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Match Analysis and Explainability dashboard

Use the Match Analysis and Explainability dashboard to explore match results, gain insights into the match process, and understand how record pairs are generated. You can use the match results to fine-tune the match model and gain trust in the quality of the match results.

The Match Analysis and Explainability dashboard includes the following tabs:

•Overview. Shows key metrics of the match process, a visual summary of match trends, and an analysis of match and merge jobs that ran for a business entity.
•Outcome. Displays a graphical summary of the match and merge outcome with drill down capabilities to filter record pairs. You can also explore individual record pairs.
•Match Model. Lists the directed AI match rules that generated record pairs, their properties, and the number of record pairs generated by each rule. It also displays a match score for each record pair. Additionally, you can explore individual record pairs and analyze the directed AI match rules.

Overview tab

You can view key metrics of the match process, a visual summary of match trends, an analysis of the match and merge jobs, and a list of job instances that ran for a business entity.

The following image displays the Overview tab of the Match Analysis and Explainability dashboard:

The Match Analysis and Explainability dashboard shows the Overview tab with key metrics, a visual summary of match trends, match and merge jobs analysis, and a list of job instances. The Match and Merge Job Analysis section includes bar graphs for recent jobs.

The Overview tab has the following sections:

•Key Metrics
•Match Trend
•Match and Merge Job Analysis
•Job Instances

Key metrics

Key Metrics displays the count of records for the entire business entity from the date when the dashboard is enabled.

The following image shows key metrics of the Match Analysis and Explainability dashboard:

The Key Metrics section shows the total count of master records, source records, record pairs, source records that are not ready for match, total record pairs for review, and record pairs pending review.

The following table describes the details of key metrics displayed for a business entity:

Name	Description
Master Records	Total number of master records.
Source Records	Total number of source records.
Record Pairs	Total number of record pairs that the match process has identified.
Source Records that aren't Ready for Match	Total number of record pairs that are marked as NOT_READY_FOR_MATCH state by the users.
Total Record Pairs for Review	Total number of record pairs that are identified for manual review.
Record Pairs Pending Review	Total number of record pairs that are pending review.

Match trend

Match Trend provides a graphical representation of metrics from match and merge jobs that ran during a specific time period.

It shows the trend for the business entity from the date when the Match Analysis and Explainability dashboard is enabled.

You can select a date range to view key metrics on the graph. The graph shows published match models and batch jobs that ran to reset matched records, purge data, and generate match keys for the selected time period.

The following image displays the Match Trend section of the Overview tab:

The Match Trend section shows the graphical representation of the key metrics for the time period between May 21, 2025 and June 12, 2025.

1Zoom

2Export Data

3Date Range

The following table lists the user interface elements that you can use in the Match Trend section:

User Interface Elements	Description
Zoom	View data by month, year, or all data.
Export Data	Exports key metrics of the jobs to a CSV file, which includes the job type and job description.
Date Range	Select the start and end dates to view the match trend.

Match and merge job analysis

Match and Merge Job Analysis provides a graphical representation of the metrics for the latest 10 jobs that ran for a business entity.

The graph shows metrics for each job, such as number of source records, record pairs, record pairs that were already merged or qualified for automated merge, and average match candidates. You can also view the time taken to complete each job. Additionally, the graph shows the time taken for a job to complete when fuzzy match is configured.

Note: The time taken for fuzzy match is longer than the total job duration because it includes the time of multiple parallel processes running within the same job.

The following image shows the Match and Merge Job Analysis section of the Overview tab:

The Match and Merge Job Analysis section shows the Record Count tab selected. The bar chart in the section shows source records and record pairs counts, merge or qualified record pairs for auto-merge, and average match candidates for the recent 10 jobs, such as Match and Merge and Match Reset.

1Record Count

2Duration

3Export Data

The following image shows the Duration tab selected in the Match and Merge Job Analysis section of the Overview tab:

The Match and Merge Job Analysis section shows the Duration tab selected. The bar chart in the section shows the total time, in minutes, that each job took to complete. It also shows the total time for jobs with fuzzy match configured.

