
- Matching can be done on multiple attributes, eg. infer a value for attribute A by matching on attributes B1, B2, B3, … etc.
- You can output more than one attribute, and you can also output custom text.
- It is best not to overwrite the existing value in Attribute A, so instead use a filter for attribute A = Has no value to infer a value for attribute A only if it is empty, or write the results to a new attribute.
- Infer missing country attribute if there is recognizable state value.
- For example, if State = “California”, then infer Country = “United States”.
- Use the Openprise reference Reference – States, Provinces, Regions.
- Infer missing postal code from a known city and state data.
- For example, if City = “Redwood City” and State = “California”, then infer Postal Code = “94065”.
- Use the Openprise reference Reference – US ZIP Codes.
Openprise has a special value that can be used in reference tables along with the Infer value task to perform wildcard matching. The value is “OP_MATCH_ANY”. The following example illustrates how this feature is used.
Example: Suppose I want to assign a score using State and City. When State = NY, and City = New York, I want to assign a score of 2. For all other cities where State = NY, I want to assign a score of 1.
- Begin by creating a Data Source reference table, with the contents as shown below. I’ve named my reference Data Source “Infer Value OP_MATCH_ANY”. Remember to import the data after you create the Data Source definition.
Note the use of “OP_MATCH_ANY”, which is a special value that allows wildcard matching.
- Then, I create a Task that uses the Infer value task template and looks like this:
NOTE: I have configured the Advanced Configuration section to allow matching on blanks for “Matching Criteria 2” which is the “City” match. This is to ensure that a score of 1 is set for a City that is blank but State that is NY. Without that checkbox, we will only assign a score of 1 if the State is NY and City has any value other than New York or blank.
- The result of running the above Task is shown below. You can see that Openprise will prioritize a full match of both criteria over a wildcard match, thus achieving the results I desired.
If you have any additional questions, please feel free to contact us at firstname.lastname@example.org.