IntelliMatch – Terminology

The following table contains a list of keywords and their definitions within the intelliMATCH context:



Balance Pool Holder for related Ledger and Statement accounts.
Match Rule Data rule used to identify and match pairs and groups of items.
Match Criteria The criteria contained within a Match Rule.
Reason Code A label given to a Match Rule to identify the match reason.
ItemState The Item Status, e.g. outstanding / matched.
MatchID The identification number applied to all items within a Match Rule.
Purging The intelliMATCH equivalent of Archiving from Active to History.
Groups Filters and queries used to select data for viewing and editing.
Views Filters used to select the columns required in a given view.