Skip to main content
The Exception page in the Matcher module of Lerian Console shows one exception. Use it to review the transaction and pair it with a counterpart. You can also resolve or escalate the exception and follow its history.

​
Opening an exception

On the Exceptions queue, click the Reason link of an exception row. On a dispute page, the Exception link also opens the exception.

​
Page layout

The page title is Exception. A breadcrumb above the title links back to the Exceptions queue. Below the title, you see the exception ID, its severity and status badges, and the time of its last update. The header can show these controls:
  • View audit trail opens the Audit trail panel. It lists the governance audit events of the exception, newest first.
  • Resolve opens the Resolve exception dialog.
  • More actions opens a menu that can hold Assign, Open dispute, Dispatch, and Adjust entry. The Force match item comes last, under a separator.
Assign is in the menu only while the exception is Open. An exception in Resolved or Pending Resolution status has no Resolve button and no More actions menu. The Pending Resolution status means that a force match or an adjustment is in progress. The page shows the Transaction, Information, Comments, and History panels. Other panels depend on the status of the exception.

​
Panels

​
Transaction

The Transaction panel shows the transaction ID, Amount, Transaction date, and Source. If the transaction or its source no longer exists, Amount, Transaction date, and Source show a dash. For a Fee Variance exception, the panel can also show three settlement rows:

​
Information

​
Suggested counterparts

For an Open or Assigned exception, the Suggested counterparts panel can list possible matches from the opposite side. The panel uses the context of the exception, not the Active context. Each candidate shows a score with a Strong, Plausible, or Weak band. It also shows the amount and date differences and why it scored that way. The ranking uses raw amounts. Fee normalization and FX bands do not apply here. To pair a candidate with the exception transaction:
1

Pick the candidate

Click Match to this on the candidate. The Pair these transactions? dialog opens with the two transactions side by side.
2

Add a note (optional)

Type a reason in Note (optional).
3

Confirm

Click Pair selected. Matcher links the two transactions into a confirmed match group.
Pairing a counterpart does not resolve the exception. Resolve the exception afterwards to close it.

​
Resolution

A Resolved or Pending Resolution exception shows the Resolution panel instead of Suggested counterparts. It shows Resolution type, Reason, Resolution notes, Resolved by, and Resolved at.

​
Comments

The Comments panel lists comments oldest first, with the author and a relative time. To add a comment, type it and click Send, or press Ctrl+Enter or Cmd+Enter. A comment can have up to 5,000 characters. A comment can show a delete icon. Click it and confirm in Delete this comment? to remove the comment permanently. A Resolved or Pending Resolution exception takes no new comments.

​
History

The History panel lists what happened to the exception, newest first. Each entry shows the action, the actor or system, and a relative time. A new entry can take a few seconds to appear.

​
Actions

​
Resolve

Resolve opens the Resolve exception dialog. It closes the exception with a resolution text. Matcher marks the exception Resolved and does not change the transaction. Click Resolve to submit.

​
Assign

The Assign exception dialog has one field, Assignee. Type who works the exception, up to 255 characters, and click Assign. The status changes to Assigned.

​
Open dispute

The Open dispute dialog starts a formal dispute about the exception. Click Open dispute. The new dispute starts in the Open state. You add evidence and record the outcome on the dispute page. See Managing disputes.

​
Dispatch

The Dispatch to an external system dialog records a hand-off of the exception. Click Dispatch. Matcher adds the hand-off to the exception history. The exception status does not change.

​
Adjust entry

Adjust entry records a correction for the exception transaction and resolves the exception. Click Adjust entry. Matcher records the adjustment for the transaction and marks the exception Resolved.

​
Force match

Force match overrides the matching engine. Matcher marks the exception transaction as matched and resolves the exception. The transaction does not join a match group. Click Force match to submit.