Short Answer: The 'Confidence filter' lets you view mappings by the algorithm's confidence All, High, Medium, Needs review so you can focus manual checks on low-confidence matches.
PreRequisites
- 'Party mapping' modal is open after file review.
Steps
-
Open the 'Party mapping' modal.
The 'Confidence filter' is visible at the top with options All, High, Medium, Needs review. -
Click 'High' to see high-confidence matches or 'Needs review' to focus on low-confidence pairs.
Rows update to only show mappings that match the selected confidence level. -
Manually review and correct rows listed under 'Needs review' before running reconciliation.
Problem mappings are corrected or cleared.
Troubleshooting
- No rows appear when selecting a confidence level.
LikelyCause: There are no mappings in that confidence category for this run.
Action: Select 'All' to view every mapping and identify rows to review.