Entity Resolution Configuration & Parsing Health Checks
Entity Resolution (ER) and good Entity quality underpin all Quantexa deployments. The accuracy of Entity configuration and parsing are two areas that impact Entity quality. These articles outline Entity Resolution (ER) health checks and Parsing health checks to be carried out by the development team on deployments. This allows the team to identify, prioritize, and fix any potential underlying issues that could be reducing Entity quality. These checks must be completed as part of the initial deployment, but also periodically over the lifetime of the deployment. New product functionality, and data changing, may mean configuration needs to be changed, or enhanced over time. Topics covered: Entity Resolution Health Checks Pre-requisites Resolver JSON configuration health check steps Perform a comparison to the latest core Resolver JSON configuration Review configured Element exclusion criteria Review configured exclusions for Compounds in the relevant template Compound model health check steps Are all required Compounds being generated in ETL for the relevant Document types? Are Compounds being generated to populate elements required for exclusions in other Compounds? Do the traversals all look sensible? Do you have good coverage of unit tests? Parsing Health Checks Pre-requisites Parsing health check steps Is your deployment using the latest versions of Parsers? Has your deployment applied custom Parsing functions or wrappers? How does your Parsing compare to best practice Parsing? How well are the Parsers performing per source and country? How well-populated are the Parsed fields?
Best Practice Guide For Validating Entity Resolution ✅
When either validating or understanding the Entity Resolution within the Quantexa User Interface (UI) it is recommended to approach the process using the following steps: Understand the Entity Resolution Levels required Do a quick initial screen of the Entity and Documents Use the Entity Lab to check for possible over-linking and under-linking. If you aren't familiar with using Entity Lab, be sure to check out Tips & Tricks for Understanding Entity Lab. Document outcomes and raise any required changes to update the resolution Read the full best practice guide (login required): 2. Best Practice For Validating Entity Resolution - Quantexa Community When either validating or understanding the Entity Resolution within the Quantexa User Interface (UI) it is recommended to approach the process using the following steps: Understand Entity Resolution Levels Required It is critical to initially understand the attitude to both false positive / negative resolution. This is…Best Practice for Selecting a Sample for Entity Resolution Validation
When validating Entity Resolution on a project it's important to ensure a wide range of entities and cases are selected as a sample for review. It is also important to regularly change your sample to ensure the resolution is not tuned to a small subset. Learn more & read the full article (login required): 1. Best Practice for Selecting a Sample for Entity Resolution Validation - Quantexa Community When validating Entity Resolution on a project it's important to ensure a wide range of entities and cases are selected as a sample for review. It is also important to regularly change your sample to ensure the resolution is not tuned to a small subset. 📝Note: The key entities to review include individuals, businesses and… Read more from our Entity Validation Best Practice collection (login required): Entity Validation - Best Practice - Quantexa Community When validating Entity Resolution on a project it's important to ensure a wide range of entities and cases are selected as a sample for review. It is also important to regularly change your sample to ensure the resolution is not tuned to a small subset. 📝Note: The key entities to review include individuals, businesses and…
Using Batch Resolver Tools for Entity Resolution
Entity Resolution (ER) is a key part of the Quantexa solution. It is important to understand how changes to improve Entity Resolution can affect the entire Entity population. If you are new to Entity Resolution at Quantexa, take some time to familiarize yourself with the concept introduced on our Documentation Site page 'Introducing Entities and Entity Resolution'. This article explains how to use outputs from Batch Resolver tools and reports to review and monitor ER. These include: The Input Report which provides summary statistics and calculations on the input data for Batch Resolver. The Compound Report which provides summary statistics on the excluded Compounds. The Entity Report which gives stats on the sizes and distribution of Entities. Read the full article (login required): Using Batch Resolver Tools for Entity Resolution - Quantexa Community Entity Resolution (ER) is a key part of the Quantexa solution. It can be hard to see how changes to improve ER affect the entire Entity population. This article explains how to use some outputs from Batch Resolver tools and reports to review and monitor ER. Note: If you are new to Entity Resolution at Quantexa, take some…
Business Analyst Entity Review Checklist 📋
Conducting a focused evaluation of Entity Resolution is a critical step in the Entity Maturity Checklist. This article provides a step-by-step guide and scoring system to help Business Analysts assess the state of Entity Resolution within their deployment. Each section includes a scoring guide, with scores ranging from 0 to 4: Lower scores indicate that Entity Resolution has been under-prioritized, potentially concealing unresolved issues or misrepresenting its effectiveness. Higher scores reflect alignment with best practices and meaningful progress. The checklist is divided into three parts: Documentation and Analysis: Is Entity Resolution documentation and analysis aligned with best practices? Problem Solving and Understanding: Has the deployment deeply investigated and understood Entity Resolution challenges? Impact Assessment and Improvement: Are Entity Resolution improvements actively prioritized and implemented? Read the full Business Analyst Entity Review Checklist (login required) to explore detailed scoring criteria and practical steps for ensuring Entity Resolution maturity.Welcome to Quantexa 2.7, Becoming a Lead Data Engineer & August Highlights
🏖️August Top Picks Welcome to Quantexa 2.7 | 2.7.0 Release Announcement How I Became a… Lead Data Engineer New Education Program Launch | 🚀 Quantexa Task Loading NEW: Community Suggestion Box 💬 Discussions Not to Miss Announcing Our Upcoming Webinar: Tips & Tricks for Managing Large and Complex Networks 📣 Welcome to Parsers 4.2 | Release Announcement Do you find the new Navigation Bar easier to use? Highlights from Solution & Industry User Groups Community Topic Guide Read more in All Discussions 📚Latest from the Library 🔒member exclusives Using Batch Resolver Tools for Entity Resolution Using the Entity Quality Underlinking (EQU) tool for the first time Business Analyst Entity Review Checklist Recording Outcomes from Entity Resolution Review Elastic Load Optimization Strategies Read more in the Community Library ❓Quantexa Support 🔒member exclusives Quantexa Tech-Tips How to configure both Task Name and Focal Document highlight How to change text alignment in data-viewer Severity and Weighting in Scorecard Help other Community Members in Someone Needs Help 🏆 Community Rewards Announcing our latest Community Member Spotlight... 🥳 Earn Community Swag with 25 Best Answers! ✅ Introducing Our New Badge: Community Collaborator 🤝 Learn more about our rewards program in Get Rewarded Stay connected, stay informed, and keep contributing!
