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--- match_deductions [2024/10/09 11:20] – tina.robles
+++ match_deductions [2025/09/18 18:17] (current) – tina.robles
@@ Line 172: / Line 172: @@
 NOTE: If the Deduction Label is Rebill Sent or Not Paid at GoSimple - Working, clicking the Deduction Maintenance button will NOT update the label on those deductions.
+**Enhanced Deduction Processing: Implementation of Bulk Matching Capability**
+A new multi-claim matching functionality has been implemented within the deduction interface.
+  * Feature Activation:  A dedicated bulk matching button becomes active when multiple claims are selected in the left panel
+  * Efficiency Enhancement:  Enables simultaneous matching of multiple claims to a single deduction through a streamlined, one-click process
+This enhancement significantly improves processing efficiency for complex deduction scenarios requiring multiple claim associations.
+{{:pasted:20241220-202235.png}}
 -----
@@ Line 199: / Line 209: @@
 -----
+**Deduction Management Enhancement: Reopen Functionality**
+A new deduction reopening capability has been implemented exclusively for incremental clients, providing authorized users with the ability to reactivate previously closed deductions through an enhanced user interface.
+__Access Requirements__
+**User Authorization**
+  * Role-Based Access: Users must possess the designated role permissions for deduction reopening functionality
+  * Client Type Restriction: Feature availability limited to incremental client configurations only
+**Data Prerequisites**
+  * Incremental Feed Requirement: Active incremental deduction feed must be configured (new deductions only)
+  * Closed Deduction Status: Target deductions must be in "Closed" status to qualify for reopening
+__User Workflow & Navigation__
+**Step-by-Step Process**
+. Access Deduction Interface
+  * Navigate to the deduction management screen
+  * Click "Reload Deductions" to refresh the current dataset
+. Filter Configuration
+  * Modify Deduction Active State filter to "Closed"
+  * System displays all closed deductions available for review
+. Deduction Selection
+  * Select the specific deduction requiring reopening
+  * System validates user permissions and deduction eligibility
+. Reopen Execution
+  * "REOPEN Deduction" button becomes available for qualified deductions
+  * Click to initiate the reopening process
+  * System updates deduction status and audit trail
+**Feature Constraints**
+  * Client Scope: Incremental clients exclusively
+  * Feed Dependency: Requires active incremental deduction feed configuration
+  * Permission Validation: Real-time role verification before button activation
+**System Behavior**
+  * Dynamic Button Display: Reopen button appears only when all eligibility criteria are satisfied
+  * Status Management: Automated status transition from "Closed" to "Active"
+  * Audit Compliance: Complete action logging for regulatory and operational tracking
+**Business Benefits**
+  * Operational Flexibility: Enables correction of prematurely closed deductions
+  * Process Efficiency: Streamlined workflow for deduction lifecycle management
+  * Compliance Support: Maintains audit trail integrity while providing necessary operational controls
+  * User Experience: Intuitive interface design with role-appropriate functionality
+**Security & Compliance**
+  * Access Control: Role-based permissions ensure appropriate user authorization
+  * Data Integrity: Systematic validation prevents unauthorized or inappropriate reopening actions
+  * Audit Trail: Comprehensive logging of all reopening activities for compliance reporting
+{{:pasted:20250918-181453.png}}
+{{:pasted:20250918-181520.png}}

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