Match Rules for Creating Matches with Partial Text in Transaction Matching

For text attributes, users can now create match rules that match an attribute value with part of another attribute value. You can either match a source system attribute with part of a subsystem attribute or a subsystem attribute with part of a source system attribute.

When configuring match rules for text attributes, a new option Matches with Contains Operator is added to Match Tolerance. After you select this option, you can specify which attribute value must be contained within another attribute value. For example, if your rule matches the Store Number attribute from the GL with the Memo attribute from the POS, you can specify that the Memo value must contain the Store Number value.

Business Benefit: This feature enhances the Transaction Matching functionality by enabling users to match structured text in a source system attribute with unstructured text in a subsystem attribute or vice versa.

Tips And Considerations

Understanding the Transaction Matching Engine in Administering Account Reconciliation (subsection “Evaluating Match Rules for Partial Text Match”)