1. Start with a known merchant
Send a synthetic description such as NETFLIX.COM in the sandbox. Inspect the original text, merchant identity, category, MCC, confidence and matching explanation.
Try a descriptionResources
Evaluation Guides
A practical path from a first description to a reviewed sample.
2. Test local noise
Try branch codes, abbreviations and wallet prefixes from a redacted sample. Check whether the returned merchant is correct rather than judging success by a non-empty result.
Test local strings3. Review a statement sample
PDF, CSV and text uploads are available in the sandbox. PDF narrations must include merchant account names; scanned or poorly extracted text may not parse correctly. Use redacted data only.
Open statement evaluation4. Measure before integrating
Coverage is the share of eligible descriptions resolved. Accuracy needs human-reviewed labels. Review false matches and unmatched strings separately, then agree safeguards and production requirements.
Plan an evaluation