Skip to main content
The Matcher module in Lerian Console opens on the Reconciliation dashboard. The dashboard shows the health of one reconciliation context over a period. It shows how much of the pool matched and what stays open. It also shows the unmatched cash exposure and how fast your team resolves exceptions.

​
Accessing the dashboard

Click Dashboard in the Matcher sidebar. The dashboard shows the Active context that you select in the Matcher sidebar. To see another context, change the Active context. Choose the period with the buttons in the page header. The options are Last 7 days, Last 30 days, and Last 90 days. The default is Last 90 days.
The dashboard refreshes every 30 seconds. The status rail shows when the figures last updated, with a Refresh button. If a refresh fails, the rail says so and shows a Retry button. The figures on the page can then be out of date.
The sections below follow the order of the page, from top to bottom.

​
Status rail

A rail across the top of the page shows these items:

​
Match rate

The Match rate card is the main figure of the page. A bar splits the transactions of the context into matched and unmatched, by count. A marker on a 0 to 100 ruler shows the match rate. Below the bar, two columns show the Matched and Unmatched totals. Each column holds a transaction count and an amount. The unmatched amount shows in red when unmatched transactions exist. When the figures share one currency, a By amount line shows the match rate by amount. It also shows the difference from the rate by count (Δ vs count). With more than one currency in the figures, the amounts show a dash. The note Currency not available for this total explains the dash.

​
Cash impact and exception SLA

Two cards sit next to the Match rate card:

​
Match rate over time

The Match rate over time card plots the daily match rate for the period. Days with no imported data do not appear on the line. Above the line, pts vs prior day shows the change from the previous day on the line, in percentage points. Watch the line for a fall in the match rate. A fall can point to a rule that no longer fits your data, or to a problem in the data. With only one day of activity, the card shows the rate of that day instead of a line. With no activity in the period, the card says that the line needs at least two days.

​
Source breakdown

The Source breakdown card lists each source with its match rate and a small balance bar. It also gives the matched and unmatched transaction counts of each source. Use it to find the sources that leave the most items unmatched. The card does not show when the period has no data per source.

​
First-run states

The dashboard needs a context with reconciliation data. Until then, it shows one of these states:

​
Getting started checklist

When the context has data but its setup is not complete, a Getting started checklist shows below the status rail. It counts the complete steps and lists these five steps:
  1. Create a reconciliation context
  2. Add both data sources
  3. Create a match rule
  4. Activate the context
  5. Complete your first match run
The current step has a button that opens the place where you complete it. Use Set up by hand to open the guided setup for the context. See Context setup wizard. Use the arrow button to collapse or expand the list. The checklist closes when all five steps are complete. Click Dismiss to close it at once. After either event, the checklist does not come back in the same browser.

​
Where the runs live

The dashboard summarizes health. It does not list runs. To start a run, use Operate → Reconciliations. See Running reconciliations. For the full run and import history, see Operational history.