Keyword criteria

Use Keyword criteria to match entities by terms found in their title, description, or tags. Keyword criteria are used in several places across the platform:

• Entity rules — as a criterion under Criteria selection.

• Discovery rules — as a matching type called Keyword match criteria.

• Intelligence Compass requirements — as a matching type called Keyword-based matching.

• Property propagation rules — as a criterion under Entities providing properties.

Configure keyword criteria

1. Under the relevant criteria or matching type section, select Keyword criteria (or the equivalent option as noted above).

2. Under Entity fields, select which fields the platform should search: Title, Description, and Tags. All three are selected by default.

3. In the Keywords or lists field, add the terms you want to match. You can:

   • Type single keywords directly (for example, mystring).

   • Type @ to select one or more keyword lists from the picker. Favorites appear at the top; the info icon shows a list’s identifier, count, and first 10 keywords.

   • Combine both in the same field.

4. To narrow the match further, select + Add keyword set to add another set.

Matching logic

Keywords within a single set are matched using OR — at least one keyword in the set must match in any selected field.

When multiple sets are added,an AND condition is applied between them — at least one keyword from each set must match in any selected field.

For example:

• Set 1: acme.io, acme.com

• Set 2: prod, staging

A matching entity must contain (acme.io OR acme.com) AND (prod OR staging) in one of the selected entity fields.