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Use the Fee Rules tab of a context to decide which fee schedule applies to which transactions. A fee rule binds one fee schedule to the context. Its side and its predicates select the transactions that the schedule applies to. Matcher uses that schedule to compute the expected fee of each selected transaction. You define the fee schedules themselves in Settings → Fee Schedules. See Managing fee schedules.

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Accessing the Fee Rules tab

1
In the Matcher module, select Configure → Contexts.
2
Click a context to open its detail page.
3
Select the Fee Rules tab.
The Create rules step of the Context setup wizard also shows this tab when Matcher asks for a fee rule.

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Fee rule list

The table lists the fee rules of the context in priority order:

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How Matcher picks a fee schedule

For each transaction, Matcher checks the fee rules of the transaction’s side in priority order. A rule with Either side applies to both sides. The first rule whose predicates all match decides the fee schedule. A rule with no predicates matches every transaction on its side.

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Creating a fee rule

1
Click New fee rule. The New fee rule side sheet opens.
2
Fill in the rule:
3
Add the predicates. Click Add predicate to add one. Click Remove predicate on a predicate to remove it. See Predicates.
4
Click Save.

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Predicates

A predicate tests one metadata field of the transaction. Transaction metadata holds the source columns that the field map does not map. See Context field maps. Each predicate has these fields:
  • Field: the metadata field to test. Type the column name as it appears in the source data.
  • Operator: the comparison to make.
  • Value, Values, or Lower bound and Upper bound: what to compare with. The form shows the fields that the operator needs.
EQUALS and IN compare text without regard to case. GT, GTE, LT, LTE, and BETWEEN need numbers. A field that is not a number never matches them. A predicate on a field that the transaction does not have never matches.

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Editing a fee rule

Click the pencil button on a rule row. The Edit fee rule side sheet opens with the current values. Change the fields and click Save.

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Deleting a fee rule

Click the trash button on a rule row. A Remove the fee rule dialog opens with the rule name. Click Confirm to delete the rule.