Telus TPM Documentation
Deduction Auto Match Settings and Rule Configuration
Deduction Settings The deduction settings allow for automatic matching of claims to deductions by modifying information in specified fields. The following options are available:
Field Modification Options
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
• 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 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.
Configurable Fields
A) Allow contains Match on comparison Fields
B) Match Claimant
C) Match deduction
D) Strip Alpha
E) Strip Characters
F) Strip Leading Zeros Deduction Invoice
Below are a few examples of what settings would need to be true for the below to auto match.
PFG NJ
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
Strip alpha from Deduction invoice number
Strip characters from Deduction invoice number
Contains setting on
Kroger
Strip leading zeros from Deduction invoice number
Strip alpha from Deduction invoice number
Strip characters from Deduction invoice number
Contains setting on
Dot Foods
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.
Adding a new rule 1. Click the “Add Deduction Rule” button
2. Provide a rule name and select the deduction label to auto-set
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
Use the dark plus icon to add AND/OR logic for multiple criteria.
Use the light plus icon to add parameters to your rule.
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.
The second box is how to look at the criteria, the choices will change based off the field you choose in the first box
If you make a mistake, you can click the trash can icon to delete the information
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
If you try to setup a second rule with the same fields chosen in the new deduction label rules you will get this error.
Saving and Modifying Rules
Click the “Save” button in the bottom right corner to save your rule configuration.
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.
Updating data for a line
Double click on the line and the screen will pop up so you are able to make edits.
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:
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.
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.
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:
These additions allow for more nuanced and precise rule definitions when processing deductions based on invoice number characteristics
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.
