Reconciliation Rules Engine Update

New fuzzy matching capabilities and improved conflict resolution.

Reconciliation isn't always exact. Sometimes "Starbucks" is logged as "STARBUCKS #123" on your bank statement.

Today we are updating our Rules Engine to support Fuzzy Matching.

New Rule Types

  • contains: Match if string A contains string B.
  • fuzzy_string: Uses Levenshtein distance to find close matches.
  • date_range: Match transactions within a configurable window (e.g. +/- 2 days).

These rules can be mixed and matched with strict equality checks to create powerful reconciliation logic.

{
  "rules": [
    { "field": "amount", "type": "exact", "tolerance": 0.01 },
    { "field": "vendor", "type": "fuzzy_string", "threshold": 0.8 }
  ]
}