About Defining Match Rules

Match rules determine how matches are made.

See Defining Match Rules and Rule Conditions in the Match Process.

Types of Match Rules

Account Reconciliation provides the following types of match rules:

• Auto Match rule

  Auto Match rules are used by the auto match process. You define the rules or conditions that must be met in order for a match to be made. A match process can contain one or more Auto Match rules. To define an Auto Match rule, specify a unique ID, name, rule type, match status, and the rule conditions.

• Manual match rule

  You can create one or more rule conditions within a manual match rule. To define a manual match rule, create one or more rule conditions. If you want to perform manual matching only, you can create a match process without any auto match rules.

See Match Rules for details about the match status for match rules and supported match rule types.

You can use the Match Type Rule Configuration report to view the configuration settings for all match rules in a particular match type or for all match rules in the system. See Working with Predefined Reports in Transaction Matching in Administering Account Reconciliation.

Changing Batch Size and Number of Matching Iterations for Auto Match Rules

Transaction Matching allows you to change the default values for the number of iterations during the match process for Auto Match rules. See Changing Defaults for Maximum Iterations for Auto Match Rules.