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Match entities

Select one of these options for matching CDF resources to assets:

  • Create a pipeline to rerun matching models on data sets to improve the results based on confirmed matches over time. If the data set receives new data, you can rerun the pipeline to find additional matches.

  • Run a quick match for one-time matching of individual resources, or groups of resources, to assets. The matching model is not stored, and you cannot reuse it or improve it over time.

  • Match the nodes in a 3D model to assets.


To match entities, you need the capabilities listed here.

Step 1: Select matching process

  1. Navigate to and select Contextualize > Match entities.
  2. Select:
    • Quick match for one-time matching processes.
    • Create pipeline to create an entity matching pipeline that you can rerun and add matches and rules.
    • Match 3D models to match 3D nodes to assets.

Step 2: Select entities and assets to match

  1. Under Select entities, select the resource types you want to match from. Then select one or more data sets if you are creating a pipeline or individual entities if you are running a quick match.
  2. Under Select assets, select assets if you are running a quick match or one or more data sets if you are creating a pipeline.

Step 3: Set up the matching model and generate suggested matches

  1. Select the fields for matching entities

    By default, the model uses the similarity between the name fields when it searches for matches. You can select different fields or add additional fields using the dropdown menus and selecting Add fields.


    Make sure you only select fields with some similarities to help the model find correct matches.

  2. Train the matching model

    By default, an unsupervised model is used to generate suggested matches. If you have manually confirmed one or more matches, these are used to improve the model's match suggestions for pipelines. However, the model can also use matches already in CDF to learn. Select the checkbox Use matched resources as training data to allow the model to train on existing matches in CDF.

  3. Select the similarity scoring model

    • Simple: Calculates a similarity score based on identical letter or digit sequences, hereafter referred to as tokens, for each pair of fields defined above. This is the fastest option.

    • Insensitive: Similar to simple, but ignores lowercase/uppercase differences.

      Advanced methods

    • Bigram: Similar to simple, but adds similarity score based on bigrams of the tokens (two adjacent tokens). For instance, would AA-11-BB be considered more similar to AA-11-CC than AA-00-BB, while Simple would see them as equally similar.

    • Frequency weighted bigram: Similar to bigram but gives higher weights to less commonly occurring tokens.

    • Bigram extra tokenizers: Similar to bigram, but the model learns that leading zeros, spaces, and lowercase/uppercase should be ignored in matching.

    • Bigram combo: Calculates all of the above options, relying on the machine learning model to determine the appropriate features to use. Hence, this is an appropriate choice if there already exists some matches the model can train on (see option below). This is the slowest option.

    The different feature types are created to improve the model's accuracy for different types of input data. Hence, which feature type that works best for your model will vary based on your data.

  1. Select Generate rules if you want the model to generate regular expression rules. These rules can be used to demonstrate similarities between matches and to group matches based on patterns. In the next step, you can confirm a rule, and it will be saved with the pipeline. If new data is added to the pipeline data set and it complies with the rule, the data is automatically matched the next time the pipeline is run. Clear this option if you don't want the rules to be generated.

  2. Click Run pipeline to train the matching model on the selected data and to generate suggested matches.

Step 4: Validate suggested matches and update CDF

For pipelines, the entity matching model suggests matches in this order:

  • Confirmed matches - for pipeline: already confirmed matched entity and asset.
  • Confirmed patterns - matches created by one of the already confirmed patterns.
  • Predictions from the entity matching model.
  1. Use the Type dropdown list to select the entities you want to work with:

    • All: Show all the entities you have selected for matching.
    • Matched: Show entities that have already been matched to an asset. Select this option to change the existing matching for entities.
    • Unmatched entities: Show entities that have not yet been matched to an asset. Select this option to validate the suggestions and to match individual entities or groups of entities to assets.
    • Different recommendation: Show entities that have already been matched to an asset but where the model recommends a new match. Select this option to change the existing matching for entities.
  2. Select Group by pattern to match individual entities that fit the same pattern.

  3. For each entity (or group of entities), you can see the suggested asset matching and search for an asset to match the entity to. Select the checkmark to confirm the matching and move the entity to the draft matches section.

  4. Review all the draft matches, and move matches out of the draft matches, if necessary.

  5. If you are creating a pipeline, click Save this pipeline to use this matching model when new data is ingested into the selected data sets.

  6. Select Save to CDF to update CDF with the matches.

Step 5: Rerun a matching model in existing pipelines

If a data set receives new data, you can click Rerun pipeline on the overview page to find additional matches. To adjust the matching model, select Open on the More options button.

Rerun model

Step 6: Match the nodes in a 3D model to an asset

Contextualize your 3D models so you can see them related to the asset. You can also see the models in the apps (InField, Maintain, and Remote).


Loading the 3D model can take time.

  1. Select 3D model revision. The revision number is the version of the model. All the available 3D models in your project are listed.

  2. Select the asset you want to match to the 3D model. You can either group assets by data sets or by root asset.

  3. Click Next.

  4. Select the fields for matching 3D nodes to assets. The model uses the similarity between the name and description fields when it searches for matches. If you want to select other fields for matching, use the dropdown menus and click Add fields.

  5. Select the model type:

    • PDMS - improves response time by filtering out nodes that do not need to be mapped to assets based on keywords in the name.
    • Unfiltered - all nodes in the 3D model are used to match assets.
  6. Click Next to see the asset mapping results. The asset mapping result states how many nodes have been contextualized.

  7. Click a node in the 3D model to see its contextualizations and use Confidence threshold to see different results.

  8. Click Save () matches to CDF if you approve the result.

See also: Supported 3D file formats