Embedded Banking Services with JPMC
Summary:
Clarification on JPMC Embedded Banking Solution - Journals and External Transactions
Content (please ensure you mask any confidential information):
Hi Team,
As part of our implementation, we would like to understand how JPMC Embedded solution works for 'Journals' and 'External Transactions'.
I. How Matching Rules works for Journals and External Transactions ?
II. Once we create Matching Rules for Journals and External Transactions and add it to the JPM matching rule, will the Transaction codes (Manage Bank Statement Transaction Codes) and Transaction Creation Rules (Manage Bank Statement Transaction Creation Rules) get updated automatically ?
III. Is there a way to test the connection and bank statement processing in Stage Environments?