Matchbook AI

Review Match Candidates

This section allows users to review all potential match candidates for all input records. Users can filter this data to fine-tune the records they would like to review:

  • Order By – user can sort candidates using options (SrcRecordId, Company, state) under this field:
  • Users can apply filter by clicking “Add Filter” option as shown below:
  • Top Match Candidate:
    • True – displays only the top candidate for review
    • False – displays all candidates for review
  • Results can be filtered by:
    • Country Group
    • Number of Records Per Page
    • Confidence Code
    • Tag
  • Under Additional Actions, users can export records to Excel to help facilitate their research: