Matcher documentation refresh

Documentation Index

Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt

Use this file to discover all available pages before exploring further.

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What changed

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Guides

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Overview

• What is Matcher — Product overview, architecture, and where Matcher fits in the Lerian platform
• Matcher concepts — Core concepts: contexts, sources, rules, field mapping, matching runs, exceptions, and disputes
• Matcher architecture — System architecture, domain modules, and data flow

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Getting started

• Prerequisites — Requirements and dependencies
• Installing Matcher — Setup and deployment
• Getting started with Matcher — End-to-end walkthrough from context creation to first reconciliation

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Configuration

• Contexts and sources — Defining reconciliation scope and connecting systems
• Match rules — Rule types (exact, tolerance, date lag), priority ordering, and reordering
• Field mapping — Mapping source fields to Matcher’s canonical model
• Fee rules — Fee validation and tolerance configuration
• Exception routing — Routing unmatched transactions for review
• Multi-tenant mode — Tenant isolation and configuration
• Runtime configuration (Systemplane) — Runtime parameters and system-level settings

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Daily reconciliation

• Uploading files — Importing transaction data via API
• Reviewing matches — Inspecting match results and groups
• Resolving exceptions — Exception workflows and resolution
• Generating reports — Dashboard, matched/unmatched/variance reports, and exports

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Integrations

• Midaz integration — Using Matcher with Midaz ledger data
• External sources — Connecting bank statements and third-party systems
• Discovery — Auto-discovery of external data connections
• Webhooks and callbacks — Event-driven notifications

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Reference

• Confidence scoring — How Matcher calculates match confidence
• Multi-currency — Cross-currency reconciliation
• Split and aggregate — 1:N and N:M matching patterns
• Security — Authentication, authorization, and data protection

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Use cases

• Pix reconciliation — Step-by-step guide for reconciling Pix transactions

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Lerian Console

• Using Matcher in Lerian Console — Overview of the console integration
  • 19 console pages covering the full Matcher module:
  • Contexts — Managing contexts, sources, rules, and schedules
  • Reconciliation — Uploading data, executing runs, reviewing matches
  • Exceptions & disputes — Managing exceptions, exception details, disputes
  • Governance — Actor mappings, audit logs, archives
  • Operations — Dashboard, fee schedules, manual matching, operational history

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API reference

• Developer quick start — API walkthrough from context setup to reconciliation
• Error list — Complete error code reference
• 119 endpoint reference pages covering the full API surface:
  • Configuration — Contexts, sources, rules, field maps, schedules, fee rules, fee schedules
  • Ingestion — Import jobs, transaction search
  • Matching — Runs, match groups
  • Exceptions — Exception management, comments, history
  • Disputes — Dispute lifecycle
  • Reporting — Dashboard metrics (match rate, volume, SLA, cash impact, source breakdown), matched/unmatched/variance reports with export
  • Discovery — Connections, schema introspection, extraction bridge
  • Governance — Audit logs, actor mappings, archives
  • Export — Export jobs with download

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OpenAPI specification

• Matcher OpenAPI 3.1 spec — Machine-readable specification with all 117 endpoints, schemas, and examples — verified against source code

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Key fixes in this release

• API paths corrected — Route prefixes aligned with actual Fiber route registration
• Deprecated fields removed — rateId removed from all schemas (rejected by the API since deprecation)
• Missing schemas added — Inline sources and rules arrays added to CreateReconciliationContextInput
• YAML spec hardened — Colon-containing enum values (1:1, 1:N, N:M) properly quoted to prevent parser misinterpretation
• Guide examples fixed — Incorrect endpoint URLs in curl examples corrected across all languages