> ## Documentation Index
> Fetch the complete documentation index at: https://docs.skypoint.ai/llms.txt
> Use this file to discover all available pages before exploring further.

#  

# Match

Identify related records across your data sources using intelligent matching algorithms. The Match module finds duplicates within systems and links records across systems to build a complete view of each entity.

## Why Matching Matters

Organizations typically have the same people, accounts, or entities represented in multiple systems. Without matching:

* Records are fragmented across operational, billing, and administrative systems
* Duplicate records create confusion and operational gaps
* Analytics undercount or overcount unique individuals
* Teams lack the complete information needed for effective coordination

skyMDM's Match module uses advanced algorithms to accurately identify when two records represent the same real-world entity.

## What You Can Do

<CardGroup cols={2}>
  <Card title="Configure Match Rules" icon="sliders">
    Define which fields to compare and how much weight each field carries in match scoring.
  </Card>

  <Card title="Choose Match Algorithms" icon="brain">
    Select from exact matching or fuzzy matching approaches based on your data quality needs.
  </Card>

  <Card title="Review Match Candidates" icon="magnifying-glass">
    Examine potential matches with detailed comparison views before accepting.
  </Card>

  <Card title="Set Match Thresholds" icon="gauge">
    Configure score thresholds for auto-match, manual review, and non-match decisions.
  </Card>
</CardGroup>

## Matching Approaches

<CardGroup cols={2}>
  <Card title="Exact Matching" icon="equals">
    Match records on exact field values like SSN, account numbers, or unique identifiers. Best for high-confidence identifiers.
  </Card>

  <Card title="Fuzzy Matching" icon="wave-square">
    Handle variations in names, addresses, and other fields using similarity algorithms. Best for real-world data with typos and inconsistencies.
  </Card>
</CardGroup>

## Match Attributes

<CardGroup cols={3}>
  <Card title="Name Matching" icon="user">
    Handle nicknames, misspellings, name changes, and cultural naming conventions
  </Card>

  <Card title="Address Matching" icon="house">
    Match despite formatting differences, abbreviations, and address changes
  </Card>

  <Card title="ID Matching" icon="id-badge">
    Exact matching on SSN, account IDs, and unique identifiers with handling for typos
  </Card>

  <Card title="Date Matching" icon="calendar">
    Match dates across different formats with tolerance for data entry errors
  </Card>

  <Card title="Phone/Email" icon="at">
    Match contact information with normalization and validation
  </Card>

  <Card title="Custom Fields" icon="puzzle-piece">
    Include any field in your matching strategy based on your data
  </Card>
</CardGroup>

## Key Capabilities

### Match Scoring

Every potential match receives a confidence score based on how well records align across configured fields. Higher scores indicate stronger matches.

### Transitive Matching

If Record A matches Record B, and Record B matches Record C, skyMDM recognizes that all three may represent the same entity.

### Block and Compare

Efficiently process large datasets by first blocking records into candidate groups, then running detailed comparisons only within blocks.

### Match Audit Trail

Every match decision is logged with the score, contributing fields, and timestamp for compliance and quality review.

## Business Impact

<CardGroup cols={3}>
  <Card title="Complete View" icon="user-check">
    Link records across systems for a comprehensive view of each individual or entity.
  </Card>

  <Card title="Accurate Counts" icon="hashtag">
    Know exactly how many unique individuals or accounts you serve.
  </Card>

  <Card title="Better Coordination" icon="users">
    Connect teams with complete information for better decision-making.
  </Card>
</CardGroup>

## Who Benefits

* **Operations Teams**: Access complete records for planning and coordination
* **Quality Teams**: Accurate attribution for quality measures and reporting
* **Finance Teams**: Proper counting for revenue and cost analysis
* **Compliance Teams**: Maintain accurate records for regulatory reporting