Telus TPM Documentation

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Deduction Auto Matching

We have these settings:

• strip leading zeros deduction invoice - if true leading zeros are removed
• strip leading zeros claim invoice - if true leading zeros are removed
• strip alpha deduction invoice - if true alpha characters are removed
• strip alpha claim invoice - if true alpha characters are removed
• match claimant to parent grouping - if true matches claimant to parent grouping
• match claimant to buying grouping - if true matches claimant to buying grouping
• match deduction company to parent grouping - if true matches deduction company to parent grouping
• match deduction company to buying grouping - if true matches deduction company to buying grouping
• automatch_deduction_number_exclusion_pattern character varying - this setting is a pattern of text entered where if it matches the deduction number it does not try to automatch. Example: if “DE” is entered it would not attempt an automatch on deduction numbers that have DE in them.

Based on these settings, we will do different things for auto-matching.

First thing we do is get a list of deductions which need to be matched, and optionally strip leading zeros and alpha characters from the invoice number.

Next we get a list of claims and do the same to the invoice number there based on its settings.

First Pass: match is exact (with the previously applied settings for invoice number manipulation):

• Claim company = deduction company – includes aggregate companies
• AND (claim invoice number = deduction invoice number OR claim deduction number hint = deduction invoice number OR claim deduction number hint = deduction number)
• AND claim invoice amount requested = deduction amount remaining
• AND there is enough money left on the deduction / claim to match

Second Pass:

• (claim buying group = deduction buying group OR claim parent group = deduction parent group) – uses the settings to know if it should do the match on buying / parent group
• AND (claim invoice number = deduction invoice number OR claim deduction number hint = deduction invoice number OR claim deduction number hint = deduction number)
• AND claim invoice amount requested = deduction amount remaining
• AND there is enough money left on the deduction / claim to match

Third Pass:

• claim deduction number hint = deduction number
• AND there is enough money left on the deduction / claim to match