Steps
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Open Payments Intelligence → Rules and select an existing rule or New Variance Rule.
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Enter Rule name, source/provider restrictions and Match field.
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Set Tolerance amount and Tolerance percent, then select the action: auto match, create case, alert only or block posting.
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Set Enabled and choose Save rule.
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Review the persisted rule and reconcile a controlled period to inspect the resulting matches and cases before depending on the rule operationally.