Matching Configuration
API Name: MatchingConfiguration__c
Configuration records for Bank Statement Item matching
| Label | API Name | Type | Description |
|---|---|---|---|
| Name | Name |
Text | |
| Active | Active__c |
Checkbox | Activate this configuration |
| Description | Description__c |
Text(255) | The matching configuration description |
| Parser Config | ParserConfig__c |
LongTextArea(131072) | JSON expression that defines an input string filter |
| Priority | Priority__c |
Number(18, 0) | Priority of the configuration, lower gets executed first. |
| Search Config | SearchConfig__c |
LongTextArea(131072) | JSON expression that defines a search customization |
| Template | Template__c |
Picklist | Predefined search component template used for matching Picklist values: FindAccountByExtractingAccountNumberFromReference, FindAccountByExtractingContactNumberFromReference, FindAccountByMatchingTheCreditorOrDebtorNameAgainstTheAccount, FindAccountByMatchingTheCreditorOrDebtorNameAgainstTheContact, FindAccountByIBAN, FindEntryByStatementNumber, FindEntryByMatchingTheAmount, FindEntryByCorrelatingDates, FindEntryByCustomField |