PRODUCT
Partner Name Matching AI

The system explains why two business partner names do not match.

Your master data holds one business partner name. A corporate information API such as Tokyo Shoko Research returns another. When the two disagree, the cause may be a spelling variant, a difference in legal entity type, a change of company name, or a mis-set code. Partner Name Matching AI determines the reason automatically across 11 categories, and leaves only the cases that genuinely need a decision to your reviewers.

78.2%
Auto-decision rate
0
Incorrect auto-decisions
8.7 seconds
Time for 8,251 rows
THE PROBLEM

Does any of this sound familiar?

  • Every time master data is cleaned up, thousands of name pairs are compared by eye, one at a time
  • Whether two similar names are the same company is judged by each reviewer's own experience
  • No record of the reasoning is left, so the same checks are repeated at every audit and every handover
  • Similarity scores are available, but a person still has to interpret what those numbers mean

Many tools can calculate similarity. The hard part comes after that: classifying why the names differ. That is the part Partner Name Matching AI takes on.

CAPABILITIES

Put an Excel file in. Get a classified one back.

01

Works with the format you already use

Upload the reconciliation Excel you work with today. Normalization of the names, the classification itself and the generation of the result Excel all run automatically. There is no new input format to learn.

The input format is detected automatically from the column names. Both the conventional reconciliation sheet and the newer MDM + corporate information API format are accepted.

02

Only the cases that need a decision remain

On real data, 78.2% was decided by the system and reviewers looked at the remaining 21.8%. Every case that remains carries a reason code for why it needs review, so you know where to look from the start.

03

Review runs entirely in the browser

Differences between the names are shown color-coded, with the views of the deterministic rules, the machine learning model and the generative AI placed side by side. Similar past cases are attached as evidence. Approvals and corrections can be handled one after another from the keyboard.

04

Every decision stays on record

For each decision we record the input, the rule version, the model version, the similar past cases referenced, the source of the decision (rule / ML / AI / human) and the approver. The same input on the same versions returning the same result is a design requirement, so any decision can be reproduced later.

MEASURED

We publish only numbers we measured.

Measured on 8,251 rows of real data.

Auto-decision rate
78.2%
Precision of deterministic rules
100%
Precision of machine learning auto-decisions
96.6%
Sent to human review
21.8%
Incorrect auto-decisions
0
Processing time
8,251 rows in 8.7 seconds

These figures are measured against the labeled data set. Re-measurement on new data is carried out in the pilot at onboarding, and we report the results. We do not construct numbers that make the product look stronger than it is.

HOW IT WORKS

The most certain method first. Only the uncertain moves on.

Anything decided upstream never reaches the next stage.

  1. Input Excel
  2. Name normalization
  3. Undecided Deterministic rules Decided
  4. Undecided Machine learning Decided
  5. Undecided Similar cases + generative AI Human review
  6. Result Excel
Stage
Role
Normalization
Strips spelling variants, legal entity types, branch names and accent marks step by step, and sees at which layer the names match
Deterministic rules
Decides only the differences that can be clearly explained. Anything ambiguous is not passed
Machine learning
Classifies the cases the rules could not reach. Probabilities are calibrated, then judged against a threshold set per category
Similar cases + generative AI
Presents past decided cases as evidence and writes out the reasoning in Japanese
Human review
The final check. The system provides the tools; the decision is yours
FAIL-SAFE

Automation is only worth it if it does not get things wrong.

Constraints that prevent an incorrect auto-decision are built into the design.

  • Three high-risk categories are never auto-decided.A change of company name, a mismatch in the legal name and a mis-set code always go to a person, however high the confidence. They are also excluded from bulk approval
  • A confidence score the generative AI reports about itself is never enough to decide.Its output is fixed to a JSON schema, and the machine learning prediction is not passed to the AI, so the two judgments cannot pull each other along
  • Nothing is auto-decided when no similar cases could be retrieved.We do not settle a case that has no evidence behind it
  • Being authenticated does not grant permission.A user is registered as pending approval at first sign-in, and no business data is shown until an administrator explicitly assigns a role
  • The input Excel is never altered.The original is kept as it is, and normalized strings are held in separate fields
DATA HANDLING

What we hold, and what we do not.

  • Business partner names can contain the names of sole proprietors, so generative AI processing is completed within a Japanese region, in a configuration where the input is not used to train the model
  • Only the fields needed for the decision are sent to the generative AI: the target record, the features, the rule and ML results, and similar cases already decided
  • Decision history is retained for seven years
  • Authentication is self-service registration with email and password. Your own administrators manage permissions from the screen
  • Your data is never used for decisions made for another customer
ONBOARDING

Decide after you have seen the pilot results.

Step What happens Typical duration
  1. 01

    Data review

    We look at your actual reconciliation Excel and align on the column structure and the classification criteria

    1-2 weeks
  2. 02

    Pilot

    We run the decisions on your real data, measure the auto-decision rate and the precision, and report back

    2-4 weeks
  3. 03

    Go live

    User registration, permission setup and handover of the operating procedures

    1 week

If the numbers fall short of what you expected, you are free to stop there.

PRICING

We charge no setup fee.

The service is provided for a monthly fee, which includes cloud usage, maintenance and technical support.

Category
What it covers
Light plan
Decision batch, review screen, classification model, similar-case search, uptime monitoring, technical support (weekdays 9:00-18:00)
Base users
Up to 5 (included in the monthly fee)
Additional users
From the 6th user, JPY 8,000 per month (excl. tax) each
Volume
Up to 5,000 records per month

Options are available for a monthly accuracy report, model updates that reflect your review results, and scheduled export of the decision history.

The actual price depends on volume and on the number of users, so please get in touch.

FAQ

Answered in advance.

Can you carry out the review work for us?

This service is the software itself. Checking and approving the results is done by your own reviewers. If you would like the review work handled for you, please talk to us separately.

Do we need a contract for a corporate information API such as TSR?

The system assumes you supply an Excel file that already contains the search results, so it never calls the API itself. The API contract remains yours to hold.

Can the classification criteria be tailored to our own definitions?

Adjustments within normal operation, such as adding terms to the dictionary, are possible. Anything that changes the classification definitions themselves is quoted case by case.

What happens when a decision is wrong?

It can be corrected on the review screen, and the correction is kept in the history. With the model update option, those corrections are reflected in later decisions.

Do we need to integrate with our existing systems?

No. Everything is handled by exchanging Excel files. No changes to your core systems are required.

CONTACT

Measure it on your own data.

Give us one of your actual reconciliation Excel files and we will measure the auto-decision rate on your data and report back. Decide once you have seen, in numbers, how much of the current workload can be removed.

Request a measurement

For applications and enquiries, please write to info@tuweii.com.