Match Actions

Matches can be reviewed, and different actions can be taken on and through the Matches page.

Automatic Matches

Automatic matches are generated by the system based on the match rules created for the match set and can be unmatched by the Approvers, Transaction Matching Administrator, and OneStream Administrators.

View Automatic Matches

To display automatic matches in the Matches grid, on the Matches page, select Automatic from the Type drop-down list.

Accepting/Unaccepting Suggested Matches

Suggested matches are matches made by the system that require acceptance. They may also require approval if Require Approval - Suggested is set under Match Set Options.

Accept Suggested Matches

  1. In the Matches grid, select the matches that you want to accept. You can select multiple matches and accept them together.

  2. In the Selected Matches pane, click Accept.

Unaccept Suggested Matches

A suggested match that has been accepted can be unaccepted if it is still unapproved. If it is already approved, it must be unapproved before the suggested match can be unaccepted.

  1. In the Matches grid, select the accepted match.

  2. In the Match pane, click Unaccept.

Approving/Unapproving Suggested and Manual Matches

Approve Matches

Automatic matches are approved when the match is made. Approving an unaccepted suggested match will bypass acceptance and approve the match in a single action.

  1. In the Matches grid, select the matches that you want to approve. You can select multiple matches and approve them together.

  2. In the Selected Matches pane, click Approve.

Unapprove Matches

  1. In the Matches grid, select the approved matches you want to unapprove. You can select multiple matches and unapprove them together.

  2. In the Match pane, click Unapprove.

Segregation of Duties

Transaction Matching honors strict Segregation of Duties for manual matches. If a user creates a Manual Match, the approval must be performed by another user.