For over a decade, EDA has been performing special matching projects for our customers, where we will match our customer's list of contacts to EDA's list of buyers. These matching projects have allowed EDA to develop robust, proprietary algorithms and a weighting system that will accurately identify matches between the two lists. With Catapult, we have integrated a powerful matching application, with an intuitive user interface, that allows you to upload your own list directly to Catapult and have it matched to EDA's buyer list. Below is a detailed explanation of the matching process.
Match Combinations ("Sweeps")
During the matching process, Catapult performs a series of sweeps (or match combinations) that compare information from your list to information from EDA's buyer list. Below are some examples of both the Tight and Loose sweep combinations. As each sweep processes, it will either mark that sweep as a match or not a match, and the more sweeps that identify a match, the stronger the match accuracy. Prior to running any sweeps, Catapult will clean-up the list, such as left and right trim the fields, exclude noise words (ex. LLC, Company).
Tight Weighted Sweep Examples
| Right (7) Phone + Left (5) Zip + (Address 1 or Address 2) | ||
| Left (15) Company + Left 5 Zip + (Address 1 or Address 2) | ||
| Right (7) Phone + Left (5) Zip + Left (10) of Last Name | ||
| (Address 1 or Address 2) + Left (5) Zip + Left (10) of Last Name | ||
| .....and other Tight weighted sweep combinations |
Loose Weighted Sweep Examples
| Right (7) Phone + State + City | ||
| Left (15) Company + Left (5) Zip | ||
| (Address 1 or Address 2) + State + City | ||
| ....and other Loose weighted sweep combinations |
Weight Code
Additionally, each of the sweeps carries an EDA-developed, proprietary weight code that identifies the strength of that particular match combination. For example, a match of the right seven digits of the phone number + State + City would carry very little weight, while a match of the Company Name + Phone + Zip would carry a much stronger weight.
Final Assignment Tight or Loose Match
After all sweeps complete, we run an internally-developed program that evaluates all the sweeps and the weights assigned to the match. If mutliple sweeps identified the same match, we keep the record. A Tight or Loose match is based on the number of sweeps with common match results and the weight of those match combinations. The more sweeps with common match results, the more accurate, or tigter, the match. A Loose Match may result if only one or two sweeps have a common match, or if the sweeps yield differing match results.
In Catapult, when you select Tight Match you will only get the matches that meet EDA'sTight Match criteria. On the other hand, if you select Loose Match, you will get all the match results, including the Tight and the Loose Matches.