IntelliMatch NextGen UI

Post feedback and ideas about the NextGen UI

Ability to include option to see Approved Match items directly without clicking on search

It is possible to setup continuous reconciliation to see all outstanding and Proposed match together from Recon Home Page. If we need to see Approved match items then we have to explicitly search it in NextGen. We can not simply setup continuous recon to see both approved match and outstanding together without going through search option of the reconciliation.

 

We have some clients continuously check all approved matched items. They do this for monitoring of  late/Partial settlement for calculation of claim and Interest Amount  to bank. It is there daily process to view both matched and outstanding data together. We have now added more additional manual steps to view approved matched data in NextGen. First we need to search then we need to drag date filter to oldest then we need to click on approved and exception together. This will be time consuming for reconciler. Consumer will be interested to see approved match and outstanding data together without doing multiple manual search activity. 

 

I think it is better if we can define at Model or Recon inventory level to include some option to allow consumer to view approved match items directly from recon home page without performing any additional search.  

  • Anshuman Mishra
  • Jan 22 2020
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