Case Study | Quantemplate Column Mapping

Mapping inconsistent schemas at scale

Translate inconsistent data sources to a common target format, fully automated and enhanced by AI suggestions.

Interaction designHuman-in-the-loop


Role

Lead product designer, end to end

Team

Design, engineering, domain experts and customers

Timeframe

1 month / 2016 v1 release
1 month / 2026 upgrade


Key points
  • Automate a month's work in minutes
  • Process 2000 files per org per month
  • Continuously improved for 10 years
  • Data semantics gives 4× improvement in mapping quality
As the confidence threshold is adjusted, lower confidence mappings are highlighted. Mappings previously made by others elsewhere are flagged, building trust.

Summary

In 2016, I designed a new way to map columns across inconsistent data schemas, informed by research into the labour-intensive manual processes we observed. It became one of Quantemplate's core capabilities, and remains in production nearly a decade later.

In 2026 I led its evolution from simply matching column names to weighting suggestions via the semantic fingerprinting of column data, a 4x improvement in automated mapping quality.


Problem

Hundreds of schemas, no common language

Insurance companies process risk, premium and claims data from hundreds of trading partners, each with their own data schema which needs to be aligned to the insurer's own standards before it can be used downstream. A column might be called ‘Unique Market Reference’ in one dataset and ‘UMR’ in another. Now multiply that across an average of 250 fields and 2000 distinct files a month in a typical organisation.

ReportsPartner schemasCommon schemaDownstream useData warehouseModelsPartners

We observed that this was often performed manually using elaborate Excel hacks. It was slow, specialist work, the knowledge created while mapping one dataset was difficult to reuse, and the next month it all needed doing again.


Approach

Learning from the Excel workarounds

Studying dozens of Excel processes where people had manually reconciled different schemas revealed consistent patterns. The most effective approaches arranged source and target schemas vertically, using alignment across rows to show mappings. Interviews with domain experts validated the approach, but exposed a recurring pain point: constantly rearranging cells whilst keeping track of what was mapped and what remained.

A Lloyd's coverholder reporting template laid out month by month, each column repeating the same nested list of required fields. More of the same template — Exposure, Sum Insured, Excess, Deductible and Transaction fields repeated across four monthly columns, one cell highlighted for follow-up. A life-reinsurance data dictionary: target field names down the left, several source systems alongside, each with its own raw field name and hand-written mapping notes, some flagged in red. A broker data-source mapping: a shared list of target fields on the left, each partner's spreadsheet filled in alongside in colour-coded columns.
A few of the manual Excel mappings we studied — every partner and every month reconciled by hand.

Wayfinding principle: Start with people and their journeys →


Key decisions

Vertically stacked fields, aligned to a common master

There was no established product pattern that we could adopt. Instead, a concept emerged directly from the research: an interface with vertically stacked fields, across which multiple schemas could align to a common master.

Hand-drawn sketch of the column mapping concept: a map-headers control column, a sources column and a mapped column, a match-score strip down the middle, and notes on filtering by manual, auto or unmapped and adding a preview of the first 1000 rows.
One of many initial concept sketches used to sense check ideas with domain experts and engineering team before progressing to higher fidelity designs

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.

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.

Processing those 2000 files a month went from taking most of the month to a job running in the background in minutes.

Implementation

Suggestions users could trust

For every unmapped field we used our matching engine to generate suggestions to map to the master schema. The next step was to automate this: allow top-ranking suggestions to be mapped at once.

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 helped users trust the automation.
Lower confidence ratings are highlighted yellow for user review.

More on designing for AI →

Following the product's desire lines

Column mapping has been in production for ten years. Over that time, we've continually adapted it to how people actually use it, following the product's emerging ‘desire lines’.

Our original sample of users were building master schemas by amalgamating multiple files. But as we broadened the user cohort, they more often started with a definitive file, such as their data warehouse target schema. We evolved the workflow to foreground that behaviour.

From column names to column contents

Whilst the interface had served our clients well, we knew the mapping algorithm itself could be improved. It just looked at the similarity of column names, and whether a pair had been mapped before. A more intelligent system would learn the contents of each column to more accurately match them to the master schema.

In 2026 we initiated a project to identify the type of data in each column, then profile the data inside it, creating a unique data fingerprint for each field.

Data semantics on the Quantemplate Help Centre →

I did a full audit of the current mapping behaviour, identified shortcomings in our approach and evaluated different paths for improvement. Together with a domain expert, I modelled different methodologies for weighting data fingerprints and prior usage.

When it came to the UI, we displayed the data types, allowing users to drill down and see detailed stats for each column. Prior mappings from other users now had avatars and recency information to build trust.

Our tests showed a 4x improvement in mapping quality for the same coverage.
Data profile panel showing uniques, blanks, duplicates, coverage, mode and a value distribution histogram for a Commission Amount column.
Data profiles allow users to understand the content of every column and inform mapping suggestions.

Outcome

An invisible user experience

Column mapping gives clients control over complex, high-volume data ingestion, allowing them to scale without growing operational headcount.

With the semantic upgrade, users have the confidence to run their process without even logging in: when new fields are detected, they are mapped in automatically. Our validations framework catches any rare exceptions and notifies the user.

We put considerable effort into creating a compelling user experience. On the happy path, users now never see it.

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