Update a reconciliation source

curl --request PATCH \
  --url https://matcher.sandbox.lerian.net/v1/contexts/{contextId}/sources/{sourceId} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "config": {
    "camt053": {},
    "dialect": {},
    "duplicate_key": [],
    "fail_on_error_rate_percent": 50
  },
  "name": "Secondary Bank Account",
  "side": "RIGHT",
  "type": "LEDGER"
}
'

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://matcher.sandbox.lerian.net/v1/contexts/{contextId}/sources/{sourceId}"

	payload := strings.NewReader("{\n  \"config\": {\n    \"camt053\": {},\n    \"dialect\": {},\n    \"duplicate_key\": [],\n    \"fail_on_error_rate_percent\": 50\n  },\n  \"name\": \"Secondary Bank Account\",\n  \"side\": \"RIGHT\",\n  \"type\": \"LEDGER\"\n}")

	req, _ := http.NewRequest("PATCH", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

const options = {
  method: 'PATCH',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    config: {camt053: {}, dialect: {}, duplicate_key: [], fail_on_error_rate_percent: 50},
    name: 'Secondary Bank Account',
    side: 'RIGHT',
    type: 'LEDGER'
  })
};

fetch('https://matcher.sandbox.lerian.net/v1/contexts/{contextId}/sources/{sourceId}', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

import requests

url = "https://matcher.sandbox.lerian.net/v1/contexts/{contextId}/sources/{sourceId}"

payload = {
    "config": {
        "camt053": {},
        "dialect": {},
        "duplicate_key": [],
        "fail_on_error_rate_percent": 50
    },
    "name": "Secondary Bank Account",
    "side": "RIGHT",
    "type": "LEDGER"
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.patch(url, json=payload, headers=headers)

print(response.text)

{
  "config": {
    "blank_external_id": "REJECT",
    "camt053": {
      "date_basis": "booking",
      "external_id_source": "ntry_ref"
    },
    "dialect": {
      "date_style": "iso",
      "decimal_style": "dot",
      "delimiter": "comma",
      "encoding": "utf-8"
    },
    "duplicate_key": [
      "external_id"
    ],
    "duplicate_key_changed_at": "2023-11-07T05:31:56Z",
    "duplicate_policy": "FLAG_AS_EXCEPTION",
    "fail_on_error_rate_percent": 50
  },
  "contextId": "550e8400-e29b-41d4-a716-446655440000",
  "createdAt": "2025-01-15T10:30:00Z",
  "id": "550e8400-e29b-41d4-a716-446655440000",
  "name": "Primary Bank Account",
  "side": "LEFT",
  "type": "BANK",
  "updatedAt": "2025-01-15T10:30:00Z",
  "archivedAt": "2025-01-15T10:30:00Z"
}

PATCH

contexts

{contextId}

sources

{sourceId}

Update a reconciliation source

curl --request PATCH \
  --url https://matcher.sandbox.lerian.net/v1/contexts/{contextId}/sources/{sourceId} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "config": {
    "camt053": {},
    "dialect": {},
    "duplicate_key": [],
    "fail_on_error_rate_percent": 50
  },
  "name": "Secondary Bank Account",
  "side": "RIGHT",
  "type": "LEDGER"
}
'

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://matcher.sandbox.lerian.net/v1/contexts/{contextId}/sources/{sourceId}"

	payload := strings.NewReader("{\n  \"config\": {\n    \"camt053\": {},\n    \"dialect\": {},\n    \"duplicate_key\": [],\n    \"fail_on_error_rate_percent\": 50\n  },\n  \"name\": \"Secondary Bank Account\",\n  \"side\": \"RIGHT\",\n  \"type\": \"LEDGER\"\n}")

	req, _ := http.NewRequest("PATCH", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

const options = {
  method: 'PATCH',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    config: {camt053: {}, dialect: {}, duplicate_key: [], fail_on_error_rate_percent: 50},
    name: 'Secondary Bank Account',
    side: 'RIGHT',
    type: 'LEDGER'
  })
};

fetch('https://matcher.sandbox.lerian.net/v1/contexts/{contextId}/sources/{sourceId}', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

import requests

url = "https://matcher.sandbox.lerian.net/v1/contexts/{contextId}/sources/{sourceId}"

payload = {
    "config": {
        "camt053": {},
        "dialect": {},
        "duplicate_key": [],
        "fail_on_error_rate_percent": 50
    },
    "name": "Secondary Bank Account",
    "side": "RIGHT",
    "type": "LEDGER"
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.patch(url, json=payload, headers=headers)

print(response.text)

