Auto Match Rules Fail without a valid reason in the log. — Cloud Customer Connect
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Auto Match Rules Fail without a valid reason in the log.

Summary:

For one of our French clients where we have defined match types for 1. bank statements and 2. clearing accounts, we continue to encounter several issues when running the Auto Match process for profiles. Several complete as normal and with success but there are others which end in Error.

For many accounts (profiles), we have defined 1:1, 1: N, N:1 and N: N rules but all fail except the 1:1 rule.

In the rules we match GL transactions with the bank statement with an exact match for the amount signed as well as effective payment date and status as confirmed.

For some previous AM issues, we had logged a SR where this was due to 1. subset rules and 2. a business calendar which fetched "null" values.

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