Thresholds

With the Thresholds tab, you can set the Clerical Review Threshold and Autolink Threshold for entities that share a particular entity type. The entities can be from the same source or different sources. You can also access the Threshold Calculator.

When a record from one source is compared to a record from another source, the threshold settings determine whether to link the two records together.

There are four default threshold values:
  • Same Source Clerical Review Threshold
  • Same Source Autolink Threshold
  • Different Source Clerical Review Threshold
  • Different Source Autolink Threshold
By default, all sources share the same thresholds according to the setting specified in the data model. You can override the default for each individual pair of sources. For example, if the records in a certain source are more reliable than others, you may want to take the following steps:
  1. Select the reliable sources in the Member Sources list.
  2. Select the Same Sources or Different Sources check boxes.
  3. Click Add to add the selected sources to the source-to-threshold table to set the individual threshold values

You can also edit the threshold settings with the Threshold Calculator. When you launch the Threshold Calculator, it displays the threshold values for the Same Source Clerical Review and Same Source Autolink thresholds.

Note: If you already have default source-to-source thresholds deployed, you can remove them from the database table by running the following SQL:
DELETE FROM MPI_SRCXSRC SRX WHERE RECSTAT = 'A' AND ((SRCRECNO1 = SRCRECNO2 AND CRSCORE = (SELECT SSCRSCORE FROM MPI_ENTTYPE ENT WHERE SRX.ENTTYPENO = ENT.ENTTYPENO) AND ALSCORE = (SELECT SSALSCORE FROM MPI_ENTTYPE ENT WHERE SRX.ENTTYPENO = ENT.ENTTYPENO)) OR (SRCRECNO1 <> SRCRECNO2 AND CRSCORE = (SELECT DSCRSCORE FROM MPI_ENTTYPE ENT WHERE SRX.ENTTYPENO = ENT.ENTTYPENO) AND ALSCORE = (SELECT DSALSCORE FROM MPI_ENTTYPE ENT WHERE SRX.ENTTYPENO = ENT.ENTTYPENO)))