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The options presented will generally include at least one existing record that could be a match. Note that certain match rules can create a potential match even when only one candidate is found. If none of the presented options are correct, the user can create a new match record (ie: assign a unique Reference Identifier) by selecting the appropriate option.
Notifications
When a pending match is generated for a System of Record configured for External resolution, Match can generate a notification to inform the Reconciliation Manager of the pending request. Notification addresses can be configured for each System of Record, or for the Matchgrid as a whole via Matchgrid Settings. If a System of Record-specific address is configured, it will take precedence over a Matchgrid-wide address.
Notification Message Template
The default message text for notifications can be replaced by creating the file $LOCAL/Template/Email/text/potential_match_id.ctp
, where id is the numeric ID of the associated Matchgrid (eg: as identified in the URL /match/matchgrids/manage/x
). UI based management of message templates may be supported in a future release.
The message template must generate a plaintext message (ie: HTML messages are not currently supported), but may leverage PHP code to generate the message. The following view variables are made available to the template:
$vv_matchgrid_id
: The Matchgrid ID$vv_pending_url
: The URL to view the available options and to resolve the pending request