The following table lists the user interface elements that you can use in the Match and Merge Job Analysis section:

Job Details	Description
Record Count	Displays details, such as the number of source records, record pairs, record pairs qualified for automated merge, and record pairs merged manually for each job using the bar chart.
Duration	Displays details, such as the total duration each job took to complete and total duration a job configured with fuzzy match took to complete.
Export Data	Exports details of the most recent jobs to a CSV file. The CSV file includes the latest 10 jobs run for the business entity and includes details, such as number of source records, record pairs, record pairs that were already merged or qualified for automated merge. It also includes the total and fuzzy match duration for each job.

Job instances

View the match and merge jobs that ran for a business entity.

The following image displays the Job Instances section of the Overview tab:

The Job Instances section displays details of the jobs that ran for a business entity.

1Find

2Filter

3Sort

4Export Data

The following table lists the details that you can view for each job instance:

Job Detail	Description
Name	Name of the job instance.
Start Time	Date and time when the job started.
End Time	Date and time when the job ended.
Duration	Total time taken to complete the job.
Status	Status of the job instance.
Records Processed	Number of records that the job processed.
Record Pairs	Number of record pairs that the job generated.
Match Model	Match model that the job used.

The following table lists the user interface elements that you can use in the Job Instances section:

User Interface Elements	Description
Find	Searches jobs based on the job instance name and the match model name.
Filter	Filters jobs based on duration, status, records processed, record pairs, and match models.
Sort	Sorts jobs in ascending or descending order based on a selected column.
Export Data	Exports details of all job instances to a CSV file.

Outcome tab

You can view a graphical representation of the match and merge outcomes with drill-down capabilities. You can view a list of record pairs generated by the match and merge strategies. Additionally, you can explore individual record pairs.

The Outcome tab consists of the following sections:

•Match Strategy
•Merge Strategy
•Record Pairs

The following image displays the Outcome tab of the Match Analysis and Explainability dashboard:

The Outcome tab shows a pie chart that displays the outcome of match and merge strategies and the record pairs generated based on these strategies.

Match strategy

Match Strategy displays a graphical representation of the number of record pairs generated based on the directed AI match rules, such as exact match and fuzzy match, and the number of record pairs generated based on the Adaptive AI match.

The legend shows the percentage of record pairs for each match strategy.

You can select the directed exact match, directed fuzzy match, or adaptive AI match sections of the pie chart to view the corresponding record pair details in the Record Pairs section.

The following image shows the Match Strategy section and the corresponding record pairs in the Record Pairs section:

The Match Strategy section shows a pie chart that displays the percentage of record pairs matched by directed exact match and fuzzy match. The Record Pairs section shows the matched record pairs generated based on the directed exact match strategy.

1Export Data

The following table lists the user interface element that you can use in the Match Strategy section:

User Interface Elements	Description
Export Data	Exports details, such as number and percentage of record pairs generated based on each match strategy to a CSV file.

Merge strategy

Merge Strategy displays a graphical representation of the number of record pairs generated based on automated and manual merge rules.

The legend shows the percentage of record pairs for each merge strategy.

You can select the automated merge or manual merge strategy section of the pie chart to view the corresponding record pair details in the Record Pairs section.

The following image shows the Merge Strategy section and the corresponding record pair in the Record Pairs section:

The Merge Strategy section shows a pie chart that displays the percentage of record pairs matched for automated and manual merge. The Record Pairs section shows the matched record pairs generated based on the automated merge strategy.

1Export Data

The following table lists the user interface element that you can use in the Merge Strategy section:

User Interface Elements	Description
Export Data	Exports details, such as the number and percentage of record pairs generated based on each merge strategy to a CSV file.

Record pairs

View the details of record pairs that the match and merge strategies generated.

When you select a section of the match or merge strategy pie chart, the Record Pairs section shows the matched record pairs corresponding to the selection.

The following image displays the Record Pairs section of the Outcome tab:

The Record Pairs section shows the record pair details based on the match and strategies, and the options such as find, filter, sort, show additional details, and export data are highlighted.

