Transaction Match is a Quick Server Extension (QSX) designed to match documents as they enter a batch-level holding queue and merge them into a single batch case. The rules that define the matching criteria describe the number of different document types required to complete a match/merge and the common index value (metadata) that each document must share before reaching the Transaction Match QSX. Transaction Match is a separate licensed QSX. Please contacts CAPSYS Sales or Support for more information.
When a CAPSYS CAPTURE service hands a batch containing a single document to the Transaction Match QSX, Transaction Match determines if the document is of a type described in its matching criteria. If the document type is correct, Transaction Match compares the document's searchable index value with the index values of documents that are already queued because no match had been found for them, previously. If a match is found based on the searchable index value, the newly-arrived document is extracted from its original batch case and merged into the batch case containing the older document. Transaction Match will then complete the merged case out of the suspense queue only if the presence of the two documents totally satisfies the match criteria defined by the matching rules. If the match criteria are not met, then the case will remain in the suspense queue until the remaining required document or documents arrive.
The ability to automatically work cases out of a holding queue, similarly to the way a CAPSYS CAPTURE thin client user would, makes Transaction Match unique when compared to other QSX modules.
The Transaction Match QSX was originally designed to match and merge procurement-related documents (purchase orders, invoices, packing lists, etc.) so that CAPSYS CAPTURE, along with its thin clients, could facilitate invoice payment approvals and/or other accounts payable processes.
While Transaction Match was designed with an accounts payable process in mind, transaction match will match any number of different document types based on a common index value.