FAQs for Document Matching

Frequently asked questions for DataSnipper's Document Matching

Are you able to add documents later and re-run Document Matching?

Yes. Simply add the documents to the relevant folders of your Document Organizer and then re-run the Document Matching process. It is important to note that DataSnipper will overwrite any data in the output columns so any edits that you have made to those columns would be lost.

Can you perform multiple Document Matching tests in one tab?

Yes, you would simply need to overwrite the first document matching setup. Provided the output is in a different location, this will not loose any of the first work performed. You cannot however save a template with more than 1 document matching setup built in.

Does Document Matching take the name of the supporting documents into account?

Document matching will match the name of the file, creating a snip to a blank area in the document as a reference.

How does Document Matching find the correct item to snip (i.e. if there are multiple positive matches)?

DataSnipper will create a unique search combination of your inputs and attempt to snip the items which have the best collective match. This is based on a requirement that the snips should be on the same document and that the snips should be as close together as possible.

If the supporting documents (e.g. invoices) are 2-3 pages long, will Document Matching still pick up the correct inputs (e.g. let’s say the amount is located on the third page of the document)?

Yes, Document Matching has an algorithm which ranks multiple hits, one of the main ways of ranking is the proximity of all the snips on the page so generally this will work.

How should you review the results of Document Matching?

Document matching will output exact matches (or approximate matches if advanced settings have been used) as the snips. These Text Snips create a cross reference to the source of the extraction. This allows the user to select each Text Snip and view the supporting reference. The user should therefore review each snip to verify that the supporting evidence is appropriate.

Are you able to incorporate a rounding / variance allowance in Document Matching?

Yes. In step 3 of the document matching setup you can select any of the input(s) / output(s) three dots to view the advanced settings. In inputs, you are able to incorporate a variance / threshold deviation allowance of value or percentage differences.