Matching Rules

  • AI Score Lower Threshold

    FieldValueStatus and PrioritySee central listConfidence Level Match Reason"AI Score above threshold of [X]%"   SummaryUses AI-generated scores to suggest likely matches when deterministic rules cannot find a best match. Helps boost recall by leveraging ...

  • Base Name Conflicting LE Suffix Any Address

    This rule is skipped for records that have a jurisdiction code (legal_entity_jurisdiction_code).   FieldValueStatus and PrioritySee central listConfidence LevelHighMatch ReasonChanges based on context   SummaryThis flow determines the best legal entity ...

  • DUNS ID

    FieldValueStatus and PrioritySee central listConfidence LevelHighMatch ReasonDUNS ID   SummaryLinks supplier records to legal entities based on an exact DUNS ID match. This rule uses Matched Attributes (MAs). For additional information, see this article...

  • Tax ID Business Number to Company Number

     FieldValueStatus and PrioritySee central listConfidence LevelHighMatch ReasonTax ID or business number matches to company number   SummaryThis matching rule determines the best legal entity match when an input record has a tax ID or business number tha...

  • General Tax ID Match

     FieldValueStatus and PrioritySee central listConfidence LevelMediumMatch ReasonChanges based on context   SummaryLinks supplier records to legal entities based on an exact tax ID or business ID match. The record's country from the address must match th...

  • DUNS ID and Any Name

    FieldValueStatus and PrioritySee central listConfidence LevelHighMatch ReasonDUNS ID and any name   SummaryLinks supplier records to legal entities based on an exact DUNS ID match and a name match.This rule uses Matched Attributes (MAs). For additional ...

  • LEI and Jurisdiction Country Code

    FieldValueStatus and PrioritySee central listConfidence LevelHighMatch Reason“LEI and Jurisdiction Country Code”   SummaryLink supplier records to legal entities by matching exact LEI and jurisdiction country code.This rule uses Matched Attributes (MAs)...

  • AI Score Upper Threshold

    SummaryThis rule uses scores generated by the Tealbook AI matcher to automatically match records. It is executed after all case-specific rules are evaluated, and only if a high-confidence candidate is available. Auto-Match ConditionsThe system auto-matc...

  • Exact Name and Jurisdiction Country Code US and CA Only

    This rule is skipped for records that have a jurisdiction code (legal_entity_jurisdiction_code).   FieldValueStatus and PrioritySee central listConfidence LevelMediumMatch ReasonChanges based on context   SummaryThis flow determines the best legal entit...

  • Exact Name and Jurisdiction Country Code Excluding US and CA

    This rule is skipped for records that have a jurisdiction code (legal_entity_jurisdiction_code).   FieldValueStatus and PrioritySee central listConfidence LevelMediumMatch ReasonChanges based on context   SummaryThis flow determines the best legal entit...

  • Similar Name and Any Address

    This rule is skipped for records that have a jurisdiction code (legal_entity_jurisdiction_code).   FieldValueStatus and PrioritySee central listConfidence LevelHighMatch ReasonChanges based on context   SummaryThis flow determines the best legal entity ...

  • Base Name and No LE Suffix and Any Address

    This rule is skipped for records that have a jurisdiction code (legal_entity_jurisdiction_code).   FieldValueStatus and PrioritySee central listConfidence LevelHighMatch ReasonChanges based on context   SummaryThis flow determines the best legal entity ...

  • Exact Name and Any Address

    This rule is skipped for records that have a jurisdiction code (legal_entity_jurisdiction_code).   Field Value Status and Priority See central list Confidence Level High Match Reason Changes based on context       Summary This flow dete...

  • Any Name and Tax ID Business Number to Company Number

          Field Value Status and Priority See central list Confidence Level High Match Reason Tax ID or business number matches to company number, including name evidence       Summary This matching rule determines the best legal entity mat...

  • Any Name and Cross Tax ID Business Number (US-Only)

    Field   Value   Status and Priority See central list Confidence Level High Match Reason Changes based on context       Summary This rule enables matching pipeline records with legal entities based on tax IDs and business numbers.In...

  • Any Name and Cross Tax ID Business Number (Non-US)

    Field   Value   Status and Priority See central list Confidence Level High Match Reason Tax ID or business number out of US       Summary This rule enables matching pipeline records with legal entities based on tax IDs and business...

  • Any Name and Cross Tax ID or Business Number Country Prefix

      Field   Value   Status and Priority See central list Confidence Level High Match Reason Tax ID or business number country prefix       Summary This rule enables matching pipeline records with legal entities based on tax IDs and b...

  • Exact Canadian Business Number

    Field   Value   Status and Priority See central list Confidence Level High Match Reason Exact Canadian business number match       Summary Enable accurate and scalable matching of Canadian companies by recognizing and processing 9-...

  • Company Number and Jurisdiction Code

    Field   Value   Status and Priority See central list Confidence Level High Match Reason Company number and jurisdiction code       Summary Resolves entities using government-issued company numbers combined with jurisdiction codes a...

  • Similar Name and Jurisdiction Code

    Field Value Status and Priority See central list (Dedicated tabs for VM and USP flows) Confidence Level High Match Reason “Similar name and jurisdiction code - <comma-separated tiebreaker names> tiebreaker/s”. Example: “Similar name and ...

  • Exact Legal Name and Jurisdiction Code

    Field Value Status and Priority See central list (Dedicated tabs for VM and USP flows) Confidence Level High Match Reason “Exact legal name and jurisdiction code - <comma-separated tiebreaker names> tiebreaker/s”. Example: “Exact legal name a...

  • SAM ID

    Field Value Status and Priority See central list (Dedicated tabs for VM and USP flows) Confidence Level High Match Reason SAM ID Matching Rule Name in code SAM_ID       Summary Links supplier records to legal entities based on an exa...

  • Tealbook Supplier ID

    Field   Value   Status and Priority See central list Confidence Level High Match Reason Tealbook supplier ID       Summary Matches VM records to legal entities using an exact match on tealbook_supplier_id, a unique UUID assigned by...