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Comatch

 

  • Do you want to check whether a list of companies is present in your Master file or database ?
  • If you’re spending a lot of time trying to find out which companies exist in 2 files, Comatch can do that for you.
  • When matching, Comatch will adjust for the company’s legal status suffix, permutations, punctuation and potential typos
  • In Comatch, all high possible matches are calculated and returned
  • You can can then merge the results file with your Internal or Constituent Database (Master file)
  • Rarely, will 2 lists of company names follow the same exact format or standard.
  • It could be Co. Ltd (or Company Limited or Co. Limited.) or Inc. (or INC. or Incorporated). These standards and suffixes varies between institutions and countries. When they do exist, more often than not, all these abbreviations and suffixes are simply found in one list and omitted in another. Makes matching company names a challenging task.
  • Especially if you have a large database of names to match, and some of them are duplicates
  • You want to find out how many of your constituents are from the same company
  • You want to check whether a company on the Forbes Global 2000 List or Fortune 500 List is in your Master file
  • There is a list of companies for an event and you would like to check whether the attendees are in your Master File
  • You want to verify duplicate names between 2 excel files
  • The application searches both your Master file and the External file to find a match for similar names on both files
  • It uses a model to determine the possible matches for each record in the External file against your Master file
  • After matching the names, the application will also show you where the names are located through the use of unique IDs in both files
  • Basically, there be will two input files and one output file
  • All files will be in CSV format
  • All files are removed once you have downloaded the results file
  • The 2 input files should be in CSV format
  • Each input file should have one column labelled as “CompanyName”
  • It does not require the company name to have the same format
  • The company name should preferably have at least 2 words (single names may not provide satisfactory results)
  • If the company name in either your Master file or the External file is delimited in separate columns for some reason, combine the company name (by using the concatenate function) in a new column and label it as “CompanyName”
    • In order to get the best results, we suggest that you only include the name of the company and no other information, if possible
    • We understand that this may not be possible in some cases, and believe that our application has some elasticity to absorb these variations
  • Please note that the Community Version has some limitations – depending on your file size, it may take longer to run
  • We will name the first input file as MASTER file:
    • This refers to your own Constituent, Supporter or Alumni Database/File
    • This file can contain as many fields as you require but it must have a column labelled as “companyname” (which, as you may recall, contains the name of the company)
    • Ideally, there should be a “Masterfile_ID” column
    • The Masterfile_ID column should contain the unique IDs that you have assigned to the respective companies in your original Master Database/File
    • This file must be saved in CSV format
  • We will name the second input file as EXTERNAL file:
    • This refers to the External file which you want to run the search against
    • This file can contain as many fields as you require but it must have a column labelled as “companyname”
    • If the file comes with a unique ID for each name, label the column as “Externalfile_ID”
    • If the file does not come with a unique ID for each name, we suggest that you assign one for each name for easy reference
    • This file must be saved in CSV format
  • First, click on the Choose File button under Master File
  • Select the MASTER file which you have saved as CSV
  • Second, click on the Choose File button under External file
  • Select the EXTERNAL file which you have saved as CSV
  • Finally, click on the Upload button
  • If you have followed the steps for formatting and saving the files correctly, you will see the remarks “Please wait while we process the file.”
  • If there are any errors, an error message will appear. All files will be deleted immediately. Try again. If you’re not sure what to do after that, Contact Us
  • A Download option will appear – click on it
  • A new CSV file will be downloaded – this is the Output File
  • Once you download the file, all files will be deleted immediately
  • All data fields from both the Master file and the External file will be included in the Output File
  • These are the following 2 match outcomes you will see in the file under the Result field
    • High Probability Correct Match
      • This match is most likely to be correct
    • Low Probability Match
      • Have some similarities but is unlikely to be a match
  • We respect your data privacy and understand your concerns.
  • We only use the companyname column to match
  • The option to include other data fields is for your convenience. If you prefer, only upload companyname; there is no need to upload any other fields
  • After the matching is done and the Output File is downloaded, all files (Master file, External file and Output file) are removed from our system
  • Finally, we do not maintain any logs or keep track of your files or the results
  • Please feel free to send any feedback and suggestions to us
  • We will be glad to review them and see how best we can help
  • Also, reach out to us if you have an External file that is not in CSV format (such as pdf). We will try to convert it for you, if possible
  • The difficulty with most big data matching projects is that the majority of the records do not match. Perhaps the greatest value of this system is that it automatically sieves out most, if not all, records that are improbable matches
  • Data varies and there are many possible permutations. As with most software (and humans), the system is not foolproof and won’t be 100%.