Guided Matching FAQs

What are the known limitations?

Guided Matching does not support roll-up summary fields of transactions on the related transaction set.

What triggers Guided Matching?

Guided Matching is triggered by status changes on Transaction an Inbound Report records to New or Unmatched.

When is a Guided Matching job automatically retried?

When the job fails and the exception message contains UNABLE_TO_LOCK_ROW, the job is retried.

Where is the Guided Matching setup stored?

The setup is stored in the custom object Guided Matching Setup (cpm__Guided_Matching_Setup__c) as a JSON file. These records can be used to quickly implement the same setup in another org by copying the JSON to the new record.

If an inbound report fails, does FinDock automatically retry Guided Matching?

Failed status indicates there is an issue with the inbound report that needs to be resolved. Once the issue is resolved, you can manually retry Guided Matching on the record, either all rules or just the rule that failed.

How should I use Guided Review?

This one needs a longer response, so see the separate Guided Review FAQ for details.