Classification Errors Correction

Use the Research Assistant to troubleshoot transaction classification errors and to test classification rules. Plan administrators can test classification rules before copying them to production. Managers and analysts can analyze any ongoing issues to resolve them quickly.

1. Search for and select credits or transactions that have a classification error.

2. Analyze errors using the Research Assistant diagnosis.

3. Determine the corrective action to resolve the classification issue. Most corrective actions for the rules can be taken within the Research Assistant.

You can analyze and correct these types of errors:

• No matching rules

• Multiple matching rules

Navigate to the Research Assistant from the Credit and Earnings work area:

• Click Analyze in Manage Credits.

  Use this navigation if the parameter When to Classify Transactions is set to After crediting and rollup and before calculation.

• Click Analyze in Manage Transactions.

  Use this navigation if the parameter When to Classify Transactions is set to After collection and before crediting.

For example, you have a classification error due to no matching rules. Use the Rule Matching Analysis tab to select and analyze the rule that you expected to match. If you have the privileges, then you can correct the rule criteria in the same UI.