Dashboard

Overview

Matchbook is a data management and matching tool designed to help businesses maintain and optimize their data quality, improve data governance, and streamline data stewardship workflows. By centralizing data from multiple sources, Matchbook enables users to manage, cleanse, enrich, and match records to ensure accuracy and consistency across business functions. The tool’s automated matching algorithms and data enrichment processes allow users to handle large volumes of records with varying confidence levels, effectively identifying and managing duplicate or conflicting entries.

The dashboard provides a comprehensive view of key metrics and real-time data statistics, allowing Global Administrators to efficiently monitor and manage data quality. The Dashboard serves as the main landing page for Matchbook, offering a high-level overview of data management activities. Through various metrics and status indicators, it enables users to monitor data quality, track progress on data processing tasks, and review statistics related to the performance and execution of background processes.

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Matchbook AI Dashboard

Here’s a detailed breakdown of the key sections available on the Dashboard: on the right-hand side.

Active Data Queue Statistics

This section presents an overview of data queues currently in various processing stages described below.

  • File Import: Number of files uploaded and processed.

  • Input: Total records currently in the input queue.

  • Low Confidence: Count of records needing verification due to low confidence in data matching.

  • No Match: Number of records without a matching entry.

  • Match Output: Successfully matched records.

  • Enrichment Output: Records enhanced with additional data.

Background Process Statistics

Displays the performance metrics for background processes, including data cleansing and enrichment.

Cleanse Match

  • Min-Time / Avg-Time / Max-Time: Time statistics for the cleansing process.

  • Stewardship Queue Process: Duration of the most recent data stewardship queue.

  • Next Execution: Countdown until the next scheduled cleanse and match execution.

Data Enrichment

  • Min-Time / Avg-Time / Max-Time: Time metrics for enrichment processes.

  • Executed: Shows how recently the last enrichment process was completed.

  • Next Execution: Countdown to the next scheduled enrichment process.

Note

All statistics reflect data from the past 48 hours.

Low Confidence Match Candidate Statistics

This section helps identify records needing user intervention due to lower confidence matches:

Top Candidates (Priority records for review)

  • Total Records: Total low-confidence records.

  • Active Records: Percentage of low-confidence records actively under review.

  • HQ/SL Records: Records associated with headquarters or specific locations.

All Candidates

Breakdown by confidence level, showing priority ranges (9 & 10, 7 & 8, etc.) to assist with triage.

Data Stewardship Statistics

Highlights stewardship activities performed by users, enabling tracking and validation.

  • Matches by Users: Number of matches completed by different users.

  • Matches by Confidence Code: Breakdown of matched records by confidence score.

  • Total Matched: The total number of verified matches.

  • Name Address Lookup: Matches verified using name and address data.

  • Alt. Lookup: Matches confirmed using alternative lookup methods.

API Usage Statistics

Tracks the usage of Matchbook’s API to assess system integration and data processing activity.

  • Current Month: API requests in the current month.

  • Year-to-Date (YTD): API requests made since the beginning of the year.

  • All: Total API requests processed by the system.