Intelligent Lookup Wizard

What problem does it solve?

The Intelligent Lookup Wizard addresses the challenge of matching and harmonizing records across disparate systems when exact keys are missing or inconsistent, eliminating manual reconciliation and reducing duplicate master data caused by typos, abbreviations, and format differences.

Core Features & Use Cases

• Configurable matching strategies: Choose exact, fuzzy (Jaro-Winkler, Levenshtein), phonetic (Soundex/Metaphone), token-based, or composite hybrid rules.
• Multi-column weighted scoring: Combine primary and secondary fields (name, address, postal code) with custom weights and thresholds to improve precision.
• Preprocessing and normalization: Case normalization, punctuation removal, abbreviation expansion, and diacritic handling to improve match rates.
• Review and approval workflow: Batch review by score ranges, side-by-side comparisons, and manual approve/reject/skip states for governed MDM processes.
• Real-world uses: Vendor deduplication, customer record consolidation, product catalog harmonization, and cross-system reconciliation between ERP/CRM systems.

Quick Start

Run an intelligent lookup to match VendorInput to VendorMaster using Jaro-Winkler at a 0.85 threshold with normalization and review matches in the batch review interface.