5. Match Transactions

The Match Transactions page is shown below. An auto-matching process will be done to match the policies and transactions as soon as the Match Page opens, and all matches will be displayed in the Matched field. Click the dropdown arrow to view the full transactions for a policy.

The transactions will be listed with a similarity score that is sorted by the highest score. This is used to show the match percentage. Next to it is a Match checkbox. Select the checkbox that matches the transaction to make a match. If no transactions are matched in the policy, it will be marked as unmatched.

The Details tab has an eye icon, which can be used to view details of the transaction. Click on it to view more details.

The Show Unmatched only checkbox will only show unmatched transactions when selected, as shown in the image below.

There is also an option to search using a policy number. Type the policy number in the Search Policy Numbers bar.

The Re-match Transactions button is used to pull recent data from the AMS and match. Click the button to re-match. A pop-up message will display on the top left of the screen to show when the re-match has been done, as shown in the image below.

Once you are happy with the matches, click the Confirm Matches button to confirm them.

This will open the Transaction Summary page below. Here, an AL3 file can be downloaded using the Download AL3 button. Alternatively, click the Complete button to mark the transaction as complete.