Decision Matrix

The Decision Matrix lets you customize your solution based upon clearinghouse codes. The matrix is referenced during the verification process and identifies the reasons for “declined” or “processing error” transactions. Then, it determines if any additional system action needs to be taken.

Note
In many cases, the reasons for a “declined” or “processing error” transaction may not be serious. Often, the transaction can be immediately resubmitted. However, in other cases, the customer needs to provide corrections to the e-pay account information before resubmitting.

Adding/Editing Matrix Items

To do this:

Select Applications > Accounts Receivable > Transaction Reprocessing > Decision Matrix. This displays the Decision Matrix Items window.
- ID - A system-generated ID that uniquely identifies this matrix item.
- Note
  Search Order - The order in which the system will process a transaction. This is the primary piece of functionality that determines the outcome of the matrix to return accurate information. If the order of a less specific request is lower in number than a more specific request, the less specific request will be chosen and the action for that less specific request will be acted on.
- Reason Code - The alphanumeric value representing the Reason Code. Notes:
- The Reason Code, “Any” should be last in the search order when used. “Any” should only be used for matrix entries for records that do not have Reason or AVS codes, and that are not part of the matrix. “Any” should always be entered last in the Search Order field, with specific search records appearing first. See Any Reason Codes.
- Authorize.net uses AVS Codes, not Reason Codes.
- AVS Code - The actual code that is received through a transaction import from the third party provider, such as Authorize.net. (More) Note: The AVS Code, “Any” should be last in the search order when used. See Any Reason Codes and AVS Codes.
- Action - The action to take place upon encountering the Reason Code/AVS Code. Valid Actions are stored in the domain tables with ID 67.
  - Manual - Allows manual intervention by the user to change status to 'Unprocessed'.
  - Auto Resubmit - If the condition exists, the system will automatically resubmit the transaction and change the status to 'Unprocessed'.
- Action Description - A memo field used to further define user instructions. This field is optional.
Right-click a row and select New to add a Decision Matrix Item or Edit to modify the selected item. This displays the Add/Edit Reason Code window.
Enter the Search Order for the item.
Select the Reason Code or AVS Code from the appropriate drop-down list.
Select the Action, either Manual or Automatic, from the drop-down list.
Add an Action Description, if desired.
Click Save to save the changes.

Deleting a Matrix Item

To delete a Decision Matrix Item:

Select Applications > Accounts Receivable > Transaction Reprocessing > Decision Matrix. This displays the Decision Matrix Items window.

Right-click the row and select Delete.