Running Auto Alert Jobs

Create an Auto Alert job to run the alert rules specified on the match type and then generate automated alerts, where required.

The following users can run Auto Alert jobs:

  • Service Administrators (run Auto Alert for any account)
  • Preparers of the account
  • Power User with the required security filters
  • Users with the Match Type - Manage application role

To run an Auto Alert job:

  1. From Home, select Application, and then Jobs.
  2. Select the Transaction Matching tab.
  3. From Actions, select Run Auto Alert.

    The Run Auto Alert dialog appears.

  4. In Match Type, select the match type for which the Auto Alert job must be run.
  5. Click Submit.

    An Auto Alert job is created and added to the Jobs page. After the job finishes, click the Complete link next to Result to view the job log.

The Auto Alert job log shows the number of alerts that were closed as a result of running this job. When all transactions in an alert are matched, the alert is automatically closed.