1Find
2Filter
3Sort
4Show Additional Details
5Export Data

The following table lists the record pair details you can view for each record pair:

Job Detail	Description
Record	Field values of the record pairs.
Source System	Source system associated with the record pairs.
Source Primary Key	Unique identifier of the source record.
Match Strategy	Type of matching that the directed AI match rule performs, such as exact, fuzzy, or Adaptive AI.
Merge Strategy	Action to perform during the merge process. The values are Manual and Automated.
Match Model and Rule Details	Name of the match model and the directed AI match rule that the job used.
Match Score	Score that indicates how similar the record pairs are.
Matched Date	Date when the record pairs were matched.
Match Fields	Business entity fields of the source records based on which the record pairs are matched.

The following table lists the user interface elements that you can use in the Record Pairs section:

User Interface Elements	Description
Find	Searches the record pairs based on the field value in the Records column.
Filter	Filters record pairs based on source system, match strategy, merge strategy, match model and rule details, total match score, and matched date. You can also select sections of the pie chart to apply filters.
Sort	Sorts the record pairs in ascending or descending order based on a selected column name.
Show Additional Details	Displays the details of a selected record pair in the Record Pair Details section.
Export Data	Exports record pair details to a CSV file.

Record Pair Details section

To view additional details of a record pair, select a record pair and click Show Additional Details. You can view details, such as the match fields, match status for exact matches, and match scores for fuzzy matches.

The following image shows the record details of the record pair selected in the Record Pairs section:

The Record Pairs Details section shows additional details, such as the match fields for the record pairs, match score for the fuzzy match strategy, and the match status for the exact match strategy.

The following table lists the details of the selected record pair:

Record Pair Details	Description
Record 1	Name of the first source record in the selected record pair.
Record 2	Name of the second source record in the selected record pair.
Total Match Score	Score that indicates how similar the record pairs are. The value is the sum of match scores of fuzzy match fields. Note: A decimal value is rounded off to display the total match score.
Merge Strategy	Action to perform during the merge process. The values are Manual and Automated.
Match Type	Type of matching that the directed AI match rule uses, such as directed AI match or adaptive AI match.
Match Model and Rule Details	Name of the match model and the directed AI match rule that the job used.
Match Fields	Name of the business entity fields that the directed AI match rule uses for matching.
Match Strategy	Type of match that the directed AI match rule performs.
Match Score	Score that indicates how similar the match fields of the record pairs are. Applicable to directed AI match rules with the fuzzy match strategy.
Contribution to the Total Match Score	Match status for exact match fields, and shows the match score contribution of fuzzy match fields to the total match score.

Match Model tab

Lists the directed AI match rules that identified record pairs, properties of the directed AI match rule, and the number of record pairs generated by each rule. It also displays a match score for each record pair.

Use the Match Model tab to explore the match results and gain insights into the match process. You can modify the match configuration to get trust match outcomes. For example, if a directed AI match rule didn't generate any match pairs, you can consider removing it or updating its properties.

The Match Model tab has the following sections:

•Rank-based Rules
•Declarative Rule Properties
•Record Pairs

The following image displays the Match Model tab of the Match Analysis and Explainability dashboard:

The Match Model tab highlights the rules section, the properties section, and the record pairs section.

1Rank-based Rules section

2Declarative Rule Properties section

3Record Pairs section

Rank-based rules

Rank-based rules are directed AI match rules that are ranked in a match model. You can view a list of directed AI match rules with their ranks, the configuration, the associated match model, and the number of record pairs they identified.

The following image displays the Rank-based Rules section of the Match Model tab:

The Rank-based Rules section displays rank-based directed AI match rules and the options such as find, filter, sort, and export are highlighted.

1Find

2Filter

3Sort

4Export

The following table describes the details that the Rank-based Rules section displays:

Name	Description
Model Name	Name of the match model that contains the directed AI match rule.
Version	Version of the match model.
Rank	Execution order of the directed AI match rule in the match model.
Match Strategy	Type of match that the directed AI match rule performs.
Merge Strategy	Action to perform during the merge process. The values are Manual and Automated.
Match Criterion	Type of data to use for matching. Applicable to directed AI match rules with the fuzzy match strategy.
Rule Description	Short description to identify a directed AI match rule.
Record Pairs	Number of record pairs that the directed AI match rule identified.

The following table lists the user interface elements that you can use in the Rank-based Rules section:

User Interface Elements	Description
Find	Search the directed AI match rules based on the column values.
Filter	Filter directed AI match rules based on the column values.
Sort	Sorts the directed AI match rules in ascending or descending order based on the selected column name.
Export Data	Export details of the directed AI match rules to a CSV file. The CSV file includes properties of directed AI match rules, such as model name, version, and match criterion.

