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Using the Other Settings Tab

Use the Other Settings tab to define system-wide settings such as the rescoring of remote matches, the maximum thresholds for concurrent batch jobs, concurrent Family Tree Jobs, and candidate counts.

Rescoring Candidates Locally

NOTE: This feature is only available to administrators.

When D&B Integration Manager retrieves a candidate remotely, it generates the Confidence Code for the suitability of the match remotely as well. You can use the Generate Confidence Code Locally setting to rescore the Confidence Code locally.

  1. On the Home window, click System Settings.
  2. On the System Settings window, click Other Settings.
  3. In the Select Confidence Code area, click to select the Generate Confidence Code Locally field.
  4. Click Save.

Setting System Thresholds

NOTE: This feature is only available to administrators.

Use system thresholds to limit the number of transactions running concurrently. You can also limit the number of candidates returned for lookup and batch matches. See the illustration that follows.

  1. On the Home page window, click System Settings.
  2. On the System Settings window, click Other Settings.
  3. In the System Thresholds area:

In the Maximum Concurrent Batch Jobs field, type the highest number of concurrent batch jobs that you want to limit the jobs to.

In the Maximum Family Tree Jobs field, type the highest number of concurrent Family Tree Jobs that you want to limit the jobs to.

In the Maximum Candidates Count field, type the highest number of candidates that you want to be considered for a match, between 500 and 50,000.

NOTE: You can set the override for Maximum Candidates Count individually for each workflow.

  1. In the Local Trigger Thresholds area:

In the Maximum Local Triggers field, type the highest number that you want to limit the triggers allowed, between 1 and 50.

In the Maximum Active Local Triggers field, type the highest number that you want to limit the active triggers allowed, between 1 and 25.

  1. Click Save.