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auto_matching_rules [2019/03/20 09:37] – lisa.maloneyauto_matching_rules [2025/02/26 13:44] (current) – tina.robles
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-**__Deduction Auto Matching__**+**__Deduction Auto Match Settings and Rule Configuration__**
  
-We have these settings: +**Deduction Settings** 
-  * strip leading zeros deduction invoice - if true leading zeros are removed +The deduction settings allow for automatic matching of claims to deductions by modifying information in specified fields. The following options are available: 
-  * strip leading zeros claim invoice - if true leading zeros are removed + 
-  * strip alpha deduction invoice - if true alpha characters are removed +**Field Modification Options** 
-  * strip alpha claim invoice - if true alpha characters are removed + 
-  * match claimant to parent grouping - if true matches claimant to parent grouping +**IMPORTANT**:   When using these settings, it is recommended that if you turn a setting on you do it for all three fields – Claim invoice, Deduction Hint, and Deduction Invoice 
-  * match claimant to buying grouping - if true matches claimant to buying grouping + 
-  * match deduction company to parent grouping - if true matches deduction company to parent grouping +• **Allow contains**:  This will look for matches between the three fields (deduction hint, deduction invoice, and claim invoice).  The contains option is from deduction invoice to claim invoice. This approach enhances match accuracy by identifying partial matches rather than requiring exact correspondence.  **Example**:  Deduction invoice 012345/P/0456, claim invoice 12345 
-  * match deduction company to buying grouping - if true matches deduction company to buying grouping + 
-  * automatch_deduction_number_exclusion_pattern character varying - this setting is a pattern of text entered where if it matches the deduction number it does not try to automatch.  Example: if "DE" is entered it would not attempt an automatch on deduction numbers that have DE in them.+• **Match options**:  This is used for customers where the deduction customer names are different company id than what is used on the claims.  **Example**:  Deduction is the Plan to company id and the claims are at the Ship to company id.  
 + 
 +• **Stripping Alpha**: Removes all alphabetic characters from the field. 
 + 
 +• **Stripping Characters**: Removes any non-alphanumeric characters from the field. 
 + 
 +• **Stripping Zeros**: Removes all leading zeros from the field. 
 + 
 +**Note**: If a claim is already matched to a deduction, it will not be matched to another deduction. 
 + 
 +{{:pasted:20241008-131933.png}} 
 + 
 +----- 
 + 
 +**Configurable Fields** 
 + 
 +A) Allow contains Match on comparison Fields 
 + 
 +B) Match Claimant 
 +   - Parent Grouping 
 +  -  Buying Group 
 + 
 +C) Match deduction 
 +   - Parent Grouping 
 +  - Buying Grouping 
 + 
 +D) Strip Alpha  
 +  - Deduction Invoice 
 +  - Claim Invoice 
 +  - Deduction Hint 
 + 
 +E) Strip Characters 
 +  - Deduction Invoice  
 +  - Claim Invoice 
 +  - Deduction Hint 
 + 
 +F) Strip Leading Zeros Deduction Invoice 
 +  - Deduction Invoice 
 +  - Claim Invoice 
 +  - Deduction Hint 
 + 
 +Below are a few examples of what settings would need to be true for the below to auto match.   
 + 
 +__PFG NJ__ 
 +  - Deduction customer name/id – PFG NJ 44444 
 +  - Deduction Invoice num = 0168129/P/0410 
 +  - Claimant Claim name/id = PFG New Jersey 12345 
 +  - Claim Invoice num = 168129 
 +  - Deduction Hint = (blank) 
 +  - **Recommendation**:  The deduction invoice number contains extra information compared to the claim.  The 0 in front and al the data after the 9.   Also, the company ids are different.  They are the same company but different levels in the distributor hierarchy.   
 +Strip leading zeros from Deduction invoice number  
 +  
 +Strip characters from Deduction invoice number 
 + 
 +Contains setting on 
 + 
 +Match claimant to parent group and match deduction company to parent 
 +     
 +__Ben E Keith Edmond__ 
 +  - Deduction customer name/id – BEK Edmond 787878 
 +  - Deduction Invoice num = FOK6661029702-00 
 +  - Claimant Claim name/id = BEK Edmond 787878 
 +  - Claim Invoice num = 66610297 
 +  - Deduction Hint = (blank) 
 +  - **Recommendation**:  The deduction invoice numbers has extra alpha in the front and extra numbers and characters after the 7 
 +Strip alpha from Deduction invoice number 
 + 
 +Strip characters from Deduction invoice number 
 + 
 +Contains setting on 
 + 
 +__Kroger__ 
 +  - Deduction customer name/id = Kroger 22222 
 +  - Deduction Invoice num = 0090222423-CM 
 +  - Claimant Claim name/id = Kroger 22222 
 +  - Claim Invoice num = 90222423 
 +  - Deduction Hint = (blank) 
 +  - **Recommendation**:  The deduction invoice numbers has extra zeros in the front and an extra character and letters after the 3 
 +Strip leading zeros from Deduction invoice number
      
