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The Layout Templates screen in the Matcher module of Lerian Console holds your fixed-width file layouts. In a fixed-width file, such as a CNAB file, each line is a record with a fixed length. Each field is a byte range in the record. A layout template tells Matcher where each field starts and how long it is.

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Accessing the Layout Templates page

Navigate to Settings → Layout Templates.

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Templates table

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Creating a template

Click New template. The New layout template page opens.

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Template fields

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Record types

Each record type is a card. Click Add record type to add a card. Click Remove to delete a card. Each record type has one or more fields. Click Add a field to add a field row: Matcher maps fields named external_id, amount, currency, date, and description to the transaction fields with the same names. It keeps all other fields as transaction metadata. If a layout has no currency field, Matcher uses BRL. The form shows Byte-layout problems when two fields in a record type overlap. It also shows them when a field ends after the record width. Matcher does not save a layout with these problems. Click Submit template to save. The template page opens.

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Using a template

To use a template, upload a file on Operate → New Reconciliation. In the Format select, choose the format key of the template. The select lists your templates in the Layout Templates group. For the upload steps, see Uploading reconciliation data.

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Template details

Click a format key in the table to open the template. The page shows two cards:
  • Template identity: the Format key, Region, Family, and Variant.
  • Registration: the Variant key, the number of Record types, the Discriminator byte range, and the creation date.
The Byte layout section has one card for each record type. Each card shows the record width and a table of fields with Name, Byte range, Length, and Kind.

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Editing a template

Click Edit on the template page. The Edit layout template page opens with the current values. Click Save changes to replace the stored layout. This change does not create a copy. Matcher validates the full layout again before it saves the change.

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Duplicating a template

Click Duplicate as new on the template page. The New layout template page opens with the values of the template. Change the values, then click Submit template to save a separate template.

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Deleting a template

Click Delete on the template page. In the Delete layout template? dialog, click Delete. Matcher removes the template and frees its format key for a new template. You cannot undo this action.