Operations & Management

Entity Matcher

Defines an entity-matching agent that compares two free-text records to decide if they represent the same real-world entity and explains how it produces a decision, confidence score, and detailed comparison. It applies whenever users need to deduplicate or reconcile entity data from unstructured sources such as CRM exports, email signatures, LinkedIn snippets, or OCR text. The agent extracts and normalizes key fields (name, address, phone, email, website, ID numbers), scores field-by-field similarity using weighted rules, optionally researches public web sources to close data gaps, and then calculates an overall confidence score that drives a `Match`, `Possible Match`, or `No Match` decision. Outputs include transparent extracted-fields and comparison tables, explicit conflict flags, and research notes citing specific sources, enabling auditability and targeted manual review only for ambiguous “Possible Match” cases. The SOP also defines strict validation rules, handling for edge cases like minimal input, subsidiaries/DBAs, and conflicting ID numbers, with ID conflicts or matches overriding other signals.

Entity Matcher

Records to Compare

Paste free-text descriptions for Record A and Record B. The agent will extract names, contact details, addresses, websites, and IDs before comparing them.

* Not required, but providing these fields helps the agent produce better results.

Frequently Asked Questions