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auto_matching_rules [2024/12/20 20:01] tina.roblesauto_matching_rules [2025/02/26 13:44] (current) tina.robles
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 Expanded Deduction Settings: Expanded Deduction Settings:
-  * Building upon the previously implemented automatic label update feature, we have 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: Automatic note generation capability for deductions. 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}}     {{:pasted:20241220-195310.png}}    
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 {{:pasted:20241220-195916.png}} {{: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'
 +
  
  
  
  
auto_matching_rules.1734724915.txt.gz · Last modified: 2024/12/20 20:01 by tina.robles