The new Matching feature automatically finds and connects duplicate or related records across your system.
This feature helps keep your data cleaner and more accurate by recognizing when two records actually represent the same thing, for example, the same product listed under different names or with slightly different descriptions.
The new Matching Entity also introduces an automated way to detect and manage duplicates across both staging and master records.
Here’s what’s new:
- Customizable matching rules – You can define your own criteria for how the system finds similar records (exact or partial matches).
- Automatic background processing – The system continuously scans data and updates matches automatically when records or rules change.
- Smart linking – Supports both one-way (unidirectional) and two-way (bidirectional) links between related records.
- Status management – You can review and update the status of found matches. Records marked as “not found” stay visible in the right sidebar for easy reference, even if their similarity score drops later.
What It Brings for You
This new functionality makes your work easier and your data more reliable. Here’s how it helps:
- Saves time – Automatically identifies potential duplicates so you don’t have to search manually.
- Improves accuracy – Keeps your data clean and consistent across systems.
- Enhances control – You decide how matches are found and handled.
- Reduces risk – Fewer duplicates mean fewer errors and more trustworthy information.
The Matching feature helps your organization automatically maintain cleaner, more connected, and more reliable data.