The Multiple manual matching feature enhances flexibility in managing exceptions which cannot be automatically rolled up with other records based on the defined roll-up rules.
When records remain unmatched, you can now manually select multiple records from Side A and Side B of reconciliation and match them together. This feature supports both 1-to-many and many-to-many matching.
Enabling Multiple manual matching
The feature is available for 2-sided reconciliations only.
In addition, in order to use this feature your process should have the Exceptions workflow enabled.
- Navigate to your process Settings → Exceptions workflow.
- Enable the Multiple manual matching toggle.
- Select Aggregate Fields (Sum/Average) to specify which attributes are aggregated during matching. Average function can be selected for decimal-type fields.
- (Optional) Configure a Manual matching control field to ensure only records with identical values on both sides can be matched. If not selected, no restriction will apply.
Once enabled, you can select records that are Under Review and apply the Manual match action from the right-hand Actions → Workflow Actions menu.
As soon as the record is manually matched, the record is moved to Closed bucket. The whole history of actions applied to the record will be available from the right-hand side menu → History tab.
When the record is manually matched, you can check the list of records that were matched by clicking on View in the Roll-ups field.
Please note that in order to be able to manually match the records with this feature, all selected records should be unmatched and not part of the roll-up records.
Also, you should have a standard “manual matcher” permission assigned to you on the process level to be able apply the Multiple manual matching action.
For standard, 1-to-1 manual matching, Manual matching feature should be used.
Break apart multiple manual matches
Records that have been matched using multiple manual matching can later be broken apart, allowing you to re-open and reprocess them as separate exceptions.
Things to note:
- Only multiple manual matches in an Under Review status can be broken apart.
- When executed, Break apart action splits the grouped multiple manual matches back into individual records.
- Once broken apart, the same grouping will not be applied automatically in future runs, even if identical records reappear.
- Standard Break apart behaviour for single manual matches remains unchanged.
Record tracking and auto close behaviour in context of Multiple manual matching
A Multiple manual match will re-appear in future runs as forced multiple partial match when the following conditions are met:
- The process run is executed with Multiple manual matching enabled,
- Record tracking is turned on,
- Auto close is turned on.
Multiple manual matches respect both limited and unlimited record tracking.
The Track Constituents setting does not affect Multiple manual matching behaviour:
- Multiple manual matches inherently operate with tracked constituents,
- Non-Multiple manual matched records follow standard track constituents rules.
Implications of Break Apart functionality with Multiple manual matches
- Breaking apart a Multiple manual match prevents it from reoccurring in future runs.
- Once broken apart, those records disintegrate into individual unmatched constituents.
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All records involved in the original multiple manually matched record must be resubmitted for the multiple manually matched record to reappear.
- If any record is missing from the previous multiple manual match, no forced aggregation occurs.
- If a record has been included in multiple manual matches in different runs, only the most recent match will determine how it is processed.
- All configured control fields must have identical values for aggregation and forced matching to occur.
- Upon re-occurrence, forced multiple manual matches will always use the latest Multiple manual match configuration (aggregation and control field settings).