After you create datasets, the next step is to create match groups. This is where you define your use case. You can create or change a match group. Each match group includes a set of datasets and rules for matching. The system will match transactions in the datasets based on these rules.
Use the Match Groups form to create match groups:
- Select Explorer in the navigation pane.
- Expand Fluence > Transaction Matching > Maintenance folders, and open the Match Groups form.
To create a match group, fill out these fields in the form:
| Field | Description |
| Match Group | Name of your match group. |
| Description | A short description for your match group. This field is optional. |
| Manual Match Max Variance | The maximum allowed variance for manual matching. This determines how much difference is allowed between transactions for manual matches. For example, setting it to 1000 ± 1000 dollars allows a variance of $1,000. Leaving it blank means no variance is allowed. |
| Active | Indicates if a match group is active or not. |
| Datasets | Link to open the Match Group Datasets form. You can add as many datasets as needed. |
| Rules | Link to open the Match Rules form. Use this link to define match group rules from within the form. The Match Group parameter will be automatically passed, and the form will open with the rules associated with that match group. |
| Duplicate | Link or button to duplicate or copy a match group. This is useful when matching rules change. Duplicate an old match group, deactivate it to archive it, then modify the new one for future use. The new match group will be created with the same name followed by _Copy, which you can update afterward. |
- Select Add Row from the Edit menu to add a new row to the Match Group with no matches list.
- Name your match group, for example, Bank to GL Matching.
- Add a short description.
- Set a value for Manual Match Max Variance.
- Choose whether the match group is active or not, for example, Y for active, and N for inactive.
- Select Save Data from the Form menu.
After saving the changes, you must run the matching rules for them to take effect:
- Select Process Matching Rules, then
- Create a Calculation task in an existing workflow or a new one, save, and run the process.
- Inactive match groups move to the Inactive Match Groups list, and their rules are disabled and will no longer run.
- You can't update, rename, or delete an inactive group. You can only activate it. This feature allows users to archive older match groups, which can later be reactivated with the same datasets in a new scenario.
- Active match groups with matches or supporting items move to the Match Group with matches list. This shows the match groups that contain matches or supporting items. You can't delete the match group unless all associated matches and supporting items related to transactions within the match group are removed. This protection ensures that users don't accidentally delete match groups that already contain matches or supporting items.
- You can update active match groups with matches or supporting items, but you can't delete them unless you first remove all matches and their associated items.
This prevents accidental deletion of match groups with items, which could lead to audit issues. - You can archive older match groups and reactivate them with the same datasets in a new scenario.
