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transformations:match

MATCH

Category: Transform / Advanced


Description

This action goes through text values in the source table and finds matching values in a second "lookup" table (lookup table). Matched lookup values then replace original values.


Use cases

  • The Fuzzy mode of this action can be used to match text values that may have typos.
  • This can be used for keyword detection in customer support tickets.
  • This action can be used for flagging fraud detection phrases in financial institutions.
  • Content moderation/spam detection in social media platforms.
  • Categorize products for an e-commerce site by converting long names to keywords within the names.
  • Log file analysis for IT & Security by flagging keywords in system and network logs.
  • Flag competitive brand names within customer comments.


Action settings

SettingDescription
ColumnSelect the column in the current dataset that contains the values to match in the lookup table.
Lookup tableSelect the dataset to be use for the lookup.
Lookup columnThis setting appears once the Lookup table has been selected. Select the column that contains the values
to be matched to.
Match modeOptions: Contains, Starts with, Ends with, and Fuzzy. See the table below.
Case sensitive matchWhen checked, text case must match in the lookup values.
If not matchedChoose how unmatched values are handled. Options: Keep existing value, Make empty, or Default to (and choose
whether this value is an expression, or text or a number, and enter the expression or text/number value).


Match mode settings

ModeDescription
ContainsA lookup value is returned if the source value contains it. For example, "tor" would be returned if the source value
was "Motorola".
Starts withA lookup value is returned if the source value starts with it. For example, "Moto" would be returned if the source value
was "Motorola".
Ends withA lookup value is returned if the source value ends with it. For example, "rola" would be returned if the source value
was "Motorola".
FuzzyA lookup value is returned if the source value is within the specified edit distance.
The Damerau–Levenshtein edit distance measures the number of edit operations required to produce one word
from another.
Max. edit distanceThis setting appears when the Match mode is set to "Fuzzy". Choose the edit distance used by the Fuzzy-matching
process. See the Fuzzy mode, above.


Remarks

In the case of multiple matches, an arbitrary match is taken (in no particular order) and other matches are ignored.


Examples

Example #1

Flag and categorize potential issues within customer comments.

Before (source table)

Table 1: Table of customer comments.

Comment
Item arrived broken.
No comments.
My order is late again!

Table 2: Lookup table

Issue list
refund
late
broken

After (result table)

Comment
broken
No comments.
late

Action parameters

Column: Source text (Table 1)
Lookup table: Table 2
Lookup column: Issue list (Table 2)
Match mode: Contains
If not matched: Keep existing value


Example #2

Flag and categorize potential fraudulent transactions in a financial institution.

Before (source table)

Table 1: Text value to match.

Transaction summary
Wire transfer to unknown receipient
Mobile check deposit
Scheduled transfer from checking

Table 2: Lookup table

Fraud flags
lottery
wire
gift card

After (result table)

Transaction summary
wire
Mobile check deposit
Scheduled transfer from checking

Action parameters

Column: Source text (Table 1)
Lookup table: Table 2
Lookup column: Fraud flags (Table 2)
Match mode: Contains
If not matched: Keep existing value


Example #3

Return a Lookup value contained within the Source text value.

Before (source table)

Table 1: Text value to match.

Source text
Motorola

Table 2: Lookup table

Lookup values
tor
Moto
rola
Motrola

After (result table)

Source text
tor

Action parameters:

Column: Source text (Table 1)
Lookup table: Table 2
Lookup column: Lookup values (Table 2)
Match mode: Contains
If not matched: Make empty


Community examples


See also

transformations/match.txt · Last modified: 2025/02/10 18:41 by craigt

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