When can you run auto-matching for a transaction matching reconciliation?

In Oracle Account Reconciliation Transaction Matching, the Auto-Match engine can be executed immediately after transactions are loaded into the reconciliation data sources. The matching process operates independently of reconciliation workflow statuses (such as "Open With Preparer"), period end dates, or scheduled start dates, allowing continuous or daily transaction matching as soon as data becomes available.

B: Auto-matching does not require waiting for period end; transactions can be loaded and matched continuously throughout the accounting period. C: Auto-matching can run on loaded transaction data regardless of whether the reconciliation profile or instance has reached its scheduled start date. D: Auto-matching is an automated processing engine for data sources and does not depend on the workflow status changing to Open With Preparer.

1. Oracle EPM Cloud Documentation

Administering Account Reconciliation

Section: "Transaction Matching"

Subsection: "Running Auto Match Engine". Document ID: E93805-04.

2. Oracle Cloud EPM Services Guide

Reconciliation Compliance and Transaction Matching Configuration

Chapter 8: Managing Data Sources and Auto-Match Rules.