Crear un contexto de conciliación

curl --request POST \
  --url https://matcher.sandbox.lerian.net/v1/contexts \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "name": "Bank Reconciliation Q1",
  "type": "1:1",
  "interval": "daily",
  "feeToleranceAbs": "0.01",
  "feeTolerancePct": "0.5",
  "feeNormalization": "NET",
  "autoMatchOnUpload": false,
  "sources": [
    {
      "name": "Primary Bank Account",
      "type": "BANK",
      "side": "LEFT",
      "config": {},
      "mapping": {}
    }
  ],
  "rules": [
    {
      "priority": 1,
      "type": "EXACT",
      "config": {}
    }
  ]
}
'

import requests

url = "https://matcher.sandbox.lerian.net/v1/contexts"

payload = {
    "name": "Bank Reconciliation Q1",
    "type": "1:1",
    "interval": "daily",
    "feeToleranceAbs": "0.01",
    "feeTolerancePct": "0.5",
    "feeNormalization": "NET",
    "autoMatchOnUpload": False,
    "sources": [
        {
            "name": "Primary Bank Account",
            "type": "BANK",
            "side": "LEFT",
            "config": {},
            "mapping": {}
        }
    ],
    "rules": [
        {
            "priority": 1,
            "type": "EXACT",
            "config": {}
        }
    ]
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

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

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    name: 'Bank Reconciliation Q1',
    type: '1:1',
    interval: 'daily',
    feeToleranceAbs: '0.01',
    feeTolerancePct: '0.5',
    feeNormalization: 'NET',
    autoMatchOnUpload: false,
    sources: [
      {
        name: 'Primary Bank Account',
        type: 'BANK',
        side: 'LEFT',
        config: {},
        mapping: {}
      }
    ],
    rules: [{priority: 1, type: 'EXACT', config: {}}]
  })
};

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

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://matcher.sandbox.lerian.net/v1/contexts",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'name' => 'Bank Reconciliation Q1',
    'type' => '1:1',
    'interval' => 'daily',
    'feeToleranceAbs' => '0.01',
    'feeTolerancePct' => '0.5',
    'feeNormalization' => 'NET',
    'autoMatchOnUpload' => false,
    'sources' => [
        [
                'name' => 'Primary Bank Account',
                'type' => 'BANK',
                'side' => 'LEFT',
                'config' => [
                                
                ],
                'mapping' => [
                                
                ]
        ]
    ],
    'rules' => [
        [
                'priority' => 1,
                'type' => 'EXACT',
                'config' => [
                                
                ]
        ]
    ]
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

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

func main() {

	url := "https://matcher.sandbox.lerian.net/v1/contexts"

	payload := strings.NewReader("{\n  \"name\": \"Bank Reconciliation Q1\",\n  \"type\": \"1:1\",\n  \"interval\": \"daily\",\n  \"feeToleranceAbs\": \"0.01\",\n  \"feeTolerancePct\": \"0.5\",\n  \"feeNormalization\": \"NET\",\n  \"autoMatchOnUpload\": false,\n  \"sources\": [\n    {\n      \"name\": \"Primary Bank Account\",\n      \"type\": \"BANK\",\n      \"side\": \"LEFT\",\n      \"config\": {},\n      \"mapping\": {}\n    }\n  ],\n  \"rules\": [\n    {\n      \"priority\": 1,\n      \"type\": \"EXACT\",\n      \"config\": {}\n    }\n  ]\n}")

	req, _ := http.NewRequest("POST", 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))

}

HttpResponse<String> response = Unirest.post("https://matcher.sandbox.lerian.net/v1/contexts")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"name\": \"Bank Reconciliation Q1\",\n  \"type\": \"1:1\",\n  \"interval\": \"daily\",\n  \"feeToleranceAbs\": \"0.01\",\n  \"feeTolerancePct\": \"0.5\",\n  \"feeNormalization\": \"NET\",\n  \"autoMatchOnUpload\": false,\n  \"sources\": [\n    {\n      \"name\": \"Primary Bank Account\",\n      \"type\": \"BANK\",\n      \"side\": \"LEFT\",\n      \"config\": {},\n      \"mapping\": {}\n    }\n  ],\n  \"rules\": [\n    {\n      \"priority\": 1,\n      \"type\": \"EXACT\",\n      \"config\": {}\n    }\n  ]\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://matcher.sandbox.lerian.net/v1/contexts")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"name\": \"Bank Reconciliation Q1\",\n  \"type\": \"1:1\",\n  \"interval\": \"daily\",\n  \"feeToleranceAbs\": \"0.01\",\n  \"feeTolerancePct\": \"0.5\",\n  \"feeNormalization\": \"NET\",\n  \"autoMatchOnUpload\": false,\n  \"sources\": [\n    {\n      \"name\": \"Primary Bank Account\",\n      \"type\": \"BANK\",\n      \"side\": \"LEFT\",\n      \"config\": {},\n      \"mapping\": {}\n    }\n  ],\n  \"rules\": [\n    {\n      \"priority\": 1,\n      \"type\": \"EXACT\",\n      \"config\": {}\n    }\n  ]\n}"

