Matching Types (Settlement Hub)

Matching type	How it works
Email-to-Settle	Settlement matching happens by email, the same way as Email-to-Confirm → your counterparty replies to "Confirm" or "Dispute" → GEN reads the response.
Click-to-Settle	You and your counterparty complete settlement matching or acceptance directly in the GEN interface.
PDF-to-Settle	Your counterparty sends back a settlement document as a PDF → GEN reads it and matches it automatically.
PDF-to-Settle workflow	Matching runs through your organization's own configured PDF settlement workflow (match-manually).
Standard-eSettlement	You and your counterparty each submit structured settlement data → GEN electronically compares and matches them.
Advanced-eSettlement	Covers more complex matching: one document matched against several corresponding documents (one-to-many), or a flexible schema → GEN applies the right logic automatically.
Forwarded-eSettlement	Matching happens outside GEN, on an external platform such as Equias → the result is forwarded into GEN and recorded as matched.
PDF-to-net	GEN identifies netting matches automatically — settlement documents created through automation or under a netting agreement.
None	No matching type has been assigned yet — check the matching status for the current result.

The matching type tells you how the settlement document was matched.
The matching status tells you the current result or position of the document in the settlement matching process.

For example, a document can have the matching type Standard-eSettlement, while its matching status shows its current state in the process.

The "Matching type" explains how a document was matched in GEN. It shows which settlement or matching workflow was used to complete the match.