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Improving Match Accuracy PRO

Goal: Raise the match rate and match confidence on a scenario where too many items are still unmatched or approved at a low score.

You'll need:

  • A scenario with a BOQ and rate table already matched at least once — see Your First Priced BOQ if you haven't run Match All yet.
  • A Pro license active. See Licensing if you haven't activated one.

Step 1 — Improve your BOQ's matching signal​

  1. Go to Table Manager.
  2. On your BOQ table's card, choose one:
    • Click ✦ AI Refine for a full pass — cleans descriptions and extracts keywords/facets. Recommended first.
    • Or click the tag icon (Generate keyword index without refining descriptions) if you don't want your original descriptions rewritten, just the keywords/facets.
  3. Wait for the progress modal to finish. An Indexed badge (and, for AI Refine, updated flagged-item counts) confirms it worked.

Table Manager card showing the AI Refine and Keyword Indexing icon buttons

Step 2 — Tune the Matcher Scoring Profile​

  1. Open Scenario Studio and select your scenario.
  2. Expand Matcher Weight Tuning in the left sidebar.
  3. Under Scoring Mode, pick the preset that matches your rate table's shape: Flat rate table (single-level rate items, no headings) or Hierarchical table (rate items grouped under headings, like your BOQ).
  4. Optionally adjust the Leaf / Ancestor / Spec sliders — for example, raise Ancestor Context Overlap if your rate table's headings carry most of the distinguishing detail.

Matcher Weight Tuning panel with sliders, Scoring Mode preset dropdown, and scoring flags

Changes save automatically — there is no Save button.

Step 3 — Re-run Match All​

  1. Click Match All in the scenario toolbar again.

Only unmatched and auto-matched items are reprocessed — items you've already approved or set to manual are skipped, so nothing you've confirmed gets overwritten.

What you should see​

Fewer unmatched items than before, and candidates for previously-unmatched items now score higher. The scenario's match percentage in the toolbar increases.

If something's wrong​

SymptomWhere to look
Match % barely changed after tuningConfirm Step 1 actually ran — weight tuning has little effect if keywords/facets were never generated. See AI Refine.
Facet matching checkbox stays greyed outTroubleshooting — Facet matching flag is greyed out
A specific item still won't match wellSemantic Search — test that item's description directly against the rate table

Next​

Set up your Resource Price Book →