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--- auto_matching_rules [2024/12/20 20:00] – tina.robles
+++ auto_matching_rules [2026/04/30 19:06] (current) – tina.robles
@@ Line 19: / Line 19: @@
 **Note**: If a claim is already matched to a deduction, it will not be matched to another deduction.
+**Note**: If a rule is unchecked for the deduction it should also be unchecked for the claim. Example-if Strip Alpha Claim Invoice is unchecked, then Strip Alpha Deduction Invoice should ALSO be unchecked.
 {{:pasted:20241008-131933.png}}
@@ Line 197: / Line 199: @@
 {{:pasted:20241008-185727.png}}
+-----
+Two passes that auto match prior to scoring:
+  - deduction_number to claim deduction_hint
+  - distributor_invoice_number from deduction to claim deduction_hint but only when the hint starts with "de"
 -----
@@ Line 276: / Line 284: @@
 Expanded Deduction Settings:
-  * Building upon the previously implemented automatic label update feature, we&#39;ve introduced additional
+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
-    functionality: a) Automatic note generation capability for deductions. b) This enhancement provides more
+deduction management process.
-    comprehensive explanations for label assignments, improving transparency and traceability in the
-    deduction management process.
 {{:pasted:20241220-195310.png}}
@@ Line 307: / Line 313: @@
 {{: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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