.. _ai_stewardship: AI Stewardship ============== AI Stewardship adds an AI-assisted review to the standard matching process. When the standard process returns a low-confidence match or no match for a record, Matchbook sends the record to the AI Data Stewardship service to look for a candidate match. Records the AI is confident about can be accepted automatically, and for the rest, you can see the AI's reasoning alongside the record. How It Works ------------ 1. A record is imported and goes through Cleanse Match. 2. If the result is **Low Confidence** or **No Match**, the record is automatically sent to the AI Stewardship service. This applies only if AI Data Stewardship is licensed and enabled for your portal. 3. The service applies your **Processing Options** and returns one of three outcomes: a candidate match, a low-confidence match, or no match. 4. The record is routed to **Preview Matched Data**, **Low Confidence** or **No Match** accordingly. 5. Matches at or above your confidence threshold are accepted automatically and shown as **Auto-Acceptance**. .. note:: Routing runs in the background. You do not need to start it. Licensing --------- AI Data Stewardship is a licensed add-on, enabled per client by Matchbook Support in the Support Portal under **Clients** > **License**. When it is disabled, the **AI Stewardship Configuration** tab is hidden in your portal. .. note:: * Disabling the license does not delete your saved configuration. The values return when the license is re-enabled. * Access depends on the client license. It is not controlled per individual user. Configure AI Stewardship ------------------------ Go to **Settings** > **D&B** > **Identity Resolution** > **AI Stewardship Configuration**. This tab is shown only when the license is enabled and is intended for Global Administrators. .. figure:: _static/aistewardship/ai1.png *Settings-D&B-Identity Resolution-AI Stewardship Configuration* Enable AI Stewardship +++++++++++++++++++++ Use the **Enable AI Stewardship** toggle in the **General** section. It is **OFF** by default. While OFF, all Processing Options, tag fields and the threshold field are visible but greyed out. Turn it **ON** to make them editable. You can optionally assign global tags when enabling. AI Confidence Score Threshold +++++++++++++++++++++++++++++ **AI Confidence Score Threshold for Auto-acceptance** is a percentage. Matches at or above it are accepted automatically. The default is **70%**. Processing Options ++++++++++++++++++ Each option has its own **Enable** toggle and an optional **Add Tags** field. .. list-table:: :header-rows: 1 * - Option - Description * - Perform Registry Check - Checks company registry information. **Additional costs apply.** * - Perform D&B Investigations - Allows the AI to raise D&B investigations. Uses the email in **Investigations Contact**. * - Allow Person-to-Business match - Allows a record for an individual to be matched to a business. * - Allow Holding Company to Facility match - Allows a holding company record to be matched to a facility. * - Allow Inactive Company Match - Allows records to match companies that are inactive. * - Auto Purge Genuine Not Found Records - Automatically purges records for which no genuine match exists. Tags ++++ Select tags from the predefined dropdown, for example **[SRC::1503]**, **[ENR::FullFamilyTree]** or **[MON::mon_lob]**. You can select several tags and remove any one of them. .. note:: Per-option tags are limited to the tags selected at the global level. If you change the global tags, the options available for individual settings change with them. Investigations Contact ++++++++++++++++++++++ Enter the email address that should receive investigation communications in **Email Address for Investigations**. A valid email format is required. Tag-specific Threshold Overrides ++++++++++++++++++++++++++++++++ Use overrides to apply a different threshold to records with specific tags. 1. Under **Tag-specific Threshold Overrides**, enter the **Threshold (%)**. 2. Select the tags. 3. Click **Add**. The override appears in the **Override List** (Threshold, Tags, Delete) and the entry fields are cleared. 4. To remove an override, click **Delete** on its row. .. note:: Records whose tags do not match an override use the global threshold. Save Your Changes +++++++++++++++++ Click **Update** to save. Changes are not saved until you do. .. list-table:: :header-rows: 1 * - Message - Meaning * - **"Please enter a valid percentage between 0 and 100."** - The threshold or an override threshold is not a number from 0 to 100. * - **"An override for this tag combination already exists."** - An override with the same tags is already in the list. AI Details in Low Confidence and No Match ----------------------------------------- Both queues have an **AI** column with an info icon on every row. Open it to see how the AI reached its result. 1. Go to **Data Stewardship** > **Low Confidence** or **Data Stewardship** > **No Match**. 2. Click the info icon in the **AI** column of a record. The **AI Stewardship** window opens, with the **Src Id** and **Company/Registration Number** as a subtitle. 3. Review the details, then click **X** to close it. .. figure:: _static/aistewardship/ai2.png *AI Stewardship details window* .. list-table:: :header-rows: 1 * - Field - Description * - Final Decision - The AI's decision, for example **llm_matched**. * - AI Confidence - Numeric score, for example **0.85**. * - Verification Strength - How strongly the result was verified, for example **strong**. * - Validator Verdict - The validator's outcome, for example **CONFIRMED**. * - AI Reasoning - Scrollable explanation from the AI. * - Validator Reasoning - Scrollable explanation from the validator. .. note:: * The window is read-only. Closing it does not change the record, or in No Match its **Reviewed** or **Select All** state. * If no AI evaluation exists for the record, **"No AI Stewardship information is available for this record."** is displayed. Auto-Acceptance in Preview Matched Data --------------------------------------- In **Data Stewardship** > **Preview Matched Data**, the **Accepted By** column shows how each match was accepted: * **Auto-Acceptance**: confirmed by AI Stewardship. * The reviewing user's name: manually accepted by that user. To filter, use **Accepted By Equals** and choose **All**, **Auto-Acceptance** or a specific user. Every record keeps its DUNS Number, Source Record ID, company details and the **Enrichment Data** and **Download** actions regardless of how it was accepted.