response = http.request(request)
puts response.read_body

{
  "id": "019c96a0-10a0-72d2-9fb0-2b7de8093182",
  "tenantId": "019c96a0-0a98-7287-9a31-786e0809c769",
  "name": "Bank Reconciliation Q1",
  "type": "1:1",
  "interval": "daily",
  "status": "ACTIVE",
  "feeToleranceAbs": "0.50",
  "feeTolerancePct": "0.01",
  "feeNormalization": "NET",
  "autoMatchOnUpload": false,
  "createdAt": "2025-01-15T10:30:00.000Z",
  "updatedAt": "2025-01-15T10:30:00.000Z"
}

{
  "code": "MTCH-0001",
  "title": "Bad Request",
  "message": "context not found",
  "error": "<string>",
  "details": {}
}

{
  "code": "MTCH-0001",
  "title": "Bad Request",
  "message": "context not found",
  "error": "<string>",
  "details": {}
}

{
  "code": "MTCH-0001",
  "title": "Bad Request",
  "message": "context not found",
  "error": "<string>",
  "details": {}
}

{
  "code": "MTCH-0001",
  "title": "Bad Request",
  "message": "context not found",
  "error": "<string>",
  "details": {}
}

{
  "code": "MTCH-0002",
  "title": "Internal Server Error",
  "message": "internal server error"
}

POST

contexts

Crear un contexto de conciliación

curl --request POST \
  --url https://matcher.sandbox.lerian.net/v1/contexts \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "name": "Bank Reconciliation Q1",
  "type": "1:1",
  "interval": "daily",
  "feeToleranceAbs": "0.01",
  "feeTolerancePct": "0.5",
  "feeNormalization": "NET",
  "autoMatchOnUpload": false,
  "sources": [
    {
      "name": "Primary Bank Account",
      "type": "BANK",
      "side": "LEFT",
      "config": {},
      "mapping": {}
    }
  ],
  "rules": [
    {
      "priority": 1,
      "type": "EXACT",
      "config": {}
    }
  ]
}
'

import requests

url = "https://matcher.sandbox.lerian.net/v1/contexts"

payload = {
    "name": "Bank Reconciliation Q1",
    "type": "1:1",
    "interval": "daily",
    "feeToleranceAbs": "0.01",
    "feeTolerancePct": "0.5",
    "feeNormalization": "NET",
    "autoMatchOnUpload": False,
    "sources": [
        {
            "name": "Primary Bank Account",
            "type": "BANK",
            "side": "LEFT",
            "config": {},
            "mapping": {}
        }
    ],
    "rules": [
        {
            "priority": 1,
            "type": "EXACT",
            "config": {}
        }
    ]
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

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

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    name: 'Bank Reconciliation Q1',
    type: '1:1',
    interval: 'daily',
    feeToleranceAbs: '0.01',
    feeTolerancePct: '0.5',
    feeNormalization: 'NET',
    autoMatchOnUpload: false,
    sources: [
      {
        name: 'Primary Bank Account',
        type: 'BANK',
        side: 'LEFT',
        config: {},
        mapping: {}
      }
    ],
    rules: [{priority: 1, type: 'EXACT', config: {}}]
  })
};

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

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://matcher.sandbox.lerian.net/v1/contexts",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'name' => 'Bank Reconciliation Q1',
    'type' => '1:1',
    'interval' => 'daily',
    'feeToleranceAbs' => '0.01',
    'feeTolerancePct' => '0.5',
    'feeNormalization' => 'NET',
    'autoMatchOnUpload' => false,
    'sources' => [
        [
                'name' => 'Primary Bank Account',
                'type' => 'BANK',
                'side' => 'LEFT',
                'config' => [
                                
