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 }
]
}