Matching Workflow

You can access match exceptions using the Match Workbench. You can also use workflow worklists and email notifications to route the match exceptions to the user or users specified on the Match Rules Type and Match Rules - Workflow pages.

Workflow parameters are defined at the match rules type level and they can be overridden at the match rules level. You define workflow parameters by:

1. Selecting the Workflow Flag field or the Send Email Notification field or both fields on the Match Rules Type page.

2. Defining the User List Source fields on the Match Rules Type page.

3. (Optional) Overriding the email notification parameters and user lists on the Match Rules - Workflow page.

Create workflow worklists and email notifications by selecting Workflow/Email Notify as the Match Action on the Match Request page or by selecting Send Notification as the Action on the Match Workbench. When you initiate these actions, the system:

1. Executes the Matching process which calls the Matching Notification Application Engine process (AP_MTH_NOTFY) to create email notifications.

2. Calls the Process Match Exceptions Application Engine process (MTCH_ERR_WF) from the Matching Notification process to create workflow worklist items.

Note:

Set up users to receive worklist items or email notifications or both on the User Profiles - Workflow page before you route match exceptions to them.

Note:

The Process Match Exceptions process and the Matching Notification process still generate worklist items and workflow notifications for exceptions to users even if they do not have authority to override the exception. The user is not able to override the exception, but is notified of the exception.