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--- auto_matching_rules [2024/11/06 20:01] – tina.robles
+++ auto_matching_rules [2025/02/26 13:44] (current) – tina.robles
@@ Line 265: / Line 265: @@
 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}}
+-----
+Key improvements outside of the normal deduction rules:
+  * 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'
+  * 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'

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