Guide

Cross reference tool: match an ID across sources

A cross reference tool looks an identifier up across two to four sources — ISIN, CUSIP, LEI, trade id — and shows where it's present, where it's missing, and where values conflict. One coverage matrix across every source, in seconds.

How it works

What you get

• Up to 4 sources — match an identifier across several systems at once.
• Coverage matrix — see where each key is present or missing.
• Conflict detection — spot where the same id has different values.
• Auto key detection — the AI infers the identifier if you don't specify it.
• Any format — CSV, Excel, JSON and live connectors.
• Auditable — exportable coverage and conflict report.

Cross-referencing vs. stacking VLOOKUPs

Chaining VLOOKUPs across three or four files to check where an id appears is slow and error-prone. A cross reference tool builds the coverage matrix and conflict list across all sources in one pass — so you see presence, gaps and disagreements at a glance.

This is one of 20+ checks in AI data validation — the same engine also runs reconciliation, data quality, profiling, document compare and governance. For sensitive data, the full dataset never leaves your server; see the security page.

FAQ