When an IDMatch Workflow is run a job is initiated. The job may contain a single record or a batch of records that are run through the workflow. Each record within an IDMatch Job is considered a transaction. Once the transaction is created it will have a status of success or fail. A transaction is considered successful if it processes completely through IDMatch without error. A Failed transaction is one that has not completed due to an error either within the IDMatch process or within the destination processing.
To view an IDMatch Transaction go to the IDMatch module. From here you can view a report of either Successful Transactions or Failed Transactions which serves as the API log function for IDMatch.
Viewing Successful Transactions
To view a successful transaction, click on the Successful Transactions panel in the Transactions portion of the report statistics. This will create a full list of all successful transactions that have passed through Illuminate. Note that this process may take extra time depending on the volume of transactions.. From here, you can either use the search bar to actively filter the list down to look for a specific transaction, or search manually. Once you have found the transaction you are interested in, select the blue View icon under actions to drill down to the details of that transaction.
At this point, you will be brought to the Flow And Match Details tab of the transaction report which will show how the transaction evaluated the data entry according to the set rules. For more information, you can hover your mouse over a rule name to get a basic pop-up detailing including the description of the API used in order to better understand the purpose of the rule.
The Transaction Details section can be accessed by clicking on the relevant tab. This section contains a readout of the steps of the transaction process, as well as a set of embedded screens matching your API’s chosen output types for the incoming and transformed payload as well as the API output itself. This allow you to inspect both the input and output of the transaction.
Viewing Failed Transactions & Troubleshooting
To view a failed transaction, click on the Failed Transactions panel in the Transactions portion of the report statistics. This will create a full list of all successful transactions that have passed through Illuminate. From here, you can either use the search bar to actively filter the list down to look for a specific transaction, or search manually. Once you have found the transaction you are interested in, select the blue View icon under actions to drill down to the details of that transaction.
At this point, you will be brought to the Flow And Match Details tab of the transaction report which will show how the transaction evaluated the data entry according to the set rules. For more information, you can hover your mouse over a rule name to get a basic pop-up detailing including the description of the API used in order to better understand the purpose of the rule.
The Transaction Details section can be accessed by clicking on the relevant tab. This section contains a readout of the steps of the transaction process with an error explained for where the transaction failed. The failed step of the transaction will also include the option to reprocess that step of the transaction that can be used either right away, in case the failure was due to a momentary server issue, or after the input has been adjusted if need be. Additionally, the section includes a set of embedded screens matching your API’s chosen output types for the incoming and transformed payload as well as the API output itself. This allow you to not only manually inspect both the input and output of the transaction, but also allow you to alter the input.
Completed Transactions
Completed Transactions are matches that have been processed through completion. Records will carry a Transaction Status of
DONE indicating the match was carried out
DISCARD indicating that the record was discarded
DISCARDHOLD indicating that the match was declined and the two entries were given separate IDs.
Filtering Transactions
In addition to using the search bar to filter transactions, you can also enable the filter by clicking on the emblem to the right of the search bar. This will open a more precise search interface allowing you to search individual columns based on their contents.
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