-Based on these settings, we will do different things for auto-matching.+Strip alpha from Deduction invoice number 
 + 
 +Strip characters from Deduction invoice number 
 + 
 +Contains setting on 
 +     
 +__Dot Foods__ 
 +  - Deduction customer name/id = Dot Foods 12345 
 +  - Deduction Invoice num = DEE8618076 
 +  - Claimant Claim name/id = Sygma Denver Dot 87910 
 +  - Claim Invoice num = 2024 KDM_215685 
 +  - Deduction Hint = DEE-8618076 
 +  - **Recommendation**:  The deduction hint contains a character (-) but the invoice number does not. Strip leading zeros from Deduction invoice number   
 +Strip characters from Deduction hint 
 + 
 +Deduction AGG will take care of the completely different company names so no setting needed for that part  
 +----- 
 + 
 +**Auto Set Labels** 
 +These rules will only work on OPEN deductions with a label of NONE. 
 + 
 +{{:pasted:20241008-134750.png}} 
 + 
 +**Adding a new rule** 
 +1.  Click the "Add Deduction Rule" button 
 + 
 +{{:pasted:20241008-134852.png}} 
 + 
 +2. Provide a rule name and select the deduction label to auto-set 
 + 
 +{{:pasted:20241008-134956.png}} 
 + 
 +3. Begin creating the rule criteria. 
 + 
 +**Important** – the criteria always should be on top, then the criteria  
 + 
 +Example – if you want invoice contains DE or DEE then the OR should first then the invoice criteria below the OR 
 + 
 +{{:pasted:20241008-135315.png}} 
 + 
 +Use the dark plus icon to add AND/OR logic for multiple criteria. 
 + 
 +Use the light plus icon to add parameters to your rule. 
 + 
 +{{:pasted:20241008-135454.png}} 
 + 
 +**Parameter Configuration** 
 + 
 +1. Select the field from the dropdown menu (includes all deduction screen fields and custom CDF fields). 
 + 
 +2. Choose the appropriate condition for the selected field. 
 + 
 +3. Enter the specific criteria value. 
 + 
 +{{:pasted:20241008-185116.png}} 
 + 
 +The second box is how to look at the criteria, the choices will change based off the field you choose in the first box 
 + 
 +{{:pasted:20241008-185204.png}} 
 + 
 +If you make a mistake, you can click the trash can icon to delete the information 
 + 
 +{{:pasted:20241008-185243.png}} 
 + 
 +**Condition Options** 
 + 
 +1) Equal to 
 + 
 +2) Contains 
 + 
 +3) Not contains 
 + 
 +4) Starts with 
 + 
 +5) Ends with 
 + 
 +6) Total Characters 
 + 
 +7) Greater than 
 + 
 +8) Less than 
 + 
 +Value is where you add the specific criteria  
 + 
 +{{:pasted:20241008-185417.png}} 
 + 
 +If you try to setup a second rule with the same fields chosen in the new deduction label rules you will get this error. 
 + 
 +{{:pasted:20241022-195624.png}} 
 + 
 +**Saving and Modifying Rules** 
 + 
 +Click the "Save" button in the bottom right corner to save your rule configuration. 
 + 
 +{{:pasted:20241008-185526.png}} 
 + 
 +To remove a rule, click the delete button on the far right side of the rule's row. 
 + 
 +By following these procedures, you can efficiently set up and manage deduction auto-match settings and rules, streamlining the claim matching process. 
 + 
 +{{:pasted:20241008-185622.png}} 
 + 
 +**Updating data for a line** 
 + 
 +Double click on the line and the screen will pop up so you are able to make edits.   
 + 
 +{{:pasted:20241008-185727.png}} 
 +----- 
 + 
 +**Deduction Scoring** 
 + 
 +Match Score Calculation (0-4 points): 
 + 
 +1. Company to company or company to deduction aggregator parent match (1 point) 
 + 
 +2. Deduction amount requested matches claim invoice's amount requested within $0.01 (1 point) 
 + 
 +3. Deduction number matches claim's deduction hint OR deduction invoice number matches claim's deduction hint OR deduction invoice number matches claim's invoice number (2 points) 
 + 
 +__Score Interpretation:__ 
 + 
 +• 4: Absolute match (company, invoice/hint, amount) 
 + 
 +• 3: Invoice/hint match AND either company or amount match 
 + 
 +• 2: Invoice/hint match OR company and amount match 
 + 
 +• 1: Either company or amount match 
 + 
 +• 0: No matches 
 + 
 + 
 +__Eligibility Criteria:__ 
 + 
 +Claims 
 + 
 +• Not in DRAFT or HOLD state 
 + 
 +• If REJECTED, reason must not be 'DUPLICATE_CLAIM' or 'CLAIM_ENTERED_IN_ERROR' 
 + 
 +• Requested amount not fully tied to deductions 
 + 
 +Deductions: 
 + 
 +• In OPEN state 
 + 
 +• Amount requested not fully tied to claims 
 + 
 +• Deduction number doesn't contain client's automatch_deduction_number_exclusion_pattern (if applicable) 
 + 
 +**Match Pass Sequence**: 
 + 
 +1. Credit Matches (Exact, Any Hint): 
 +C2C: Company-to-Company, one side negative 
 + 
 +P2C: Parent-to-Company, one side negative 
 + 
 +G2G: Group-to-Group, one side negative (if enabled) 
 +   
 +2. Debit Matches (Exact, Any Hint): 
 +C2C: Company-to-Company, both sides positive 
 + 
 +P2C: Parent-to-Company, both sides positive 
 + 
 +G2G: Group-to-Group, both sides positive (if enabled) 
 +   
 +3. Fuzzy Matches (Open Debit, Open): 
 +DedNumHint: Deduction number matches hint, amounts match 
 + 
 +DistInvNumHint: Deduction invoice number matches hint, amounts match 
 +   
 +4. Score-Match-Singleton: 
 +Utilizes the scoring system defined above 
 + 
 +This structure provides a clear, professional overview of the deduction matching process, highlighting the key components and their relationships. 
 + 
 +----- 
 + 
 +**Enhancements to Deduction Management System** 
 + 
 +Refined Auto-Match Algorithm: 
 +  * The deduction auto-match process has been optimized to consider only one rolling year. 
 +  * Matching now compares deduction creation date against claim date. 
 +  * This refinement aims to minimize erroneous matches caused by incorrect invoice numbers on deductions. 
 + 
 +Expanded Deduction Settings: 
 +Building upon the previously implemented automatic label update feature, we have introduced additional     functionality: Automatic note generation capability for deductions. This enhancement provides more comprehensive explanations for label assignments, improving transparency and traceability in the 
 +deduction management process. 
 +     
 +{{:pasted:20241220-195310.png}}     
 +     
 +**Deduction Rule Editor Enhancement: Expanded Deduction Parameters** 
 + 
 +The Rule Editor functionality has been augmented to include additional deduction parameters, specifically incorporating an equal to comparison option for deduction amount requests. This enhancement provides greater precision in rule configuration capabilities. 
 + 
 +{{:pasted:20241220-195548.png}} 
 + 
 +Advanced Deduction Invoice Number Filtering 
 + 
 +The Rule Editor has been expanded to include sophisticated invoice number filtering options for deductions. New criteria have been implemented: 
 + 
 +  * Not Starts With condition 
 +  * Not Ends With condition 
 + 
 +These additions allow for more nuanced and precise rule definitions when processing deductions based on invoice 
 +number characteristics 
 + 
 +{{:pasted:20241220-195751.png}} 
 + 
 +Deduction Amount Remaining Criterion 
 + 
 +A new equality comparison option has been implemented in the Rule Editor for the Deduction Amount Remaining 
 +parameter. This addition allows for precise rule creation based on the exact outstanding balance of deductions. 
 + 
 +{{:pasted:20241220-195916.png}} 
 + 
 +-----
  
