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View file
nameiprstrat_Q-IPR_data_documentation_20210512.pdf

ISO Code Substitutions:

View file
nameISOCodes.xlsx

For Match Logic, please see the latest file on:

Trello card
urlhttps://trello.com/c/nySGFrMl/27-match-logic-file

To match the data,

  • add a new field called ISIN_country and populate this field by extracting the first two chars of the primary_ISIN field

ISO Code Substitutions:

...

  • add a new field called ISIN_countryISOAlpha2Code and populate this field by using ISO code substitution on top of ISIN_country (e.g. if ISIN_Country = ‘PR’, then ISIN_countryISOAlpha2Code = ‘US’)


Match Input fields explanation:

  • name → name

  • country → countryISOAlpha2Code

    • if country = null, use ISIN_countryISOAlpha2Code → countryISOAlpha2Code

  • town_or_address → addressLocality

Acceptance rules (to be confirmed with D&B)

  • Accept all confidence code >=7

  • If ConfidenceCode <7, accept matches where matchGrade has the following pattern A*

  • Apply '1' AcceptanceIndicator to all above conditions