Accessing the Matcher UI
The Matcher UI ships as its own web application, deployed alongside the Matcher API — it is not part of Lerian Console. Open the URL your platform team provides for your environment and sign in with your identity provider credentials.
Active context
The Matcher sidebar shows the active context — the reconciliation context you’re working with. The active context applies across Matcher’s pages, so switching it updates the data displayed in the Dashboard, Reconciliations, Unmatched, Exceptions, and other views.
Home
The Home page is the Reconciliation Dashboard: an at-a-glance overview of reconciliation health for the active context.
Matcher Dashboard
See a detailed walkthrough of the Dashboard page, including the balance bar, reconciliation worksheet, match-rate trend, and exposure panels.
Available pages
The sidebar groups pages by workflow phase.
Configure
Contexts
Create and manage reconciliation contexts. Each context groups sources, rules, and schedules for a specific reconciliation workflow.
Operate
Reconciliations
Start reconciliation runs for your contexts and follow their progress; each run’s detail page holds its match groups.
Import file
Upload transaction files into a context’s sources and track the resulting ingestion jobs.
Resolve
Unmatched
Work the queue of transactions the engine could not match — pair them manually or ignore them.
Matches
Review confirmed match groups and confidence scores inside each run’s detail page.
Exception Handling
Exceptions
View and resolve transactions that could not be matched automatically.
Disputes
Manage disputed transactions that require manual review and resolution.
Reporting
Operational History
Track reconciliation runs and data-import jobs for your reconciliation contexts.
Audit Logs
View a chronological record of all actions taken within the Matcher UI.
Archives
Access archived reconciliation data for past periods.
Settings
Fee Schedules
Define expected fee structures — flat, percentage, tiered, or expression-based — for automatic fee verification during reconciliation.
Actor Mappings
Map external actors to internal entities for reconciliation matching.
Advanced configuration
For deployment-level configuration that affects how the Matcher service operates:
Multi-Tenant Mode
Enable tenant isolation for SaaS deployments — each client gets isolated infrastructure — database schema, message broker, and cache namespace.
Runtime Configuration
View and adjust Matcher settings at runtime without restarting the service.