Enhancements to Exception Management through Automated Alerts

From release 25.05, in Transaction Matching, Service Administrators can configure alert rules to automatically generate alerts for unmatched transactions in a match type. 

A new tab named Alert Rules within the Match Process tab has been added into Create Match Type or Edit Match Type. Under this, a new type of job, Auto Alert job, is introduced to manage the generation of automated alerts for a match type. 

The Auto Alert job will process the alert rules defined for the match type and then automatically create alerts where required.

To set up rules that generate automated alerts for a match type:

1. Navigate to the Match Process tab of the match type.
2. Click the Alert Details tab.
3. Click New (the Plus icon) to display the New Rule dialog.
4. Enter a unique ID for the alert rule.
5. In Name, enter the name of the alert rule.
6. In Description, enter an optional description for the alert rule.
7. Select Active to indicate that the alert rule is in the active state.
8. In Alert Name, enter the name of the alert that will be created for this alert rule. The name can contain a placeholder for member attributes within a group attribute. The placeholder must be enclosed within curly braces and will be replaced when the alert is generated. For example, Missing Deposit for {Store}.
9. In Alert Description, enter a description of the alert.
10. In Alert Type, select the alert type associated with this alert. rule.
11. In Priority, select one of the following priorities for the alert: High, Medium, or Low.
12. In Notification Assignee, select the user to who an email notification must be sent when the alert is created.

    This can be a standard user or a member attribute of type User. This field is non editable and the member attribute name or user name is displayed as specified in Alert Type.

    If the notification assignee is not set in the associated Alert Type, then it can be edited in this alert rule. A default user can be selected for the alert created by this rule.

13. In Assignee, specify the user to whom this alert is assigned. The options are Preparer, From Alert, or Specify. If Specify is selected, click the Add User icon and select a user.
14. In Approver, select the approver for this alert. Options are None, From Alert Type, or Specify. If Specify is selected, click the Add User icon and select a user.
15. In Duration, specify a duration for the alert.
16. Under Filters, specify the filter conditions for this alert rule.

    This section displays the list of data source filters that are defined for this match type. At least one filter must be created. Select the data source attributes and specify a condition for the alert rule.

17. Click OK.

In below screenshot, an alert has been created for an unmatched transaction. 

Note: 

• The maximum number of alert rules that be created is 500. The maximum number of transactions in a single alert is 1000.
• A new column Notification Assignee is added. When an automated alert is generated, email notifications are sent to the notification assignee.
• The alert can be automatically escalated if it’s not closed within the configured number of days.
• When all the transactions for a given alert are matched, the alert gets automatically closed.
• Member attributes (within a group attribute) of type User can be associated with alerts. These users can be included as Assignee, Notification Assignee, Approver, and Viewer.
• Email notifications have been enhanced so that they contain more details about the exception that occurred and what action must be taken.

RunAutoAlert EPM Automate Command

The new runAutoAlert EPM Automate command is now available. This command runs the Auto Alert job for a Match Type. The job processes alert rules and then automatically creates alerts for unmatched transactions where required. You can monitor the status of the Auto Alert job through the Job History tab.

Applies to

• Account Reconciliation

Business Benefit: This feature enhances the exception management functionality by enabling Service Administrators to automate the process of creating alerts.

Created by Mohit Jain and Megha Gupta