Operations & Management

Match Entity Records With Confidence Score

Match records across systems with a confidence score.

Entity Matcher

Records to Compare

Enter the details for Record A and Record B. Provide as many fields as you have; empty fields are allowed even if marked required by the schema.

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

Defines an agent-driven process for comparing two records (companies, contacts, or products) to decide if they represent the same real-world entity, using normalized fields and a weighted confidence score. It applies whenever two records with varying combinations of name, address, phone, email, website, or ID numbers need to be deduplicated or checked for equivalence. The workflow normalizes all fields, computes per-field similarity scores, optionally researches public sources to fill data gaps, then calculates a weighted overall confidence and outputs a decision of Match, Possible Match, or No Match with a detailed comparison table. ID numbers are treated as definitive identifiers that can override all other evidence, and any strongly divergent fields are flagged as conflicts. The system enforces validation rules to ensure the confidence score matches the underlying field scores and that all fields and research sources are explicitly documented. Edge cases such as nearly empty records, subsidiary/DBA relationships, and conflicting IDs have special handling to avoid misleading automatic matches and to route unclear cases for human review.

Frequently Asked Questions