Transaction Match
SCR-DOCS-03 · Documents & Evidence
Scopedno Figma mapping
Layout
Confirm or reject a system-suggested link between an uploaded document and an existing transaction.
States
- **Suggested match found**: default — comparison view with confirm/reject actions.
- **No match found**: skip straight to the document being saved, unmatched.
- **Match confirmed**: document linked to the transaction.
- **Match rejected**: routes to manual transaction search.
Acceptance criteria
- A likely transaction match is presented as a suggestion, never applied automatically.
- Confirming the match links the document to that transaction.
- Rejecting the match offers a manual transaction search as a fallback.
- If no match is found, or the user leaves it unmatched, the document still saves successfully to the library.
- A confirmed match is visible from both the document detail and the transaction detail afterward.
Endpoints
None mapped yet — the backend agent will own these.