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An open item is the unpaid remainder of an obligation that Matcher carries from one run to the next. When a confirmed match covers only part of an expected amount, Matcher opens an open item for the rest. Later runs net new transactions against it. Open items differ from unmatched transactions. An open item comes from a match that left a remainder. The Open Items screen of the Matcher module in Lerian Console lists them. You cannot change open items on this screen.

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Accessing the Open Items screen

Click Resolve → Open Items 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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Open item statuses

Only Open and Partially cleared items take part in later runs.

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The open items table

The table shows 25 open items per page. Use Previous and Next to move between pages.

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Filtering and sorting

  • Status: show All statuses or one status.
  • Sort by: keep the Default order, or sort by Age or Running balance.
  • Order: Descending or Ascending. This filter shows when you sort by Age or Running balance.

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Investigating an open item

The Investigate column shows one link for each item:
  • View source run opens the detail page of the match run linked to the item. See Managing matches.
  • View aged break or View exceptions opens the exceptions queue. These links show when the item has no linked run. See Managing exceptions.
To take back an open item that a wrong match created, unmatch the confirmed match behind it. See Managing matches.