> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing contexts

> Create and manage reconciliation contexts in the Matcher UI — set cardinality, interval, fee tolerance, aging, auto-match, then wire up sources, field maps, rules, and schedules.

Use the **Contexts** page in the Matcher UI to create and manage reconciliation contexts. A context groups together the sources, field maps, rules, and schedules that define a specific reconciliation workflow.

## Accessing the Contexts page

***

To open the **Contexts** page, select **Contexts** under the **Configure** section of the left sidebar.

## Context list

***

<Frame caption="Figure 1. The Contexts list page.">
  <img src="https://mintcdn.com/lerian-49cb71fc/SFzzdxyH5SN7w_fC/en/matcher/ui/images/02-contexts-list.jpg?fit=max&auto=format&n=SFzzdxyH5SN7w_fC&q=85&s=91102beda9427d19f9074add596961ac" alt="Matcher Contexts list page showing the configured reconciliation contexts" width="2000" height="1258" data-path="en/matcher/ui/images/02-contexts-list.jpg" />
</Frame>

The table displays all reconciliation contexts with the following columns:

| Column       | Description                                   |
| ------------ | --------------------------------------------- |
| **Name**     | The context name                              |
| **Type**     | Matching cardinality (`1:1`, `1:N`, or `N:M`) |
| **Interval** | How often reconciliation runs                 |
| **Status**   | Current state of the context                  |
| **Created**  | When the context was created                  |

### Context statuses

| Status       | Description                                                |
| ------------ | ---------------------------------------------------------- |
| **Active**   | The context is operational and accepts reconciliation runs |
| **Paused**   | The context is temporarily suspended                       |
| **Draft**    | The context is being configured and is not yet active      |
| **Archived** | The context is no longer in use and has been archived      |

Click a context name to open its detail page. Contexts are archived and restored rather than deleted — see [Context actions](#context-actions) below.

## Creating a new context

***

Click **New context** on the Contexts page to open the guided setup wizard. The wizard is the single path for creating a context; the first step collects the context configuration:

<Steps>
  <Step>
    Fill in the general fields:

    | Field                   | Description                                                                                                                                                                                              |
    | ----------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
    | **Name** (required)     | A descriptive name for the context (e.g., "Bank Reconciliation Q1")                                                                                                                                      |
    | **Type** (required)     | Matching cardinality: `1:1` (one-to-one), `1:N` (one-to-many), or `N:M` (many-to-many)                                                                                                                   |
    | **Interval** (required) | How often reconciliation runs. Choose the `Daily`, `Weekly`, or `Monthly` preset, or select `Custom` and type any cadence label (e.g., "every 4 hours"). The backend stores the interval as a free label |
  </Step>

  <Step>
    Optionally configure **Fee normalization** — how fees are reconciled and the allowed variance:

    | Field             | Description                                                             |
    | ----------------- | ----------------------------------------------------------------------- |
    | **Mode**          | Method used to normalize fee values before comparison: `NET` or `GROSS` |
    | **Abs tolerance** | Maximum absolute difference allowed between matched amounts             |
    | **Pct tolerance** | Maximum percentage difference allowed between matched amounts           |
  </Step>

  <Step>
    Optionally configure **Open-item aging** to flag a carried open-item residual as aged once it stays open past a number of days:

    | Field                      | Description                                                                                               |
    | -------------------------- | --------------------------------------------------------------------------------------------------------- |
    | **Aging threshold (days)** | Number of days after which an open item is flagged as aged. Leave empty to disable aging for this context |
    | **Aging calendar**         | How the age is measured: `Raw calendar days`, `US Federal`, or `Brazil ANBIMA` business days              |
  </Step>

  <Step>
    Optionally enable **Auto-match on upload**. When turned on, a match run is triggered automatically when a file is ingested into this context.
  </Step>

  <Step>
    Click **Create context** in the wizard footer. The wizard then guides you through adding sources, field maps, and match rules.
  </Step>
</Steps>

## Context detail page

***

Click a context name in the list to open the context detail page. The detail page is organized into six tabs:

<Frame caption="Figure 2. Context detail page with its configuration tabs.">
  <img src="https://mintcdn.com/lerian-49cb71fc/SFzzdxyH5SN7w_fC/en/matcher/ui/images/03-context-detail.jpg?fit=max&auto=format&n=SFzzdxyH5SN7w_fC&q=85&s=fb7cc4289e357b8cd1495943382afadf" alt="Matcher context detail page with its Sources, Rules, Fee Rules, and Schedules sections" width="2000" height="1254" data-path="en/matcher/ui/images/03-context-detail.jpg" />
</Frame>

| Tab                     | Description                                                                                                                     |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------- |
| **General information** | The context's current settings: name, type, interval, fee tolerance, aging, and auto-match configuration                        |
| **Sources**             | Data sources configured for this context. See [Context sources](/en/matcher/ui/context-sources)                                 |
| **Field maps**          | Field mappings that bind each source's columns to the reconciliation fields                                                     |
| **Rules**               | Match rules configured for this context. See [Context rules](/en/matcher/ui/context-rules)                                      |
| **Fee rules**           | Fee rules that bind fee schedules to this context's transactions                                                                |
| **Schedules**           | Reconciliation schedules that define when runs execute automatically. See [Context schedules](/en/matcher/ui/context-schedules) |

### Context actions

The page header shows the context name, status badge, type, interval, and creation date, along with the following actions:

| Action              | Description                                                                                                                                                                                                                               |
| ------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Edit context**    | Opens a dialog to update the context name, interval, status (`ACTIVE`, `PAUSED`, or `ARCHIVED`), auto-match, fee normalization, and aging settings. Click **Save changes** to apply. To pause or resume a context, change its status here |
| **Clone context**   | Creates a new context from this setup. You can choose whether to include sources and rules in the clone                                                                                                                                   |
| **Archive context** | Retires the context. Archiving replaces deletion — the context and its history are preserved                                                                                                                                              |
| **Restore context** | Brings an archived context back                                                                                                                                                                                                           |

<Note>
  Sources, field maps, rules, fee rules, and schedules are all managed from within the context detail page. There are no separate standalone pages for these entities.
</Note>