-First thing we do is get a list of deductions which need to be matched, and optionally strip leading zeros and alpha characters from the invoice number.+Key improvements outside of the normal deduction rules:
  
-Next we get a list of claims and do the same to the invoice number there based on its settings.+  * WHEN deduction_state IN ('CLEARED', 'BALANCED') AND deduction_label NOT IN ('NONE')THEN UPDATE TO 'NONE'
  
 +  * WHEN deduction_state IN ('COMPLETE') AND deduction_label NOT IN'REBILLABLE',REBILL_SENT',NOT_PAID_AT_GOSIMPLE_WORKING')AND (active deduction_claim_balance is within 0.01 AND the claim_state is not REJECTED AND claim_reason_code not 'NOT_PAID_AT_GOSIMPLE')THEN 'REBILLABLE'
  
-**First Pass**:  match is exact (with the previously applied settings for invoice number manipulation):+  * WHEN deduction_state IN ('COMPLETE') AND deduction_label NOT IN ('NOT_PAID_AT_GOSIMPLE','NOT_PAID_AT_GOSIMPLE_WORKING', 'REBILL_SENT')AND (active deduction_claim_balance is within 0.01 AND the claim_state is not REJECTED AND claim_reason_code not 'NOT_PAID_AT_GOSIMPLE')THEN 'NOT_PAID_AT_GOSIMPLE'
  
-  * Claim company = deduction company  -- includes aggregate companies 
-  * AND claim invoice number = deduction invoice number OR claim deduction number hint = deduction invoice number OR claim deduction number hint = deduction number) 
-  * AND claim invoice amount requested = deduction  amount remaining  
-  * AND there is enough money left on the deduction / claim to match 
  
-**Second Pass**: 
  
-  * claim buying group = deduction buying group OR claim parent group = deduction parent group) -- uses the settings to know if it should do the match on buying / parent group 
-  * AND claim invoice number = deduction invoice number OR claim deduction number hint = deduction invoice number OR claim deduction number hint = deduction number) 
-  * AND claim invoice amount requested = deduction  amount remaining  
-  * AND there is enough money left on the deduction / claim to match 
  
-**Third Pass**: 
-  * AND (claim  deduction number hint = deduction number)  
-  * AND there is enough money left on the deduction / claim to match 
  
auto_matching_rules.1553074664.txt.gz · Last modified: 2019/03/20 09:37 by lisa.maloney

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