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ObituaryMonitorObituaryMonitor
  • Help center

    • Overview
    • Video tutorials
    • Contact support
  • Step-by-Step Tutorials

    • Tutorial: Your Dashboard Explained
    • Tutorial: Creating Your First Watch
    • Tutorial: Reviewing and Confirming Matches
    • Tutorial: Generating PDF Audit Reports
    • Tutorial: Setting Up Notifications
    • Tutorial: Case Management (Professional)
    • Tutorial: Bulk Import & Export (Professional)
    • Tutorial: Team Management (Professional)
    • Tutorial: Custom Branding (Professional)
  • Getting Started

    • What is ObituaryMonitor?
    • Setting Up Your Account
    • Choosing the Right Plan
  • Integrations

    • Integrations Overview
    • Connecting Your Clio Account
    • Importing Clio Matters as Watches
    • How Clio Sync Works
    • Clio Integration Troubleshooting
    • Connecting MyCase
    • Syncing Time Entries
    • Linking Cases to Matters
  • Managing Watches

    • Adding a New Watch
    • Editing a Watch
    • Watch Statuses Explained
    • Why Location Matters
  • Understanding Matches

    • How Matching Works
    • Confidence Scores Explained
    • Confirming vs Dismissing Matches
  • Notifications & Alerts

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    • Troubleshooting Email Delivery
    • Setting Up SMS Alerts
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    • Canceling Your Subscription
  • Privacy & Security

    • Watch List Privacy
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  • Cases & Matters

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    • Creating a Case
    • Case Reports & Export
  • Professional Features

    • Activity Logs
    • Bulk Import & Export
    • Team Management
    • Custom Branding
  • Getting Help

    • Support Ticket Types
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  1. Knowledge base
  2. Understanding Matches
  3. How Matching Works

Understanding Matches

How Matching Works

Understanding our matching algorithm

Last updated February 25, 2026

How Our Matching Algorithm Works

We use a point-based scoring system for high-accuracy matching.


Scoring System

Score breakdown example
Score breakdown example

Matches need 90+ points to trigger notifications.

CriteriaPointsRequired?
First name (exact)+80Yes
First name (nickname)+75Yes
Last nameIncludedYes
State match+10Yes
Middle name+5No
City match+10No
Relatives found+10No

Name Flexibility

First Names

We recognize 150+ nickname variations:

  • William = Bill, Billy, Will, Liam
  • Robert = Bob, Bobby, Rob
  • Elizabeth = Liz, Beth, Betty, Lisa

Middle Names

  • If matches: +5 bonus points
  • If different: No penalty
  • Very flexible matching

Last Names

  • Must match exactly
  • Maiden names checked if provided

Location Matching

Location matching diagram
Location matching diagram
  • Primary state is required
  • Secondary states also checked
  • City/county are bonuses

Why 90+ Threshold?

Minimum to notify:

  • First name match: 80 points
  • State match: 10 points
  • Total: 90 points

This ensures high accuracy with minimal false positives.

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Confidence Scores Explained

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Confidence Scores ExplainedConfirming vs Dismissing Matches

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Save watches for free
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Cancel anytime
Get startedWatch a Demo

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