Every month, insurance carriers receive premium and claims data from partner companies, typically 2,000 spreadsheets with 200+ columns each. Structures, formats and field names vary between partners and change over time. Reconciling them by hand is slow, repetitive work where a single mistake can be costly.
Quantemplate standardises this data automatically, every month. The first step is mapping columns to a common schema, so the same information is named consistently across every file.
As the data changes, business analysts must be able to adjust any mapping themselves, without writing code.
Design decisions
Step 1Vertically stacked fields, aligned to a common master
I studied how people were already reconciling different schemas by hand. This provided the key insight: vertically stacked schemas allowed better comparison.
01
Connecting lines
Lines between each source and the master were hard to follow and couldn’t scale
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Other tools had tried to solve this problem by connecting lines between the two sources and master. This was hard to understand and could not scale across the dozens of source schemas seen in this use case.
02
Aligned schemas
Fields stacked vertically, every schema aligned to one master
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Instead, a concept emerged directly from the research: an interface with vertically stacked fields, across which multiple schemas could align to a common master.
Collapsing the mapped and unmapped items into tabs doubled the number of schemas which could fit in the view.
03
Mapped and unmapped tabs
Separating the two doubled the schemas that fit in the view
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The key innovation was separating mapped and unmapped fields into mutually exclusive tabs for each schema. This made it easier to spot gaps and keep track of unmapped items, whilst a progress bar indicated the completeness of each schema.
Combined tab/progress bar
Shipped interface
Once source schemas were mapped in, the mappings were retained. And if a new variant came in next month, it was just a couple of clicks to get it mapped in.
Step 2AI suggestions users could trust
For every unmapped field, Quantemplate’s matching engine generated suggestions to map to the master schema. The next step was to automate this across all columns and multiple sources. With just one click, top-ranking suggestions above a user-set threshold could be mapped at once.
Automap previews bulk mappings above a user-set confidence threshold before they are applied.
01
Preview before applying
A confidence threshold keeps quality ahead of coverage
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I designed this as a preview mode, so users could see mapping suggestions before committing. I also added a slider, so a minimum confidence threshold could be set: incorrect mappings could be costly, so quality was more important than coverage.
These safeguards were designed to build confidence in the automation while keeping users in control of which suggestions were applied.
Interface detail: yellow highlights flag lower-confidence suggestions; the avatar beside Expiry Date identifies a mapping made by another user. Select the image to see the full view.
02
Make uncertainty visible
Yellow highlights and avatars show which suggestions need a closer look
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The upgraded model produced useful suggestions at confidence thresholds as low as 30%, compared with around 80% for the previous model. Lower-confidence mappings needed closer review.
I introduced a yellow highlight gradient to draw attention to these mappings. Users could inspect sample values and a data profile to judge whether a match was appropriate.
I used avatars and recency information to show who had made a previous mapping and when. The aim was to build trust by making the human judgement behind a suggestion visible, giving users more context to decide whether to reuse it. This approach aligns with research on social transparency in AI-assisted decisions.
Design validationMoreLess
The yellow gradient performed best among the colour options I tested, including in colour-blindness simulations and testing with a user with colour vision deficiency.
Step 3From column names to column contents
The original interface had served clients well, but its algorithm relied on column-name similarity and previous mappings. Understanding each column’s contents could produce more accurate matches to the master schema.
In 2026, we ran a project to identify each column’s data type and profile its contents, creating a data fingerprint for every field.
In the UI, I showed the data types, allowing users to click in and see a data profile for each column: sample values, uniques, distribution, statistics and lineage.
Data profiles allow users to understand the content of every column and inform mapping suggestions.
Evaluating the new mapping model
In my LLM-assisted assessment across four demanding schema variations mapped to Lloyd’s v5.2, the new model achieved approximately 12% higher overall match quality and around 73% fewer semantic mapping errors.
73% fewer semantic mapping errors
Semantic mapping errors across 207 columns · lower is better
Original model
11
New model
3
Estimated counts from an LLM-assisted review of screenshots across four schema variations mapped to Lloyd’s v5.2 (26–27 August 2026).
Outcome
Less manual work. Better mappings.
Column mapping became a core part of clients’ workflows, with the recent model upgrade improving mapping quality.
01Consistently cited as a reason for choosing Quantemplate in sales win analysis.
02Automated column mapping for an average of 2,000 files per customer each month. After initial setup, mappings only need attention when incoming schemas change.
Across dozens of manual Excel processes, the most effective approaches arranged source and target fields vertically, using row alignment to show mappings.
Interviews with domain experts exposed the recurring difficulty: rearranging cells while keeping track of what was mapped and what remained.
A few of the manual Excel mappings I studied — every partner and every month reconciled by hand.
Design exploration
I did a full audit of the current mapping behaviour, identified shortcomings in the existing approach and evaluated different paths for improvement. Together with a domain expert, I modelled different methodologies for weighting data fingerprints and prior usage.
My initial proposal prompted a different approach from a colleague. I tested both across a range of scenarios and found the other model's behaviour more logical, predictable and tunable, so we chose it over my original method.
Model evaluation
How the model was evaluated
Schema variations, reviewed with LLM assistance
What was assessed
This evaluated the matching model’s output, not the usability of the interface.
Test data
I created four schema variations to map to Lloyd’s v5.2, with discrepancies and lexical variation in column names. The accompanying data was synthetic, used only to allow Quantemplate to detect the correct data types.
Method
An LLM-assisted assessment of the mappings both models produced, carried out on 26–27 August 2026. The error counts are estimates from an LLM-assisted review of screenshots across the four schemas.
Findings
Across the four schemas, only three mappings from the new model were assessed as incorrect, even with the Automap confidence threshold set to 0%. It also handled repeated and numbered fields more consistently, reducing incorrect matches between similar-looking fields with distinct meanings.