                ],
                'mapping' => [
                                
                ]
        ]
    ],
    'rules' => [
        [
                'priority' => 1,
                'type' => 'EXACT',
                'config' => [
                                
                ]
        ]
    ]
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

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

func main() {

	url := "https://matcher.sandbox.lerian.net/v1/contexts"

	payload := strings.NewReader("{\n  \"name\": \"Bank Reconciliation Q1\",\n  \"type\": \"1:1\",\n  \"interval\": \"daily\",\n  \"feeToleranceAbs\": \"0.01\",\n  \"feeTolerancePct\": \"0.5\",\n  \"feeNormalization\": \"NET\",\n  \"autoMatchOnUpload\": false,\n  \"sources\": [\n    {\n      \"name\": \"Primary Bank Account\",\n      \"type\": \"BANK\",\n      \"side\": \"LEFT\",\n      \"config\": {},\n      \"mapping\": {}\n    }\n  ],\n  \"rules\": [\n    {\n      \"priority\": 1,\n      \"type\": \"EXACT\",\n      \"config\": {}\n    }\n  ]\n}")

	req, _ := http.NewRequest("POST", 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))

}

HttpResponse<String> response = Unirest.post("https://matcher.sandbox.lerian.net/v1/contexts")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"name\": \"Bank Reconciliation Q1\",\n  \"type\": \"1:1\",\n  \"interval\": \"daily\",\n  \"feeToleranceAbs\": \"0.01\",\n  \"feeTolerancePct\": \"0.5\",\n  \"feeNormalization\": \"NET\",\n  \"autoMatchOnUpload\": false,\n  \"sources\": [\n    {\n      \"name\": \"Primary Bank Account\",\n      \"type\": \"BANK\",\n      \"side\": \"LEFT\",\n      \"config\": {},\n      \"mapping\": {}\n    }\n  ],\n  \"rules\": [\n    {\n      \"priority\": 1,\n      \"type\": \"EXACT\",\n      \"config\": {}\n    }\n  ]\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://matcher.sandbox.lerian.net/v1/contexts")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"name\": \"Bank Reconciliation Q1\",\n  \"type\": \"1:1\",\n  \"interval\": \"daily\",\n  \"feeToleranceAbs\": \"0.01\",\n  \"feeTolerancePct\": \"0.5\",\n  \"feeNormalization\": \"NET\",\n  \"autoMatchOnUpload\": false,\n  \"sources\": [\n    {\n      \"name\": \"Primary Bank Account\",\n      \"type\": \"BANK\",\n      \"side\": \"LEFT\",\n      \"config\": {},\n      \"mapping\": {}\n    }\n  ],\n  \"rules\": [\n    {\n      \"priority\": 1,\n      \"type\": \"EXACT\",\n      \"config\": {}\n    }\n  ]\n}"

response = http.request(request)
puts response.read_body

{
  "id": "019c96a0-10a0-72d2-9fb0-2b7de8093182",
  "tenantId": "019c96a0-0a98-7287-9a31-786e0809c769",
  "name": "Bank Reconciliation Q1",
  "type": "1:1",
  "interval": "daily",
  "status": "ACTIVE",
  "feeToleranceAbs": "0.50",
  "feeTolerancePct": "0.01",
  "feeNormalization": "NET",
  "autoMatchOnUpload": false,
  "createdAt": "2025-01-15T10:30:00.000Z",
  "updatedAt": "2025-01-15T10:30:00.000Z"
}

{
  "code": "MTCH-0001",
  "title": "Bad Request",
  "message": "context not found",
  "error": "<string>",
  "details": {}
}

{
  "code": "MTCH-0001",
  "title": "Bad Request",
  "message": "context not found",
  "error": "<string>",
  "details": {}
}

{
  "code": "MTCH-0001",
  "title": "Bad Request",
  "message": "context not found",
  "error": "<string>",
  "details": {}
}

{
  "code": "MTCH-0001",
  "title": "Bad Request",
  "message": "context not found",
  "error": "<string>",
  "details": {}
}

{
  "code": "MTCH-0002",
  "title": "Internal Server Error",
  "message": "internal server error"
}

Autorizaciones

Authorization

string

header

requerido

Autenticación con token Bearer (formato: "Bearer {token}")

Encabezados

X-Request-Id

string

A unique identifier for tracing the request across services.

