Overview
Matching strategies control how Experio identifies duplicate or related entities across different data sources. When the same person, project, or organization appears in multiple documents, matching strategies determine whether they should be merged into a single entity or kept separate. Navigate to Admin > Graph > Matching Strategies.Strategy Types
Default Strategy
The default strategy applies to all entity types unless overridden. It defines the baseline matching behavior for your entire knowledge graph.Entity-Specific Strategies
Create custom strategies for specific entity types that need different matching rules. For example, person names may need fuzzy matching, while project codes need exact matching.Configuration Sections
Each matching strategy has four configuration areas:1. Matching Methods
Enable and weight different matching algorithms:
Each enabled method has a weight slider (0 to 1) that controls its relative importance in the overall match score.
2. Filters
Apply additional constraints to matching: Temporal Filter:- Max Distance (Days) — Maximum time difference between entities (default: 1825 / 5 years)
- Penalty Per Year — Score reduction per year of difference (default: 0.1)
- Date Attribute Names — Which entity attributes contain dates
- Parent Entity Types — Limit matching to entities with specific parent types
- Relationship Types — Consider only entities connected by specific relationships
3. Normalization
Preprocessing steps applied before matching:4. Thresholds
Define confidence levels that determine how matches are handled:
Matches below the Human Review threshold are treated as distinct entities.
Creating Entity-Specific Strategies
- Click Create New Strategy
- Select the entity type this strategy applies to
- Configure matching methods, filters, normalization, and thresholds
- Save the strategy