Information on Library usage

[ranjith-shady]

Hi, Can i use this library for matching payment and invoice records. let's say on payment side i have 5-6 properties { invoice-number, invoice-amount, customer-name, invoice-date, customer-email} Note : These properties are extracted for payments through the advice document we receive. Same properties will be available for invoice as well { invoice-number, invoice-amount, customer-name, invoice-date, customer-email}

Can i use this library to find which invoice is the most suitable match for the payment

For example - let's consider there is a payment and 6invoices

Will i be able to score all the invoices against a payment

payment 1 - invoice 1 - score is 0.9 payment 1 - invoice 2 - score is 0.8 payment 1 - invoice 3 - score is 0.7 payment 1 - invoice 4 - score is 0.6 payment 1 - invoice 5 - score is 0.65 payment 1 - invoice 6 - score is 0.77

[manishobhatia]

Hi Ranjith, Yes, fuzzy-matcher is ideal for this type of matching records. Each of the properties can be configured as an Element with its relevant type and you should be able to get scores between the 2 records.

Here are some suggested Element type for each property you mentioned

• invoice-number : Use TEXT (Assuming this is just alpha-numeric value. )
• invoice-amount: Use NUMBER. This is ideal for currency or money values, where there could be small differences in rounding
• customer-name: Use NAME. This can help where names occur with variation in first, middle and last names
• invoice-date: Use DATE. This can also configurable to fuzziness if there is a difference in a few days between payment and invoice generation
• customer-email: Use EMAIL. This can capture different email address, provided it shares similar characters generated from customers name.

Hope this helps

[manishobhatia]

Regarding matching each payment with all the available invoices, that should be possible too. See "Match a Document with Existing List" option in Match Service as your calling service, where document is pointing to Payment and matchWith is pointing to the list of invoices you have.

By default it will only give results if the match is above 0.5

[ranjith-shady]

Great. Can i also use multiple payments instead of single payment so performace can be improved. where i expect each payment to be compared with list of all the invoices and give the match score. Also can i increase the priority for some of the properties say invoice number and amount compared to others.

[manishobhatia]

Using multiple payments is also possible. Use this API for sending in a list of payments to be matched with another list of invoices This should be more performant than the previous API

Increasing a priority of some properties is also possible. See Weight in the Element Configuration to achieve this

[ranjith-shady]

Thank you for the update. let me try the library and get back if there are any questions.