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Match Analysis and Explainability dashboard

Use the Match Analysis and Explainability dashboard to understand how the match process generated record pairs.

Note: Effective in the May 2025 release, the ability to use the Match Analysis and Explainability dashboard is available for preview.

Preview functionality is supported for evaluation purposes but is unwarranted and is not supported in production environments or any environment that you plan to push to production. Informatica intends to include the preview functionality in an upcoming release for production use, but might choose not to in accordance with changing market or technical circumstances. For more information, contact Informatica Global Customer Support.

The Match Analysis and Explainability dashboard lists the declarative rules that identified record pairs, properties of the declarative rules, and the number of match pairs generated by each rule. It also displays a match score for each record pair.

Use the dashboard 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 declarative rule didn't generate any match pairs, you can consider removing it or updating its properties.

The dashboard has the following sections:

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

The following image displays a sample Match Analysis and Explainability dashboard:

The image 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 declarative rules that are ranked in a match model. You can view a list of declarative 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 declarative rules section of the Match Analysis and Explainability dashboard:

The Match Analysis and Explainability dashboard displays rank-based declarative 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 declarative rule.
Version	Version of the match model.
Rank	Execution order of the declarative rule in the match model.
Match Strategy	Type of match that the declarative 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 declarative match rules with the fuzzy match strategy.
Rule Description	Short description to identify a declarative rule.
Record Pairs	Number of record pairs that the declarative 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 declarative match rules based on the column values.
Filter	Filter declarative match rules based on the column values.
Sort	Sorts the declarative match rules in ascending or descending order based on the selected column name.
Export Data	Export details of the declarative match rules to a CSV file. The CSV file includes properties of declarative match rules, such as model name, version, and match criterion.

Declarative rule properties

View additional details of a declarative 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 declarative rule and list the properties of the match fields that the declarative rule uses.

The following image displays the Declarative Rule Properties section of the Match Analysis and Explainability dashboard:

Rule Summary

The following table lists the properties of the selected declarative rule:

Declarative Rule Property	Description
Match Model	Name of the match model that contains the declarative rule.
Match Rule ID	System-generated identifier of the declarative 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 declarative rule identified.
Rule Description	Short description that explains the declarative rule.
Model Version	Version of the match model.
Match Strategy	Type of match that the declarative rule uses, such as exact or fuzzy.
Match Criterion	Type of data to use for matching. Applicable to declarative rules with the fuzzy match strategy.
Merge Threshold	Range of match scores used to identify record pairs as a match. Applicable to declarative rules with the fuzzy match strategy.

Match Field Details

Match fields are business entity fields that you use in declarative rules to identify matching records.

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

Declarative Rule Property	Description
Match Type	Type of match that the declarative rule uses, such as exact or fuzzy.
Field Type	Type of data that the match field contains. Applicable to declarative rules with the fuzzy match strategy.
Field Name	Name of the business entity field that the declarative rule uses for matching. Applicable to declarative 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 declarative rule identified, their source system details, and the match score.

The following image displays the Record Pairs section of the Match Analysis and Explainability dashboard:

The Match Analysis and Explainability dashboard displays the record pair details of the selected declarative 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 declarative 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 alike 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

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 Analysis and Explainability dashboard:

The Match Analysis and Explainability dashboard 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	A score that indicates how alike the record pairs are.
Match Fields	Name of the business entity fields that the declarative rule uses for matching.
Match Strategy	Type of match that the declarative rule performs.
Match Score	A score that indicates how alike the match fields of the record pairs are. Applicable to declarative rules with the fuzzy match strategy.
Contribution to the Total Match Score	Indicates the match status for the exact match fields, and displays the match score contribution of fuzzy match fields to the total match score.