Names matching tolerance levels

In order to achieve a match under the Exact setting, an input name must achieve the following criteria:

• There must be no spelling differences between the input name and the data.

  Input	Data	Match?
  Jonathan Smith	Jonathan Smith	Yes
  Jonathan Smith	Jonathon Smith	No

• Forename aliases will not be matched.

  Input	Data	Match?
  William Smith	William Smith	Yes
  Bill Smith	William Smith	No

• A gender-specific title in the input name must match the gender of the title of the name in the data. Gender-neutral titles, such as 'Dr' may match to titles of either gender. However, gender-specific forenames will still factor into whether a match is made.

  Input	Data	Match?
  Mr Alex Smith	Mr Alex Smith	Yes
  Mr Alex Smith	Mrs Alex Smith	No
  Dr Alex Smith	Mrs Alex Smith	Yes
  Dr Alexander Smith	Mrs Alex Smith	No

• A full forename in the input will match to a forename initial in the data. However, a forename initial will not match to a full name in the data.

  Input	Data	Match?
  William Smith	W Smith	Yes
  W Smith	William Smith	No

• All name elements in the data must also be present in the input and must occur in the same order.

  Input	Data	Match?
  William Gerald Smith	William Smith	Yes
  William Gerald Smith	William Gerald Tony Smith	Yes
  William Gerald Smith	Gerald Smith	No
  William Gerald Smith	Gerald William Smith	No

• If the input contains only a forename and surname, matches will still be allowed, even if the matching record in the data also contains a middle name or middle initial.

  Input	Data	Match?
  William Smith	William Gerald Smith	Yes
  William Smith	William G Smith	Yes

• If the input contains a middle name, matches will still be allowed, even if the matching record in the data also contains an additional middle name or middle initial.

  Input	Data	Match?
  William Edward Smith	William Edward Gerald Smith	Yes
  William Gerald Smith	William Edward Gerald Smith	Yes
  William Edward Smith	William Gerald Tony Smith	No

The criteria for achieving a name match under the Intermediate setting are the same as for the Exact setting, with the following exception:

• It is not necessary for all the name elements in the data to also be present in the input to achieve a match. However, all matching name elements must still be in the same order.

  Input	Data	Match?
  William Gerald Smith	Gerald Smith	Yes
  William Gerald Smith	Gerald William Smith	No

The criteria for achieving a name match under the Standard setting are the same as for the Intermediate setting, with the following exceptions:

• Full forenames in the input can match to forename initials in the data.

  Input	Data	Match?
  W Smith	William Smith	Yes
  William Smith	W Smith	Yes

• Matches may still be allowed, even with minor spelling differences between the input name and data.

  Input	Data	Match?
  Jonathan Smith	Jonathan Smith	Yes
  Jonathan Smith	Jonathon Smith	Yes

• Alias matches are allowed.

  Input	Data	Match?
  William Smith	William Smith	Yes
  Bill Smith	William Smith	Yes

The criteria for achieving a name match under the Relaxed setting are the same as for the Standard setting, with the following exception:

• A match can be achieved if the forename and middle names occur in a different order in the input compared to the data.

  Input	Data	Match?
  William Gerald Smith	Gerald William Smith	Yes