Entity matching (EM) is a fundamental task in data integration and analytics, essential for identifying records that refer to the same real-world entity across diverse sources. In practice, datasets often differ widely in structure, format, schema, and semantics, creating substantial challenges for EM. We refer to this setting as Heterogeneous EM (HEM) . This survey offers a unified perspective on HEM by introducing a taxonomy, grounded in prior work, that distinguishes two primary categories– representation and semantic heterogeneity –and their subtypes. The taxonomy provides a systematic lens for understanding how variations in data form and meaning shape the complexity of matching tasks. We then connect this framework to the FAIR principles – Findability , Accessibility , Interoperability , and Reusability –demonstrating how they both reveal the challenges of HEM and suggest strategies for mitigating them. Building on this foundation, we critically review recent EM methods, examining their ability to address different heterogeneity types, and conduct targeted experiments on state-of-the-art models to evaluate their robustness and adaptability under semantic heterogeneity. Our analysis uncovers persistent limitations in current approaches and points to promising directions for future research, including multimodal matching, human-in-the-loop workflows, deeper integration with large language models and knowledge graphs, and fairness-aware evaluation in heterogeneous settings.

Entity Matching (EM) is crucial for identifying equivalent data entities across different sources, a task that becomes increasingly challenging with the growth and heterogeneity of data. Blocking techniques, which reduce the computational complexity of EM, play a vital role in making this process scalable. Despite advancements in blocking methods, the issue of fairness—where blocking may inadvertently favor certain demographic groups—has been largely overlooked. This study extends traditional blocking metrics to incorporate fairness, providing a framework for assessing bias in blocking techniques. Through experimental analysis, we evaluate the effectiveness and fairness of various blocking methods, offering insights into their potential biases. Our findings highlight the importance of considering fairness in EM, particularly in the blocking phase, to ensure equitable outcomes in data integration tasks.

Ensuring Conditional Independence (CI) constraints is pivotal for the development of fair and trustworthy machine learning models. In this paper, we introduce OTClean, a framework that harnesses optimal transport theory for data repair under CI constraints. Optimal transport theory provides a rigorous framework for measuring the discrepancy between probability distributions, thereby ensuring control over data utility. We formulate the data repair problem concerning CIs as a Quadratically Constrained Linear Program (QCLP) and propose an alternating method for its solution. However, this approach faces scalability issues due to the computational cost associated with computing optimal transport distances, such as the Wasserstein distance. To overcome these scalability challenges, we reframe our problem as a regularized optimization problem, enabling us to develop an iterative algorithm inspired by Sinkhorn's matrix scaling algorithm, which efficiently addresses high-dimensional and large-scale data. Through extensive experiments, we demonstrate the efficacy and efficiency of our proposed methods, showcasing their practical utility in real-world data cleaning and preprocessing tasks. Furthermore, we provide comparisons with traditional approaches, highlighting the superiority of our techniques in terms of preserving data utility while ensuring adherence to the desired CI constraints.