Data Matching

Types of Data Matching

The Affinda solution enables users to create data look-ups and matching logic to enhance the data extraction process. With these lookups, you can choose to:

  • Validate the data extracted
  • Populate a data field
  • Overwrite a model prediction

Sample Use Cases

The following are common uses of the data matching logic, however, the matching and lookup functionality is built to be general in nature and the logic can be applied across a range of use cases.

Purchase Order Matching

A customer may have a Purchase Order database and wants to assert that the total amount due is equal to that in the purchase order. Using Affinda, we can:

  1. Extract the Purchase Order from the document
  2. Match the Purchase Order number extracted by Affinda to a Purchase Order number in the database
  3. If the corresponding 'invoice total' value in the Purchase Order database matches the 'invoice total' that Affinda extracted, this value would be auto-validated.

Supplier Code Mapping

A customer may have a Supplier database and wants to assert that the total amount due is equal to that in the purchase order. Using Affinda, we can:

  1. Extract the Supplier Name from the document
  2. Apply fuzzy string matching to match against a supplier name in the database
  3. Populate Supplier Code with the corresponding in the supplier database

Setting up Data Matching

Currently, all configuration of any Data Matching on customer accounts is completed by the Affinda team. Please contact your account manager to discuss how this could be implemented for your Organization.