List Match - Matching Process Explained

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

Bullet Right (7) Phone + Left (5) Zip + (Address 1 or Address 2)
Bullet Left (15) Company + Left 5 Zip + (Address 1 or Address 2)
Bullet Right (7) Phone + Left (5) Zip + Left (10) of Last Name
Bullet (Address 1 or Address 2) + Left (5) Zip + Left (10) of Last Name
Bullet .....and other Tight weighted sweep combinations

Loose Weighted Sweep Examples

Bullet Right (7) Phone + State + City
Bullet Left (15) Company + Left (5) Zip
Bullet (Address 1 or Address 2) + State + City
  Bullet ....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.

Training Options

Video Learning

The Catapult Video Tutorials are the perfect training option for a hectic work day. These comprehensive lessons cover everything you need to know to put Catapult to work for you. Learn how to maximize Catapult at your pace, on your schedule.

BEGIN TRAINING

Live Training

If you learn best from a live instructor, then EDA’s Live Training sessions are the option for you. Our experienced trainers will guide you, online, through the ins and outs of Catapult.

REGISTER

User Guide

EDA’s Catapult User Guide is a comprehensive, step-by-step manual with all the knowledge you need to put the power of Catapult to work for you. Whether it’s installing Catapult Analytics or creating custom Watches and Queries, this resource will guide you to where you need to be.

DOWNLOAD