Bulk Entity Matching

Use Bulk Entity Matching to automatically identify potential matches between your firm’s company contacts and companies in the InterAction+ database. This feature reduces the need to manually search for potential company matches.

Bulk Entity Matching runs automatically on the first day of each month at 12:00 a.m. ET (UTC-05:00/UTC-04:00). Potential matches are added to Review Contact Matches, where users can review the results and take action.

To use Bulk Entity Matching, enable it in Firm Settings. No additional configuration is required.

Before you begin

Users must have access to Firm Settings to enable or disable Bulk Entity Matching.

Enable Bulk Entity Matching

1. From Firm Settings, click Content Integrations.
2. Under Bulk Entity Matching, turn on the toggle.

When Bulk Entity Matching is enabled, the matching process runs automatically each month at 12:00 a.m. ET (UTC-05:00/UTC-04:00).

Review Bulk Entity Matching results

1. From the left navigation bar, click Data Management.
2. Click Data Minder.
3. Open the Review Contact Matches tab.
4. Review the potential matches and take the appropriate action for each company.

The bottom of the Review Contact Matches page displays the date and time the potential matches were last updated.

Potential matches remain available for users to review and resolve manually using the existing Review Contact Matches process.

Review and resolve contact matches

1. From the left navigation bar, click Data Management.
2. Click Data Minder.
3. Open the Review Contact Matches tab.
4. Click the arrow next to the company name to expand the list.
5. Review the available match options.
6. Take one of the following actions:
   • If you find a match, select the radio button next to the match, and then click Match.
   • If you do not find a match, click None of These.  Clicking None of These removes the row from the review list. A confirmation prompt appears indicating that the row was ignored successfully.