You can use a TM penalty profile to select a particular translation memory (TM) from the XTM Cloud database, based on its tags and tag groups, and then penalize matches during analysis of the source file (click here to find out how to create tags in XTM Cloud).
Applying a TM penalty profile provides project managers with the flexibility to control which TM is used for a project and the priority each match is given when presented to the translator.
As a user with the Administrator role, go to Configuration → Data → Tags → TM penalty profiles, and click the Add button.
In the general section, proceed as follows:
Enter a penalty Profile name,
Enter a Description (optional),
Select the Active checkbox;
Select one of the Penalty options:
Select highest penalty: use only when a segment is affected by more than one penalty.
Select Matches order:
By Match type,
Select Default priority of non-penalized matches.
In the Rules section, add rules for the penalty profile. Then specify which Actions are to be taken once the rule criteria have been met. You can add multiple conditions within one rule. Each penalty profile can have multiple rules with their corresponding action.
Keep in mind that if penalty profiles contain rules with multiple lines (as in the screenshot above), there is an AND between the lines of a rule. If there are multiple rules in the profile, there is an OR between them.
Penalty profiles rules: available options
All the tags for a segment in the XTM Cloud TM database against the tags chosen for this project.
None of the tags for a segment in the XTM Cloud TM database against the tags chosen for this project.
The customer for a segment in the XTM Cloud TM database against the project customer.
The XTM status of a segment in the XTM Cloud TM database can be either Approved or Not approved.
A segment's XLIFF:doc status in the XTM Cloud TM database: 1. Rejected; 2. New; 3. Translated; 4. Proofed; 5. Validated.
The target language for a segment in the XTM Cloud TM database against the target language chosen for this project.
Match type is ICE or leveraged
The match is either an In-Context Exact match or a Leveraged match.
One of the tags for a segment in the XTM Cloud TM database against the tags chosen for this project.
Any of the tags for a segment in the XTM Cloud TM database against the tags chosen for this project.
The match comes from a translation memory that is for a different variant of the target language specified in the project.
The match comes from the same target language as specified in the project.
TM match for a segment with or without a segment ID.
Once the penalty profile is set up, it will be displayed in the XTM Cloud UI, in the TM penalty profiles section.
You can always modify a newly-created TM penalty profile by simply clicking on it directly, or on the context menu icon, and then Edit.
Next time you create a project, you can apply the previously created TM penalty profiles in the Tag settings section.
When you create penalty actions that affect the priority in which matches are displayed, compare it against the default priority of non-penalized matches. The default priority of non-penalized matches should be higher than the priority of penalized matches.
If you want to favor translations that match the criteria specified in a penalty profile, you can lower the default priority of non-penalized matches, increase the priority of the penalty profile and choose not to do anything else as a penalty action.