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🔥 Matchbox (née Company Matching Framework)

Record matching is a chore. Matchbox is a match pipeline orchestration tool that aims to:

  • Make matching an iterative, collaborative, measurable problem
  • Allow organisations to know they have matching records without having to share the data
  • Allow matching pipelines to run iteratively
  • Support batch and real-time matching

Matchbox doesn't store raw data, instead indexing the data in your warehouse and leaving permissioning at the level of the user, service or pipeline.

Installation

To install the matchbox client:

pip install "matchbox @ git+ssh://git@github.com/uktrade/matchbox.git"

To install the full package, including the server features:

pip install "matchbox[server] @ git+ssh://git@github.com/uktrade/matchbox.git"

Use cases

Data architects and engineers

  • Reconcile entities across disparate datasets
  • Rationalise about the quality of different entity matching pipelines and serve up the best
  • Run matching pipelines without recomputing them every time
  • Lay the foundation for the nouns of a semantic layer

Data analysts and scientists

  • Use your team's best matching methods when retrieving entities, always
  • Measurably improve methodologies when they don't work for you
  • When you link new datasets, allow others to use your work easily and securely

Service owners

  • Understand the broader business entities in your service, not just what you have
  • Enrich other services with data generated in yours without giving away any permissioning powers
  • Empower your users to label matched entities and let other services use that information

Structure

Caution

Some of the below is aspirational. Matchbox is in alpha and under heavy construction.

The project is loosely formed into a client/server structure.

Server

The parts of matchbox intended for deployment. Allows different backends as long as they can meet the standards of the adapter and tests.

Client

The parts of matchbox intended for users and services to call a matchbox server, and to insert matched data in the right structure.

If the dataset isn't already in matchbox, it'll need to be indexed.

Pipelines using this part of matchbox will:

  1. Use matchbox.query() to retrieve source data from the perspective of a particular resolution point
  2. Use matchbox.process() to clean the data with standardised processes
  3. Use matchbox.make_model() with matchbox.dedupers and matchbox.linkers to create a new model
  4. Generate probabilistic model outputs using model.run()
  5. Upload the probabilites to matchbox with results.to_matchbox()
  6. Label data, or use existing data, to decide the probability threshold that you're willing to consider "truth" for your new model
  7. Use model.roc_curve() and other tools to make your decision
  8. Update model.truth to codify it

With the truth threshold set to 1.0 by default, deterministic methodologies are ready for others to use from step five!

Development

See our full development guide and coding standards in CONTRIBUTING.md