How to use Advanced Options in Document Matching

Learn how to use advanced options in Document Matching. These options help you to add additional rules to increase the quality of your audit tests.

About Document Matching 

Document Matching lets you automatically match Excel data with supporting documents, such as invoices, bank statements, and contracts. This AI-powered feature will find the correct text, date and/or number in a source document, and then automatically creates a reference to your sample data.

Choose your DataSnipper version to learn more about Document Matching:

👉 DataSnipper version 4.1 and earlier

👉 DataSnipper version 5.0 and later

👉 DataSnipper version 6.1 and later

 

Choose which Advanced Option you'd like to learn about:

👉 Partial matching

👉 Fuzzy text matching

👉 Required field

👉 Setting thresholds

👉 Force matching

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DataSnipper version 6.1 and later

Advanced Options Menu

1. The document matching advanced options can be set up in the final step of document matching.
2. Each input and output columns have the advanced options shown as the "..." button.

Input columns

You can set a new advanced options additional to the below three for the input columns:

Partial Matching

Partial Matching is available as an advanced option setting from DataSnipper v6.1. Users can activate Partial Matching in Advanced Options to also include close matches for higher degree of flexibility. For example, searching for “Jenny Lam” in a source document - this name may not be present, but “Jenny” is; This can then be matched, and professional judgement used to assess.

DataSnipper version 5.0 and later

Video tutorial

In this video, you will learn how to use advanced options in Document Matching. These options help you to add additional rules to increase the quality of your audit tests.

Advanced options menu

1. The document matching advanced options can be set up in the final step of document matching.
2. Each input and output columns have the advanced options shown as the "..." button.

Input columns

You can set three advanced options for the input columns:

Required Field 
This advanced setting is set based on row or input field. This setting ensures that a specific field must be present and matched for the document to be considered a valid match. It can be used when users have a unique identifier or a crucial piece of information that must be present for the match to be meaningful.

Fuzzy Text Matching

You can check the Fuzzy text matching box which will output not identical but similar text matches in the output column, e.g. an abbreviation;

 

Setting a threshold

Finally, you can allow a difference up to a certain number when matching a value. This can be useful for amounts or dates that are slightly different on other document types. You can set the threshold amount by a percentage or numeric value. 

Output columns

The following setting is available for the output column:

Force match on page / row within table

This advanced setting is set based on output column. This setting forces the matching process to occur within a specific page or row of a table. Each input (treated separately)  if found must be returned from within the same defined location on the document (page or row of a table). It's useful when users want to restrict the matching to a particular section of the document, ensuring more precise and context-specific matches. 

DataSnipper version 4.1 and earlier

Video tutorial

In this video, you will learn how to use two advanced options in Document Matching. These options help you to add additional rules to increase the quality of your audit tests.

Advanced options menu

1. The document matching options can be set up in the settings of document matching.
2. By clicking the "..." button, right from the header selection, you can choose between 2 options.

Required

You can set a column as required. If a value in that column cannot be found, the corresponding row will be left empty. By using this option, you will decrease the chance of a false match.

Deviations

You can also allow a difference up to a specified amount when matching a value. This can be useful for values like amount or date since they can be slightly different on other document types.