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Match groups are the pairings that a reconciliation run produced. In the Matcher module of Lerian Console, they live inside the detail page of each run. To pair transactions by hand, use the Unmatched workbench. See Manual matching.

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Viewing the match groups of a run

1
Click Operate → Reconciliations in the Matcher sidebar.
2
In Run history, click the run ID in the Run column. The Match groups page of the run opens.
The page shows a summary of the run, a Rule breakdown with the number of groups for each rule, and the match groups.
  • Match rate: the share of the run’s transactions that matched, by count.
  • Breakdown: Matches, Proposed, Pending review, and the unmatched counts for the left side, the right side, and external transactions.
  • Rule breakdown: after a completed run, a warning names each rule that matched no groups.
While the run is in progress, the page refreshes as the run advances. Click Stop watching to stop the refresh. If you stop watching, or the refresh times out, click Recheck status to read the run status again.

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Filtering by status

Use the status filter at the top of the page to show All groups or only the Proposed, Confirmed, Rejected, or Revoked groups. The filter applies to all groups of the run, not only to the loaded page.

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The match group card

Each card shows:
  • The group status and its short ID.
  • The Rule that produced the group.
  • The rejection or revocation reason, when the group has one.
  • Badges with the exception reasons on the group’s transactions, when there are any.
  • A confidence meter with the label High confidence, Medium confidence, or Low confidence.
  • The items of the group, by side. Each item shows the Allocated and Expected amounts. A difference between them shows as a warning on the item.

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Unmatching a group

Unmatch a group when the match is wrong. Only Proposed and Confirmed groups offer Unmatch.
  1. Click Unmatch on the group card.
  2. In the Unmatch this group? dialog, enter a Reason. The reason is required.
  3. Click Unmatch.
Matcher moves the group’s transactions back to the unmatched backlog. A Proposed group becomes Rejected. A Confirmed group becomes Revoked. Unmatching a Confirmed group also reverses what its confirmation recorded:
  • Matcher takes back the group’s entries on open items. An open item that only this group supports becomes Withdrawn. See Open items.
  • Matcher voids the fee variances that the confirmation recorded.
  • Matcher closes the fee and FX exceptions that the confirmation raised, when they are still Open or Assigned and have no active dispute.
Matcher can refuse to unmatch a Confirmed group when other activity already depends on its open item. For example, a later run already netted against the same open item. A refused unmatch changes nothing. The error message says what to do next.

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Recording an adjustment

Record an adjustment to explain a variance in a match group, for example a bank fee or an FX difference.
  1. Click Adjust on the group card. The Record adjustment dialog opens.
  2. Fill in the fields. All fields are required.
  3. Click Record adjustment.
Matcher records the adjustment against the group. The group and its transactions do not change.