Forum Discussion

kchampion's avatar
kchampion
New Contributor II
3 years ago

Transaction Matching - Load/Match Data Daily

Hello! We're implementing Transaction Matching and we have a use case to load transactions on a daily basis and run matching each day.  Our TXM scenario has 12 periods, but we're finding that once t...
Import
Workflow
  • EGalanzovsky's avatar
    EGalanzovsky
    3 years ago

    Hello,

    The source id is a key

    WFTime + WFScenario + WFProfile + SourceID must be unique.

    So you can import any files into the same period. Even without Splitting.

kchampion's avatar
kchampion
New Contributor II
3 years ago

I figured this out - the Data Splitting WF Profile allows multiple files to be loaded to the same data set in the same period and does not issue errors if transactions have already been matched.  It appears that unlimited numbers of files can be loaded each period through the Data Splitting workflow profile.

  • EGalanzovsky's avatar
    EGalanzovsky
    New Contributor III
    3 years ago

    Hello,

    The source id is a key

    WFTime + WFScenario + WFProfile + SourceID must be unique.

    So you can import any files into the same period. Even without Splitting.

    • kchampion's avatar
      kchampion
      New Contributor II
      3 years ago

      Thank you, that helps greatly!  I parsed the file name with the datetime stamp as the source id and now the unique filenames are loading into the same period.  Thanks!!