{
  "config": {
    "blank_external_id": "REJECT",
    "camt053": {
      "date_basis": "booking",
      "external_id_source": "ntry_ref"
    },
    "dialect": {
      "date_style": "iso",
      "decimal_style": "dot",
      "delimiter": "comma",
      "encoding": "utf-8"
    },
    "duplicate_key": [
      "external_id"
    ],
    "duplicate_key_changed_at": "2023-11-07T05:31:56Z",
    "duplicate_policy": "FLAG_AS_EXCEPTION",
    "fail_on_error_rate_percent": 50
  },
  "contextId": "550e8400-e29b-41d4-a716-446655440000",
  "createdAt": "2025-01-15T10:30:00Z",
  "id": "550e8400-e29b-41d4-a716-446655440000",
  "name": "Primary Bank Account",
  "side": "LEFT",
  "type": "BANK",
  "updatedAt": "2025-01-15T10:30:00Z",
  "archivedAt": "2025-01-15T10:30:00Z"
}

Authorizations

Authorization

string

header

required

Bearer token authentication (format: "Bearer {token}")

Headers

X-Request-Id

string

A unique identifier for tracing the request across services.

X-Idempotency

string

Optional idempotency key for safe retries. Matcher reads the key only from this header, and only when you send one. A request that carries a key only in X-Idempotency-Key or Idempotency-Key is refused with 400 (MTCH-0015), and nothing is processed. If the same key is sent again and the original request was already processed, the stored response is returned with X-Idempotency-Replayed: true. A malformed key returns 400, a key whose first request is still in progress returns 409, and an idempotency storage failure returns 500. These refusals are problem documents.

Path Parameters

contextId

string<uuid>

required

The unique identifier of the reconciliation context. Context ID

sourceId

string<uuid>

required

The unique identifier of the reconciliation source. Source ID

Body

application/json

Source updates

config

object

Source-specific configuration object. Cross-key rules the schema cannot express: a duplicate_key component this source's field map does not fill is refused, because a key over an always-empty field makes every row a duplicate of every other; a source bound to an aggregator connection (reserved key connection_config_name) cannot carry a duplicate_key of its own, and a config holding both is refused in either direction; and editing duplicate_key governs later imports only — rows already imported keep the key they were deduplicated under, so a duplicate straddling the change is knowingly not detected.

Show child attributes

name

string

New human-readable name of the source.

Maximum string length: 50

Example:

"Secondary Bank Account"

side

enum<string>

Matching side this source feeds. LEFT and RIGHT are the two sides reconciled against each other. A change is refused with a 409 once the context has carried a partial balance, or while a match run is in progress.

Available options:

LEFT,

RIGHT

Example:

"RIGHT"

type

enum<string>

Origin of the source data. LEDGER is the internal ledger; BANK is a bank statement feed; GATEWAY is a payment gateway; CUSTOM is a bespoke feed; FETCHER is a discovery-engine pull.

Available options:

LEDGER,

BANK,

GATEWAY,

CUSTOM,

FETCHER

Example:

"LEDGER"

Response

Successfully updated source.

config

object

required

Show child attributes

contextId

string

required

Identifier of the context this source belongs to.

Example:

"550e8400-e29b-41d4-a716-446655440000"

createdAt

string

required

Creation timestamp in RFC 3339 format.

Example:

"2025-01-15T10:30:00Z"

string

required

Unique identifier of the source.

Example:

"550e8400-e29b-41d4-a716-446655440000"

name

string

required

Human-readable name of the source.

Example:

"Primary Bank Account"

side

enum<string>

required

Matching side this source feeds. LEFT and RIGHT are the two sides reconciled against each other.

Available options:

LEFT,

RIGHT

Example:

"LEFT"

type

enum<string>

required

Origin of the source data. LEDGER is the internal ledger; BANK is a bank statement feed; GATEWAY is a payment gateway; CUSTOM is a bespoke feed; FETCHER is a discovery-engine pull.

Available options:

LEDGER,

BANK,

GATEWAY,

CUSTOM,

FETCHER

Example:

"BANK"

updatedAt

string

required

Last update timestamp in RFC 3339 format.

Example:

"2025-01-15T10:30:00Z"

archivedAt

string

RFC 3339 timestamp when the source was archived; absent when the source is live.

Example:

"2025-01-15T10:30:00Z"

Getting started

Configuration Contexts API

Configuration Match Rules API

Configuration Sources API

Configuration Field Maps API

Configuration Fee Schedules API

Configuration Fee Rules API

Configuration Schedules API

Exception workflow

Bulk actions

Comments

Callback credentials

Disputes API

Export Jobs API

Governance API

Ingestion jobs

Layouts and formats

Extraction reviews

Document extraction

Match runs

Manual matching and adjustments

Candidates and open items

Rule suggestions

Dashboard and metrics

Reports

Exports

Discovery status

Discovery connections

Extractions

Aggregator connections

Aggregator webhooks

Error handling

Events

Update a reconciliation source

Authorizations

Headers

Path Parameters

Body

Response