Entity Quality: The Good, the Bad and the Ugly 🎭
This article looks at Entity Quality and how to judge it based on business need. It introduces Overlinking and Underlinking as a product of Entity Resolution, and these two concepts are two ends of a continuum. Entity Quality is the bedrock of any Entity Resolution (ER) based solution and has implications up and down the Quantexa stack. Getting this right is an essential part of an effective deployment. In this article we look at the basics of how to frame this problem and highlight that context is king for each solution. Read the full article here (login required): 3. Entity Quality: The Good, the Bad and the Ugly - Quantexa Community This article looks at Entity Quality and how to judge it based on business need. It introduces Overlinking and Underlinking as a product of Entity Resolution and these two concepts are two ends of a continuum. Note: All the examples in this article are fictional to illustrate how to approach Entity Quality. Entity Quality…
New guide: Using the Entity Quality Underlinking (EQU) tool for the first time 📖
The Entity Quality Underlinking (EQU) tool is a powerful resource for tuning and monitoring Entity Resolution. Using the Entity Quality Underlinking (EQU) tool for the first time is a detailed guide to implementing the Entity Quality Underlinking tool, including its design, implementation tips, and practical use cases. Why is the Entity Quality Underlinking Tool useful? The Entity Quality Underlinking Tool helps you: Identify underlinked Entities and analyze root causes through manual examination in the UI. Measure the extent of underlinking over time, especially when tracking this metric in Production. Adjust Entity Resolution templates to address Overlinking issues identified earlier. What does the Entity Quality Underlinking Tool do? Monitoring and Tuning: The Entity Quality Underlinking Tool supports both tuning iterations and ongoing Entity Resolution monitoring. Analysis: It observes the similarity of Entity Elements and identifies potentially underlinked Entities. Output: The Entity Quality Underlinking Tool generates: Summary Statistics for tracking improvement or ongoing performance metrics. Potentially Underlinked Entities for investigation in the User Interface (UI). What’s in the guide? Step-by-step instructions for implementation. Design considerations for effective use. Tips to ensure smooth implementation and accurate results. Read the full article for a comprehensive understanding of how to integrate the Entity Quality Underlinking Tool into your Entity Resolution processes (login required): Using the Entity Quality Underlinking (EQU) tool for the first time - Quantexa Community This article details the implementation of the Entity Quality Underlinking (EQU) tool, developed to assist when tuning Entity Resolution. What is EQU? The EQU tool is used as part of Entity Resolution Tuning and BAU Entity Resolution monitoring. It observes the similarity of your Entities' Elements and identifies whether…
pKYC: new blog alert!
We recently shared an article on Perpetual Know-Your-Customer (pKYC) covering 7 lessons taken from real-world deployments of Quantexa. No spoilers on the big 7, but you can expect content covering Graph Analytics, Data Accuracy and Automation. My favourite parts of these deployment-focused articles are when we back up our assertions with real client stories. For our loyal Community users, I’ve added a little more detail below: One bank incorporated 9 different data sources into their pKYC offering – both internal and external – achieving a 95% match rate between customers and external data. Another bank are automatically generating entity profiles that link existing customers to new applicants, rapidly assessing the overall entity against KYC metrics. This increased efficiency is leading them to roll out the Quantexa-based system to thousands of users. Have a read of the article here: pKYC: 7 Lessons Banks Can Learn - Quantexa If you would like more information on these case studies or need advice on embarking upon a KYC adventure of your own, please feel free to reach out!
📢 New Education Program Launch 🚀 | Quantexa User Foundations Release 2
Education Services is delighted to announce Release 2 of the eLearning program Quantexa User Foundations. Release 2 promises a more engaging and efficient learning experience. With a streamlined scope of information, you'll breeze through the program, without sacrificing depth or quality. Moreover, Release 2 features videos, new interactive content, and extended accessibility features. Program components: Introduction to Quantexa Decision Intelligence Platform 🆕 Quantexa Foundations: Core Concepts Quantexa Foundations: Search Quantexa Foundations: Investigations New in Release 2: New Timeline UI Entity Management Product version 2.5.2 Initially, this new version will be launched as an individual package but it will also form part of the Quantexa Investigations Series: AML Investigator program. Later in 2024, it will be integrated into other education programs as part of the release of the new version of the Technical Foundations. For further details on the range of programs our Quantexa Academy offers, read the following Community article: Introduction to the Quantexa Academy.
