Supervisr: Matching Models

Manage objects which are accessed through the DataGroomr platform and manage your organization algorithmic models used to identify duplicate records.

Matching Models: Accessing
Matching Models can be accessed directly by pressing the Matching Models link located under the Supervisr tab in the Navigation Menu. Then select the the appropriate object or press ADD OBJECT to add a new one . All the existing models for the selected object will be displayed.
Wed, 8 Sep, 2021 at 12:02 PM
Matching Models: Add/Remove Object
The Matching Models section in the supervisor module contains all the objects for which models exist or can be created.  When you first navigate to this section you will see Leads, Contacts and Accounts objects shown by default.   New objects may be added by pressing the ADD OBJECT button. Objects may be ...
Wed, 8 Sep, 2021 at 11:58 AM
Matching Models: Creating
Matching Models are based on algorithms powered by machine learning.  There are two ways to create a new model.  You can press the ADD MODEL button to develop one from scratch or you can select an existing rule and then press the CLONE button.  In either case, the Model configuration window will be opened which inc...
Wed, 8 Sep, 2021 at 12:00 PM
Matching Models: Creating/Editing Fields
For new models or those in Draft status users may edit the matching (or comparison) type used for each field.  This is done by clicking on the pencil icon inside a field which brings up a drop down dialogue as shown below. The prefilled matching type is auto selected by DataGroomr based o...
Sun, 25 Jul, 2021 at 11:39 AM
Matching Models: Training
Matching Models are based on algorithms powered by machine learning.  When a new model is created it will need to be Trained, which is a process where DataGroomr will look for duplicates based on the fields you specified.  But in order for Machine Learning models to work, a person must confirm (or...
Sun, 25 Jul, 2021 at 11:40 AM
Matching Models: Editing
To Edit an existing matching model, select it from the list and then press the EDIT button.  If the model is in Draft status, all the entry fields will be editable.  You can add a name, add/remove/edit fields and enable auto training. Tip: To learn ...
Sun, 25 Jul, 2021 at 11:41 AM
Matching Models: Cloning
Occasionally you may need to modify or retrain an existing matching model.  For example, you may need to remove or add a field.  However an existing model cannot be changed this way, but you can create a copy that can be edited. To do this, select the rule and then press the CLONE button.&...
Sun, 25 Jul, 2021 at 11:44 AM
Matching Models: Re-training
Occasionally an existing model needs to be retrained.  This sometimes happens when a model is not detecting all the duplicates or a large amount of new data has been added to Salesforce.  Notice that an existing model has a version number.  To re-train this model, select it from the l...
Sun, 25 Jul, 2021 at 11:42 AM
Matching Models: Assign (to Dataset)
Once a model is trained it becomes a matching model that is available to be used by a dataset.  There are a couple ways to do that.   Option 1:   From the Matching Models feature, select a model press the Assign.  Then choose the datasets that apply and the Assign bu...
Sun, 25 Jul, 2021 at 11:43 AM
Matching Models: Setting a Default
A model that is marked as as Default will be used by TRIMMR dataset of the same object type automatically.  For objects with multiple models, users can select any model in the dataset configurations (see Configure Datasets documentation for more info). To set a model as a def...
Sun, 25 Jul, 2021 at 11:44 AM