Clearmatch has a queue that can be used to view any workflow documents that have/have not been generated. This will allow users to view documents that are:
- Complete (historical documents have been generated)
- Failed (an issue occurred that needs to be resolved)
- Queued (yet to be sent)
This is a useful way of monitoring the successful generation of workflow documents. This queue should be monitored daily by the finance companies to see and respond to workflow documents that have failed.
1. Login to Clearmatch Fusion with the relevant credentials:
2. Select the Maintenance menu:
3. Select the Workflow Documents option under Queue Items:
4. Use the
Filter Options to search for specific items in the queue (click on the
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button once the filter selection has been made):
NOTE: To find a specific status for an item(s), select an option from the the "Processed Status" drop down list:
If a message fails, the platform will attempt to regenerate until it fails 25 times then it will stop. Once you have reviewed and rectified the problem, example it may be a problem in the document template, you can reset the retries by clicking on the actions / hamburger menu. The platform will then attempt to regenerate the document.