Help CenterIn FinView, when setting up a customer, defining the import rules is a critical step. These rules provide guidelines on how cases are created and managed. This article will guide you through the process of setting these rules.
What are Import Rules?
Import rules in FinView are settings that govern how case files are imported from your customers. They help in determining whether a new file is created for every invoice or whether a customer's unique case numbers should be used for matching.
How to Set Import Rules
After setting up your enrichment settings in your customer account, you will need to define the import settings. Follow these steps:
- Define Case Creation Rules: The first setting to define under 'Import' is whether a new file should be created for every invoice. The default setting is 'No', which automatically combines multiple invoices under one case owner. However, if you want a unique file to be created per invoice, select 'Yes'. After the upload, individual files will be visible under one case owner.
- Specify Case Matching Rules: FinView has a sophisticated matching engine that matches cases using various data elements. If your customer uses unique case numbers, you can simplify the matching process by selecting 'Yes' to the option 'Use the customer case number for matching'. If you set this option to 'No', FinView will use the default matching rules.
Once you have defined these settings, click on 'Save' to apply the changes. Remember, these settings will be applied to all future case imports from this customer.
Conclusion
The import rules in FinView offer a high degree of customisation for your case import process. By defining these settings, you can streamline your data management and optimise your debt collection process. For further information or assistance, don't hesitate to contact our support team.