Matches

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The Matches page displays a grid containing all matches made for the active Match Set and allows for Match Actions like Accepting, Approving, and Unmatching.

Matches are displayed in a Match Grid View (MGV), with a numerical summary on the header bar. The results in the MGV display can be further customized by selecting filters from the drop-down list.

NOTE: Only matches for the current workflow period are displayed.

Match Filters

The Match filters narrow down the matches displayed in the grid.

Filter Name	Filter Option	Description
Type	Manual	Require review and approval
	Suggested	Require review and acceptance
	Automatic	Created by the system via Rules
Rule	List	Dynamic list populated with all match set rules
Status	All	All Status states
	Pending	Suggested matches that have not yet been accepted
	Matched	Automatic, Accepted, Suggested, and Manual Matches
Approval	All	All Approval states
	Unapproved	Not yet been approved or a previous approval was retracted
	Approved	Approved either automatically or manually
	Not Required	Applies to Matches that are set to Approval Not Required for Manual and/or Suggested.
Reason Code	List	Dynamic list populated with all match set reason codes
Date Range	Today	Timespan
	7 Days
	All

Header Bar Metrics

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The header bar displays the number of unapproved, pending, and total matches. A Refresh icon is also available to refresh the Matches grid with the latest information.

Matches Columns

Change the order in which Matches are displayed by clicking the Filter icon of any column.

Match
Type
Rule
Match By
Match Date (UTC)
Status
Status By
Status Date (UTC)
Approval
Approval By
Approval Date (UTC)
Reason Code
Match Period
Summary fields across each data set
Match Date

To Select	Do This
A single row	Click anywhere in the row or click the row’s checkbox
Multiple non-contiguous rows	Click anywhere in a row. Hold down the Ctrl key and select the next row. Repeat until all rows are selected.
A contiguous group of rows	Click the first row of the group. Hold down the Shift key and select the last row of the group.
Multiple contiguous groups of rows	Click the first row of the group. Hold down the Shift key and select the last row of the group. Hold down the Ctrl key and select the first row of the next group. Press and hold Ctrl+Shift and select the last row of the next group.
Rows on multiple pages	Perform the steps for the row type you want to select. Repeat until all rows on the page are selected. Click the next page and repeat the procedure until all rows on all pages are selected.