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March 23, 2026 Documentation update Review recommended

Affects


Teams using Matcher through Lerian Console. This update applies to the public documentation portal. It does not change the runtime API behavior unless the linked product documentation says otherwise.

What changed


Full documentation is now available for the Matcher module inside Lerian Console. This covers the complete reconciliation workflow — from creating reconciliation jobs to reviewing matches and resolving exceptions — all through the Console UI. Documentation is available in English, Portuguese, and Spanish.

New pages


Overview

  • Matcher in Lerian Console — Module overview, navigation structure, and how Matcher fits into the Console

Operations

  • Managing Reconciliations — Creating reconciliation jobs, configuring parameters, and launching runs
  • Uploading Reconciliation Data — How to upload external data files for reconciliation
  • Operational History — Viewing job history, status tracking, and run details

Studio

  • Managing Sources — Configuring data sources (LEDGER, CUSTOM) with field mappings
  • Managing Rules — Creating and editing match rules, strategies (EXACT, DATE_LAG, AMOUNT_TOLERANCE), and priority ordering

Workbench

  • Managing Matches — Reviewing matched transactions, confidence scores, and match details
  • Managing Exceptions — Browsing unmatched transactions and routing them for resolution
  • Exception Details — Detailed view for individual exceptions with contextual data

Screenshots


All Console pages include annotated screenshots showing the actual UI, covering dashboard views, settings panels, data tables, and detail screens. Screenshots were captured from the live application and added in a follow-up pass (phases 1–5) to ensure accuracy.

Impact


This is a documentation update. Existing integrations do not need a migration from this release note alone.

What you need to do


1
Review the Matcher Console documentation before using reconciliation management, Studio configuration, or Workbench review flows.

Deadline

None.

Why

The documentation now covers Matcher module workflows inside Lerian Console.