The AI Data Match action uses AI to validate data values to lookup lists

This will send use AI to compare data values to a lookup list to find the best match. This is useful for Vendor Matching in invoice processing and it an AI variation of the Lookup Table Validator.

CSV Data


    • CSV Data - The data to use for matching - this MUST be CSV formatted text. This should be a variable that returns the data. Use [DOCUMENTEXT(ID)] to load CSV data from a Document or [SERVERDATA(name)] to load from a cached Server Data. Also, be aware that the more you send in, the more tokens the AI action takes.


    • Key Field - Specify the name (header) of the CSV data column that contains the key value for the match. When a match is found based on the other columns, this value is returned as the matching value. For Vendor matching, this would usually be the Vendor Code or Vendor ID.


    • Matching Fields - This is the list of fields to send from the Record into the action for matching purposes. Send anything that would be helpful such as Full Address, Phone, Fax, etc. as long as it is also in the CSV data. It doe snot help to send values into the action that cannot help with matching to the CSV data. Also, be aware that the more you send in, the more tokens the AI action takes.



NOTE ON (AI): All AI extraction will incur extra fees. Check with your sales rep for more information.


AI Level


    • Quality - Specify the AI quality to use for this action. 
      • Economy works best for clean, electronic PDFs. It is not best for skewed, scanned or complex PDFs. Cost: LOWEST
      • Balanced works best for a combination of scanned and/or electronic PDF that may be fuzzy or slightly skewed. Cost: MIDDLE
      • Maximum works best for complex, skewed, irregular invoices that may require more logic to resolve. Cost: HIGHEST


    • Max Tokens - All newer AI processes are charged by token counts. You can set a maximum here to avoid having overly complex invoices charged at an extremely high token rate. The default for this setting is 16,384 and the most that is supported is approximately 50k for Economy and 100K for Balanced and Maximum quality levels.



Advanced


    • Extra Instructions - Any extra instructions for the AI agent to follow. The aciton already knows the task at hand, this is anything extra that might help such as 'Full address field is more important than phone number'.



The values returned by the action include:


AIDataMatch_MatchKey - The key value that was returned (i.e. the Vendor ID, etc)

AIDataMatch_Success - true if the match succeeded or false if it did not

AIDataMatch_Confidence - 'low', 'medium' or 'high' 

AIDataMatch_Reason - The reason why the match was chosen

AIDataMatch_AlternateCount - the number of alternate matches there were in the order of match confidence

AIDataMatch_AlternateMatchKey_# - The # alternate's Key Value

AIDataMatch_AlternateConfidence_# - The # alternate's confidence value 

AIDataMatch_AlternateReason_# - The # alternate's matching reason



A normal AI sequence would be to use AI Invoice Extraction to gather the data, Invoice Indexing to index those values to fields then AI Data Matching to match the vendor name to the vendor ID for maximum decision flow precision.