Set Document Name Matching Policy

Quick Setup

Start with Balanced mode. Most hotels complete setup in under 3 minutes.

This guide helps you control how strictly AVA compares reservation names with passport or ID names.

Where to Find It

Settings → Security → General Settings → Document Name Matching

Quick Reference

Setting	What It Controls	Typical Outcome
Strict	Highest match strictness	More guests go to front desk review
Balanced	Default match strictness	Good security with smoother self check-in
Lenient	Lower match strictness	More abbreviated names pass automatically
Custom	Manual thresholds and rules	Outcome depends on your configured values

Set the Matching Mode

1. Go to Settings → Security → General Settings

2. In Document Name Matching, choose a mode

3. Review the scenario preview cards

4. Click Save General Settings

   ✓ Your selected policy applies to new check-in attempts.

Preview behavior

The preview cards now use the standard curated scenarios. Strict, Balanced, and Lenient show the same example list.

Tune Custom Mode

Use Custom mode when your team has a defined review SOP.

1. Choose Custom
2. Set Base similarity threshold (80-95)
3. Choose whether to allow:
   • Initial + surname prefix matching
   • Alias name matching
4. Set abbreviation controls:
   • Minimum surname prefix length (3-6)
   • Minimum surname coverage (0.30-0.80)
   • Require two tokens
   • Require single-character initial
5. Click Save General Settings

Automatic Safety Rules

AVA normalizes document matching values when you save:

• Invalid mode values reset to Balanced
• Custom threshold must stay between 80-95
• Minimum surname prefix length must stay between 3-6
• Minimum surname coverage must stay between 0.30-0.80
• "true" and "false" text values are converted to real toggles

✓ If you enter out-of-range values, AVA saves corrected values.

Common Examples

Name Pair	Strict	Balanced	Lenient
"John Michael Doe" vs "John Michael Doe"	✓ Pass	✓ Pass	✓ Pass
"M Taka" vs "Mitsui Takafumi"	❌ Review	✓ Pass	✓ Pass
"K Taka" vs "Mitsui Takafumi"	❌ Review	❌ Review	❌ Review
"A Kumar" vs "Arun Kumar"	❌ Review	✓ Pass	✓ Pass
Alias or married name case	❌ Review	✓ Pass	✓ Pass

Before Enabling Lenient

Lenient mode can reduce front desk workload, but it also accepts more borderline name patterns.

Troubleshooting

Too many guests are sent to review

What you see: Many valid guests are redirected to staff review.

Fix:

1. Switch Strict to Balanced
2. In Custom, lower threshold slightly
3. Enable abbreviation matching if OTA names are often shortened

Too many abbreviated names are passing

What you see: You want tighter screening for short names.

Fix:

1. Switch Lenient to Balanced or Strict
2. Increase threshold in Custom
3. Increase surname prefix length or coverage

Changes do not appear to apply

What you see: Results look unchanged after editing.

Fix:

1. Click Save General Settings again
2. Refresh the page
3. Test with a new check-in flow

Custom values changed after saving

What you see: A saved custom value looks different from what you entered.

Fix:

1. Re-open Document Name Matching
2. Compare your values against allowed ranges
3. Use values inside the range and save again

Still Stuck?

Contact success@vouch-technologies.com if:

• ❌ Name matching results stay inconsistent after retries
• ❌ Settings save successfully but behavior does not change
• ❌ You need help tuning custom values for local compliance rules

Helpful details to include:

• Your selected mode
• Custom values (if used)
• 2-3 example reservation vs document name pairs

Related Guides

• Security Overview
• Document Checks
• Facial Verification