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Chapter 23: Case Study: A Programmatic E... > Case Study Invoice Matching Process

CASE STUDY INVOICE MATCHING PROCESS

Each of the three load packages puts the data into the database. The Process package is going to perform the magic. All this payment data from different sources with varying degrees of quality needs to be matched by invoice or customer attributes against your dimension tables of Invoice and Customer. Combining it in one place enables this package to apply the logic of payment matching to all payments at once. If you do this right, every time the package runs, it is money in the bank for Company ABC.

The strategy for this package is to mimic the logic provided from the business specifications back in Figure 23-4. You will queue all the payment transactions that are unmatched for a moment in time. Then you will run that stream of payments through a gauntlet of matching options until you break through your confidence level for matching. This design will make it easy to add further matching scenarios in the future and enables you to use the advanced fuzzy matching logic available now in the Integration Services.


  

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