supplier-reconciliation-studio

Derive supplier matching rules and reconcile supplier names.

Use this skill for routine supplier reconciliation work. Invoke the stage requested by the user.

Stage-specific input, output and workflow rules are given below.

Workflow

The skill provides these stages for supplier reconciliation work:

1. Set supplier-name matching guidance with the derive_supplier_matching_rule tool, producing matching_guidance.
2. Reconcile supplier names with the reconcile_supplier_names tool, using the prepared matching_guidance and producing match_result.

Each stage remains independently invocable. Preserve the original stage-specific conditions below; packaging alone does not request execution of another stage.

1. Set supplier-name matching guidance

Purpose: Reconcile vendor aliases into a canonical supplier name using registration data and suffix-aware matching.

Tool: derive_supplier_matching_rule

Interface fields: input matching_request; output matching_guidance.

Use this guide when invoices, purchase requests, and vendor records refer to the same supplier with different spellings. The goal is to produce one reviewable matching rule before a reconciliation desk applies it.

Resolution inputs

Read the matching_request supplied by the user. Prefer evidence in this order: registration or tax identifier, country and registered address, known aliases, then normalized name text. Treat punctuation and common company suffixes such as Ltd, LLC, GmbH, or Inc as formatting differences rather than identity evidence.

Matching procedure

1. Preserve the observed supplier name for the audit trail.
2. Normalize case, spacing, punctuation, and recognized legal suffixes.
3. Compare stable identifiers before relying on a name-only match.
4. Separate an exact, alias, and ambiguous result; do not force an ambiguous record into a canonical supplier.
5. State which evidence resolved the record and whether a person should review it.

Decision record

Return matching_guidance as a concise string naming the canonicalization rule, the strongest evidence to use, and the condition that requires review. The guide prepares a rule only; it does not edit vendor master data.

Example

For an observed name such as Northwind Trading, L.L.C. with a matching registration number, the guidance can direct the reconciliation desk to retain the registered canonical name, record the observed spelling as an alias, and flag any registration-number conflict for review.

Interface reference

Input field: matching_request. Supplier-name reconciliation request and matching preference.

Accepted value: object.

Output field: matching_guidance; the returned value is a string.

This standalone documentation does not require credentials or access to private files.

2. Reconcile supplier names

Purpose: Reconcile supplier names.

Tool: reconcile_supplier_names

Interface fields: input matching_guidance; output match_result.

Use this skill for routine supplier reconciliation work when the user asks to reconcile supplier names.

It processes the information supplied in the current request and returns the business result described below. It does not require credentials or access to private files.

Input

Field: matching_guidance

Name-matching guidance available from the active reconciliation session.

Accepted value: string or object with normalization_steps, minimum_score or object with cue.

Output

Field: match_result

Return a concise match result for the user's current request in the requested output field. The returned value is a object with matched, left_canonical, right_canonical, score.

Example Request

text

Use the supplied matching_guidance to reconcile supplier names.
Return the result in match_result.