Declarative rule properties

View additional details of a directed AI match rule that you select in the Rank-based Rules section. The additional details include match rule ID, match level, and merge threshold.

These additional details provide a summary about the selected directed AI match rule and list the properties of the match fields that the directed AI match rule uses.

The following image displays the Declarative Rule Properties section of the Match Model tab:

Rule Summary

The following table lists the properties of the selected directed AI match rule:

Declarative Rule Property	Description
Match Model	Name of the match model that contains the directed AI match rule.
Match Rule ID	System-generated identifier of the directed AI match rule.
Merge Strategy	Action to perform during the merge process. The values are Manual and Automated.
Match Level	Level of fuzzy matching performed on the data.
Record Pairs	Number of record pairs that the directed AI match rule identified.
Rule Description	Short description that explains the directed AI match rule.
Model Version	Version of the match model.
Match Strategy	Type of match that the directed AI match rule uses, such as exact or fuzzy.
Match Criterion	Type of data to use for matching. Applicable to directed AI match rules with the fuzzy match strategy.
Merge Threshold	Range of match scores used to identify record pairs as a match. Applicable to directed AI match rules with the fuzzy match strategy.

Match Field Details

Match fields are business entity fields that you use in directed AI match rules to identify matching records.

The following table lists the details of the match fields for the selected directed AI match rule:

Declarative Rule Property	Description
Match Type	Type of match that the directed AI match rule uses, such as exact or fuzzy.
Field Type	Type of data that the match field contains. Applicable to directed AI match rules with the fuzzy match strategy.
Field Name	Name of the business entity field that the directed AI match rule uses for matching. Applicable to directed AI match rules with the fuzzy match strategy.
Field Property	Additional properties configured for the match field, such as segment matching or null matching.
Value	Value to identify segment data for matching.

Record pairs

View the record pairs that a directed AI match rule identified, their source system details, and the match score.

The following image displays the Record Pairs section of the Match Model tab:

The Record Pairs section displays the record pair details of the selected directed AI match rule and the options such as find, filter, sort, show additional details, and export are highlighted.

1Find

2Filter

3Sort

4Show Additional Details
5Export

The following table lists the details of the record pairs identified for the selected directed AI match rule:

Record Pair Property	Description
Record	Display field values of the record pairs.
Source System	Source system associated with the record pairs.
Source Record ID	Unique identifier of the record.
Match Score	A score that indicates how similar the record pairs are.
Matched Date	Date when the record pairs were matched.
Match Fields	Business entity fields of the source records based on which the record pairs are matched.

The following table lists the user interface elements that you can use in the Record Pairs section:

User Interface Elements	Description
Find	Search the record pairs based on the column values.
Filter	Filter record pairs based on column values.
Sort	Sorts the record pairs in ascending or descending order based on the selected column name.
Show Additional Details	Displays additional details of a selected record pair in the Record Pair Details section.
Export Data	Export record pair details to a CSV file.

Record Pair Details section

To view additional details of a record pair, select a record pair and click Show Additional Details. You can view the details of the selected record pair in the Record Pair Details section.

The following image displays the Record Pair Details section of the Match Model tab:

The Match Model tab displays the Record Pair Details section that shows the details of a record pair.

The following table lists the details of the selected record pair:

Record Pair Details	Description
Record 1	Name of the first source record in the selected record pair.
Record 2	Name of the second source record in the selected record pair.
Merge Strategy	Action to perform during the merge process. The values are Manual and Automated.
Total Match Score	Score that indicates how similar the record pairs are. The value is the sum of the match scores of fuzzy match fields. Note: For a decimal value, the value is rounded off to show the total match score.
Match Fields	Name of the business entity fields that the directed AI match rule uses for matching.
Match Strategy	Type of match that the directed AI match rule performs.
Match Score	Score that indicates how similar the match fields of the record pairs are. Applicable to directed AI match rules with the fuzzy match strategy.
Contribution to the Total Match Score	Match status for the exact match fields, and displays the match score contribution of fuzzy match fields to the total match score.