Criteria Parameters Reference

Criteria Parameters Reference

Each match criterion in MatchLogic has underlying parameters that control how comparisons are performed. While the user interface exposes these through sliders and toggles, this reference explains the raw parameters and their effects for users who need precise control over matching behavior.

Advanced criteria parameters panel showing Level, FastLevel, LowerLimit, UpperLimit, PhoneticRating, and UsePercentage fields for a match criterion

Level (Similarity Threshold)

The Level parameter is the primary similarity threshold for a criterion. It is a decimal value between 0.0 and 1.0, where 1.0 means values must be identical and 0.0 means any values will match.

For Similar Text criteria, Level corresponds directly to the Match Strictness slider in the interface. A Level of 0.85 means two values must be at least 85% similar (by edit distance) to count as a match for that field.

For Exact Match criteria, Level is always 1.0 because only identical values match.

FastLevel (Pre-Filter Threshold)

FastLevel is an optimization parameter that acts as a preliminary filter. Before performing the full similarity calculation, MatchLogic applies a cheaper, approximate comparison. Only pairs that pass the FastLevel check proceed to the full evaluation.

FastLevel is typically auto-calculated as Level - 0.05. For example, if Level is 0.85, FastLevel defaults to 0.80. This small buffer ensures that borderline pairs are not prematurely excluded by the pre-filter.

Tip

In most cases, you do not need to adjust FastLevel manually. The auto-calculated value works well for the vast majority of matching scenarios. Only adjust it if you notice that valid matches are being filtered out during the pre-filter stage.

LowerLimit and UpperLimit

These parameters apply specifically to Numeric Range criteria (see https://help.matchlogic.io/article/260-match-type-numeric-range). They define the acceptable difference between two numeric values:

  • LowerLimit — the maximum amount the target value can be below the source value
  • UpperLimit — the maximum amount the target value can be above the source value

For example, with LowerLimit = 2 and UpperLimit = 5, a source value of 100 would match targets from 98 to 105.

UsePercentage

The UsePercentage flag changes how LowerLimit and UpperLimit are interpreted:

  • false (default) — limits are absolute values. A LowerLimit of 2 means "within 2 units."
  • true — limits are percentages of the source value. A LowerLimit of 10 means "within 10% of the source value."

Percentage mode is useful when your numeric values span a wide range and a fixed tolerance does not make sense across all magnitudes.

PhoneticRating

The PhoneticRating parameter applies to Sounds Alike criteria (see https://help.matchlogic.io/article/259-match-type-sounds-alike). It is a decimal between 0.0 and 1.0 that sets the minimum phonetic similarity required for two values to be considered a match.

A higher PhoneticRating requires a closer phonetic match. This corresponds to the Minimum Sound Similarity slider in the interface.

Summary table showing all criteria parameters grouped by match type, indicating which parameters apply to Exact, Similar Text, Sounds Alike, and Numeric Range criteria

Parameter Summary by Match Type

Parameter Exact Similar Text Sounds Alike Numeric Range
Level Fixed at 1.0 Configurable Not used Not used
FastLevel Not used Auto-calculated Not used Not used
LowerLimit Not used Not used Not used Configurable
UpperLimit Not used Not used Not used Configurable
UsePercentage Not used Not used Not used Configurable
PhoneticRating Not used Not used Configurable Not used

Important

Modifying parameters to extreme values can produce unexpected results. Setting Level below 0.5 for Similar Text criteria will match very dissimilar values. Setting LowerLimit and UpperLimit to large numbers will match records with widely different numeric values. Always review match results after adjusting parameters.