X-Idempotency-Key

string

Clave de idempotencia opcional para reintentos seguros. También acepta Idempotency-Key como nombre de encabezado alternativo. Si se envía la misma clave nuevamente y la solicitud original ya fue procesada, se devuelve la respuesta en caché con X-Idempotency-Replayed: true.

Consulte Reintentos e idempotencia para más detalles.

Cuerpo

application/json

Cuerpo de creación del contexto

name

string

requerido

Required string length: 1 - 100

Ejemplo:

"Bank Reconciliation Q1"

type

enum<string>

requerido

Topología de conciliación (cardinalidad entre fuentes)

Opciones disponibles:

1:1,

1:N,

N:M

Ejemplo:

"1:1"

interval

string

requerido

Required string length: 1 - 100

Ejemplo:

"daily"

feeToleranceAbs

string

Monto de tolerancia de tarifa absoluta

Ejemplo:

"0.01"

feeTolerancePct

string

Tolerancia de tarifa en porcentaje

Ejemplo:

"0.5"

feeNormalization

enum<string>

Modo de normalización de tarifas

Opciones disponibles:

NET,

GROSS

Ejemplo:

"NET"

autoMatchOnUpload

boolean

Si se activa la conciliación automáticamente tras la carga de archivos

Ejemplo:

false

sources

object[]

Lista opcional de fuentes para crear en línea con el contexto

Maximum array length: 10

Show child attributes

rules

object[]

Lista opcional de reglas de conciliación para crear en línea con el contexto

Maximum array length: 50

Show child attributes

Respuesta

Contexto creado correctamente.

La respuesta incluye el encabezado X-Idempotency-Replayed.

Si el valor es false, la solicitud acaba de ser procesada. Si el valor es true, la respuesta es una reproducción de una solicitud procesada anteriormente.

Consulte Reintentos e idempotencia para más detalles.

Contexto de configuración para reglas de conciliación

string

Identificador único del contexto

Ejemplo:

"019c96a0-10a0-72d2-9fb0-2b7de8093182"

tenantId

string

ID del tenant al que pertenece este contexto

Ejemplo:

"019c96a0-0a98-7287-9a31-786e0809c769"

name

string

Nombre del contexto de conciliación

Ejemplo:

"Bank Reconciliation Q1"

type

enum<string>

Tipo de topología de conciliación

Opciones disponibles:

1:1,

1:N,

N:M

Ejemplo:

"1:1"

interval

string

Intervalo de ejecución

Ejemplo:

"daily"

status

enum<string>

Estado actual del contexto

Opciones disponibles:

DRAFT,

ACTIVE,

PAUSED,

ARCHIVED

Ejemplo:

"ACTIVE"

feeToleranceAbs

string

Monto de tolerancia de tarifa absoluta

Ejemplo:

"0.50"

feeTolerancePct

string

Tolerancia de tarifa en porcentaje

Ejemplo:

"0.01"

feeNormalization

enum<string>

Modo de normalización de tarifas

Opciones disponibles:

NET,

GROSS

Ejemplo:

"NET"

autoMatchOnUpload

boolean

Si la conciliación se activa automáticamente tras la carga de archivos

Ejemplo:

false

createdAt

string

Marca de tiempo de creación en formato RFC3339

Ejemplo:

"2025-01-15T10:30:00.000Z"

updatedAt

string

Marca de tiempo de última actualización en formato RFC3339

Ejemplo:

"2025-01-15T10:30:00.000Z"

Listar contextos de conciliación

Obtener un contexto de conciliación

⌘I

Primeros pasos

API de Contextos de Configuración

API de Reglas de Coincidencia

API de Fuentes

API de Mapeo de Campos

API de Tablas de Tarifas

API de Configuración de Reglas de Tarifas

API de Programaciones

Flujo de excepciones

Acciones masivas

Comentarios

Credenciales de callback

API de Disputas

API de Trabajos de Exportación

API de Gobernanza

Trabajos de ingestión

Diseños y formatos

Revisiones de extracción

Extracción de documentos

Ejecuciones de matching

Matching manual y ajustes

Candidatos y partidas abiertas

Sugerencias de reglas

Panel y métricas

Informes

Exportaciones

Estado del descubrimiento

Conexiones de descubrimiento

Extracciones

Conexiones de agregadores

Webhooks de agregadores

Manejo de errores

Crear un contexto de conciliación

Autorizaciones

Encabezados

Cuerpo

Respuesta