Accessing Matcher
To access Matcher, select it from the product launcher in Lerian Console.
Context Switcher
The Matcher sidebar includes a Context Switcher — a global dropdown that lets you select which reconciliation context you’re working with. The active context applies across all Matcher pages, so switching contexts updates the data displayed in Reconciliations, Matches, Exceptions, and other views.
Dashboard
The Home page provides an at-a-glance overview of your reconciliation activity. Use it to monitor recent runs, review key metrics, and navigate to the areas that need your attention.
Matcher Dashboard
See a detailed walkthrough of the Dashboard page, including KPI cards, trend charts, breakdown visualizations, and the Recent Runs table.
Available pages
Reconciliation
Contexts
Create and manage reconciliation contexts. Each context groups sources, rules, and schedules for a specific reconciliation workflow.
Reconciliations
Upload transaction files and start new reconciliation runs for your contexts.
Matches
Review confirmed match groups and confidence scores for completed reconciliation runs.
Exception Handling
Exceptions
View and resolve transactions that could not be matched automatically.
Disputes
Manage disputed transactions that require manual review and resolution.
Reporting
Operational History
Track the status of all data ingestion jobs for your reconciliation contexts.
Audit Logs
View a chronological record of all actions taken within the Matcher module.
Archives
Access archived reconciliation data for past periods.
Settings
Fee Schedules
Define expected fee structures — flat, percentage, or tiered — for automatic fee verification during reconciliation.
Actor Mappings
Map external actors to internal entities for reconciliation matching.