When you receive a transaction from a connected Issuer, the EdgeLink system will scan your information to determine if you already have this transaction. This extra step prevents duplicate data from being created in your system and allows you to establish a connection between your data and the Issuer's.

This article will present the options each Dealership can set to help the system find matching transactions, as well as the process for determining which is the correct match, and terminating these matches if required.

In the EdgeLink section, the EdgeLink Matching Settings tab will allow you to customize the degree of variance you allow for your matches. In this tab, you can set the following parameters:

Maximum Unit Difference -> this indicates the amount of units by which the two transactions can differ and still be considered a match
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Maximum Cost Per Unit Difference ($/unit) -> this indicates the amount of $/unit by which the two transactions can differ and still be considered a match
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Maximum Closed Date Difference (days) -> this indicates the number of days, based on the Closed Date, by which two transactions can differ and still be considered a match
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Allow Sale and Redemption to match each other -> this indicates whether you want the system to present you with possible matches where the transaction type of the incoming transaction is of a different debit type than yours
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Allow Income, Interest, and Return of Capital to match each other -> this indicates whether you want the system to present you with a possible match where the transaction type of the incoming transaction is of a different distribution type that yours

If you would prefer to only be presented with matches that are 100% the same as the incoming transaction, you can set the options as indicated below. Please note that if you choose the settings below, any deviation, even of a penny, will cause a potential match to be ignored.
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Maximum Unit Difference -> 0

Maximum Cost Per Unit Difference ($/unit) -> 0

Maximum Closed Date Difference (days) -> 0

Allow Sale and Redemption to match each other -> No

Allow Income, Interest, and Return of Capital to match each other -> No

When a transaction is received from a connected Issuer, upon accepting the transaction, a verification will be performed where the system attempts to determine if this transaction already exists in your system. This verification can return one of 3 results:

If only one transaction is found with 100% of data points matched, you will be presented with only this transaction, which you will have to manually confirm.

If more than one transaction is found with 100% of data points matched, you will be presented with all transactions. You will have to manually select the correct one and confirm, or opt to create a new one.

Any transaction whose data points fall within the allowed amounts of variance you have set, as described in the section above, will be presented to you. You must manually select the correct transaction and confirm, or opt to create a new one.

If no transaction that falls within the variance is found, you will not be presented with any transactions.

If the transaction you are accepting is for an investor, account, and advisor who are already connected, you will not be presented with the modal to select any matches, you will instead simply be asked to confirm that you accept the new transaction and it will be created in your system.

If you have incorrected connected two transaction, you can break the connection at any time by visiting the EdgeLink Activity Log. From here, locate the log of the connection being established, and click the Disconnect button next to it. No changes will be made to your transaction, it will simply be disconnected from the other party's system and available to be connected again.

If you have located the log of the connection you are looking to break but the Disconnect button is not present, you have likely already broken the connection. You can confirm this by searching for the transaction and checking for the presence of an Issuer Transaction number (IT), as indicated in the image below. If there is no IT, then this transaction is not currently EdgeLink connected.