Field |
Value |
|---|---|
Status and Priority |
|
Confidence Level |
High |
Match Reason |
Tax ID or business number country prefix |
Summary
This rule enables matching pipeline records with legal entities based on tax IDs and business numbers that have a country code prefix.
The prefix is trimmed from the input’s tax/business ID, and then compared against tax/business IDs of entities in the jurisdiction code that matches that prefix.
In addition, it requires some sort of name similarity in order to avoid false positives.
This rule uses Matched Attributes (MAs). For additional information, see this article.
Logic
Candidates validity
all conditions should apply for a candidate to be considered valid for this matching rule:
-
At least one of the following name-related MAs is available:
tax_id_prefix_country,business_id_prefix_country.
-
At least one of the following name-related MAs is available:
legal_name,trading_name,legal_name_no_le_suffix,trading_name_no_le_suffix,legal_name_conflicting_le_suffix,trading_name_conflicting_le_suffix,legal_name_no_spaces,trading_name_no_spaces,legal_name_stop_words_removed,trading_name_stop_words_removed,legal_name_single_char_displaced,trading_name_single_char_displaced,legal_name_starts_with,trading_name_starts_with.
Candidate’s jurisdiction country code is not US.
Selection Logic
If there is exactly one valid candidate, that candidate is selected (with any active status value).
-
If there are multiple valid candidates:
If only one of them has inactive=false, that candidate is selected.
If there are no candidates with inactive=false and only one candidate has inactive=null, that candidate is selected.
Otherwise, no candidate is selected and the flow ends.