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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.

The Matches page shows all confirmed match groups for the selected reconciliation context and run. Use it to review how transactions were paired, check confidence scores, and initiate manual matching when needed.

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Accessing the Matches page

Navigate to Matcher → Workbench → Matches in the left sidebar.

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Filtering

Use the filter bar to narrow the results by context, run, status, or date range.

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Match table

Each row represents a confirmed match group. Common columns include match ID, status, number of transactions, confidence score, and the date the match was created. Click on a match row to see the individual transactions that form the group.

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Match confidence

The confidence score (0–100) indicates how closely the matched transactions align based on the rules applied. Higher scores represent stronger matches.

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Unmatching a pair

If a match was made incorrectly, you can unmatch it. Both transactions return to the unmatched pool and become available for re-matching or manual exception resolution.

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Manual matching

For transactions that were not automatically matched, use the Manual Match flow to pair them manually. Click the Manual Match button and select the transactions to link. For the full step-by-step walkthrough, see Manual Matching.