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Matcher can read a PDF document, such as a bank statement, and propose the transactions it finds. These proposals are candidates. A candidate does not enter reconciliation until a person approves it. The Extraction Review screen of the Matcher module in Lerian Console is the queue where you approve or reject them.
Document extraction is not available in every environment. When it is off, the screen shows a message instead of the queue.

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How a review starts

1

Extract from a document

In the Sources tab of a context, use the Extract from a document action of a source. Upload one PDF document. See Context sources.
2

Matcher reads the document

Matcher uses AI to read the document and propose candidate transactions. Matcher sends a capped slice of the document’s text layer to the language-model provider Lerian configures for your environment. When the PDF has no text layer, Matcher sends the PDF itself. Matcher queues the candidates as one review with the Pending review status.
3

Open the review

The dialog shows the number of candidates and an Open review link. You can also open the review later from the queue.

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Accessing the Extraction Review screen

Click Resolve → Extraction Review in the Matcher sidebar. The screen shows the Active context that you select in the Matcher sidebar. To see another context, change the Active context.

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The review queue

The queue shows the reviews of the context, 25 per page. Use Previous and Next to move between pages. The Status filter shows Pending review reviews by default. You can also show Approved or Rejected reviews.

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Reading a review

The review page shows each candidate as a card, Candidate 1, Candidate 2, and so on. A badge on the card shows how Matcher read it:
  • Text layer: the candidates come from the text layer of the PDF.
  • Vision · lower trust: an AI model produced the values from the document itself. Check these candidates with more care.
Each field of a candidate shows the value that Matcher read and an Extraction confidence meter. When known, it also shows the page and region of the value. You cannot edit a candidate. You approve or reject the review as a whole. To go back to the queue, click Queue.

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Approving a review

  1. On a Pending review review, click Approve extraction.
  2. In the Approve extracted transactions? dialog, click Approve and commit.
Matcher sends all the candidates of the review to its source as one import, the same way it imports a file. After a successful approval, the review status is Approved and the review shows the ID of the import job. The import job also shows in the Import jobs table of Operate → Operational History. See Operational history. If the context has Auto-match on upload turned on, the import starts a match run. You cannot undo an approval.

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Rejecting a review

  1. On a Pending review review, click Reject extraction.
  2. You can enter a Rejection reason (optional), up to 1,000 characters.
  3. Click Reject extraction.
Matcher discards the candidates. Nothing enters the source. The review status changes to Rejected. If you entered a reason, the review page shows it.
If another person decides on the review first, the screen reloads the review and shows its new status.
For the API of this workflow, see Extraction reviews.