When using Rossum’s Data matching feature, you can upload various types of data representing the list of vendors, purchase orders, or delivery notes. However, each possible document type is a little bit different, and each field might need some pre-processing to achieve the best master data matching results.
By default, Rossum supports data pre-processing for some of the pre-defined fields. Moreover, you can also store more complex data structures representing, e.g., a list of line items.
Fields with pre-defined preprocessing
You can use the column/key names defined below when uploading your master data. Once used, the values of such columns/keys will be cleaned according to the cleaning rules. Such pre-processing enables more precise matching behavior (e.g., it is easier to remove “-” when matching “ID-123” to “ID123”).
Column/Key name | Cleaning rules |
vat number | Removing non-alphanumeric characters |
vat_number | Removing non-alphanumeric characters |
iban | Removing non-alphanumeric characters |
account num | Removing non-alphanumeric characters |
account_num | Removing non-alphanumeric characters |
tax number 1 | Removing non-alphanumeric characters |
tax_number_1 | Removing non-alphanumeric characters |
tax number 2 | Removing non-alphanumeric characters |
tax_number_2 | Removing non-alphanumeric characters |
More complex data
When implementing, e.g., purchase order matching, you should store the line items of the individual purchase orders. Rossum’s data matching database can, of course, deal with such a situation.
When using JSON format for the uploaded file, you can define a new key holding an array of objects. See the key “line_items” in the snippet below.
[
{
"po_number": "1",
"total_amount": 2520,
"line_items": [
{
"item_sku": "123",
"item_description": "Creme liquide semi epaisse",
"item_quantity": 50,
"item_amount_base": 10,
"item_amount_total": 500
},
{
"item_sku": "124",
"item_description": "Beurre Demi-sel Moule de Bretagne",
"item_quantity": 60,
"item_amount_base": 20,
"item_amount_total": 1200
},
{
"item_sku": "125",
"item_description": "Beurre Doux Tendre",
"item_quantity": 40,
"item_amount_base": 10,
"item_amount_total": 400
}
]
},
{
"po_number": "2",
"total_amount": 420,
"line_items": [
{
"item_sku": "126",
"item_description": "Lait Demi-Ecreme Bio",
"item_quantity": 35,
"item_amount_base": 10,
"item_amount_total": 350
}
]
},
{
"po_number": "3",
"total_amount": 480,
"line_items": [
{
"item_sku": "127",
"item_description": "Lait Demi-Ecreme",
"item_quantity": 400,
"item_amount_base": 10,
"item_amount_total": 400
}
]
}
]