Matcher Actions

Matcher actions bind matching policy to a named agent tool. The agent supplies the left and right record arrays. It cannot change the match key, tolerance, date window, fuzzy threshold, or rules.


Authoring

Use the built-in matcher primitive for deterministic workflow steps. When a Process Studio package gives an agent a named matcher tool, the package binds the same matcher policy to that tool. This keeps the match key, tolerance, date window, fuzzy threshold, and rules out of model control.


Properties

Property Type Required Description
matchOn string[] Yes Fields for exact matching
tolerance number No Absolute numeric tolerance applied to amount comparisons (for example, 50 allows a $50 difference)
dateWindowDays number No Date window in days
fuzzyThreshold number No Text similarity from 0 to 100
descriptionKey string No Field for fuzzy matching
rules object[] No Additional compact comparison rules

Matching behavior is the same as the Matcher primitive. The registered action keeps the policy fixed while the agent supplies the declared datasets.


Registered vs Primitive

Use the matcher primitive in a workflow definition:

json
{ "type": "matcher", "properties": { "matchOn": ["invoice_id"], "tolerance": 50 } }

Use a packaged matcher action when an agent needs a named matching tool with a fixed policy:

json
{ "type": "action", "name": "invoice_payment_matcher" }

Usage as an Agent Tool

json
{
  "mode": "react",
  "objective": "Reconcile this batch of transactions",
  "tools": [{ "type": "action", "name": "invoice_payment_matcher" }]
}

The agent can call the matcher when it needs to compare datasets. A tool call supplies left and right arrays. Stored policy fields are rejected if the model tries to replace them.

A packaged nway_match action uses the same policy-first model for three or four datasets, with stored sets, match keys, and tolerances as the authority. See N-Way Match.

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