Dashboard
The module opens on the Dashboard: an at-a-glance overview of reconciliation health for the active context.
Matcher dashboard
See a walkthrough of the Dashboard: the match rate card, the match-rate trend, cash impact, and exception SLA.
Available pages
The sidebar groups pages by workflow phase.
Configure
Contexts
Create and manage reconciliation contexts. Each context groups sources, field maps, rules, schedules, and fee rules.
Guided setup
Build a context step by step, from its creation to its first match run. It opens from the Contexts page.
Rule Suggestions
Review the match rules Matcher proposes for a context, then approve or reject them.
Operate
Reconciliations
Start reconciliation runs for the active context and follow their progress. Each run’s detail page holds its match groups.
Operational History
Track reconciliation runs and import jobs for the active context.
New Reconciliation
Upload a transaction file into a source of the active context and follow the import.
Match groups
Review the match groups of a run on its detail page, which opens from Reconciliations.
Resolve
Unmatched
Work the transactions the engine could not match. Pair them manually or ignore them.
Open Items
Follow the remainders that partial matches carry forward.
Extraction Review
Check the transactions Matcher extracted from a document before they enter a source.
Exception Handling
Exceptions
View and resolve the transactions that the engine could not match.
Disputes
Manage disputed transactions that need evidence and a decision.
Reporting
Portfolio, Reports, and Exports
Compare contexts, read reconciliation reports, and download exports.
Audit Logs
View the hash-chained record of configuration and operational changes.
Archives
Browse and download completed audit-log archives.
Settings
Layout Templates
Describe fixed-width file layouts so Matcher can read them.
Fee Schedules
Define expected fee structures (flat, percentage, tiered, or expression-based) for fee verification during reconciliation.
Actor Mappings
Link opaque actor IDs to a display name or email.
Discovery
Connect external data sources, browse their schemas, and extract data from them.
Aggregators
Connect open-finance data aggregators that feed transactions into Matcher.