Matchbook AI

How to Use Apply Match Rules Feature

This setting allows the user to apply rules to data in the Low Confidence Queue (i.e. Match Data under Data Stewardship. These settings can be configured at a tag level and the configuration is optional:

These rules can be configured based on your needs, which includes customization to only impact data with certain tags.

Once rules are created, they can be previewed against the existing Match Candidate dataset:

By clicking the Apply button, the newly created rule will be applied to the data, and those impacted records will flow into the Match Output Queue. Clicking the Export button allows users to export and preview the selected records.