Explainer descriptions

Explainer descriptions

The Description field is a flexible way to set the description for explanations generated by an explainer rule. You can:

• keep the transactions' original descriptions;
• or set a fixed text to be used for all explanations;
• or combine a fixed text with parts of the transaction's original description - this is handy for reference numbers.

To keep the original descriptions

Leave the Description field empty to keep the original descriptions.

Example

Explainer's description	Transaction's description	→	Resulting explanation's description
<empty>	ABC123 XYZ	→	ABC123 XYZ
<empty>	Trainline 12345	→	Trainline 12345

To set a fixed text for all explanations

Fill in the Description field with the text to use.

Example

Explainer's description	Transaction's description	→	Resulting explanation's description
Train - client meeting	Trainline ABC123XYZ	→	Train - client meeting
Train - client meeting	Trainline 12345PQR	→	Train - client meeting

To combine a fixed text with parts of the original description

Fill in the Description field with the text you want, using double quotation marks to indicate any parts to be taken from the transaction's original description. Inside the quotes, describe the text to be extracted. DoubleAgent will extract that text from the transaction's description and then replace the quotes with that text.

For example, let's say you have these transactions:

• Trans ref 153/ XYZ///
• Trans ref 456/ PQR///

And you want their explanations to be:

• Payment reference 153
• Payment reference 456

Then start with an explainer description of:

Payment reference ""

Now inside the double quotes we describe the text we want to extract from the original description. We need a "matcher" (see below) to capture a part of the text, and typically we surround it with known words to anchor it.

In this case we could write:

Payment reference "ref {{}}/"

• The ref tells DoubleAgent where to start matching in the original description.
• The {{}} is a matcher which captures a single word.
• Finally, the trailing / tells DoubleAgent to stop there. Without it, the trailing slash would be included as part of the captured reference number.

The end result is:

Explainer's description	Transaction's description	→	Resulting explanation's description
Payment reference "ref {{}}/"	Trans ref 153/ XYZ///	→	Payment reference 153
Payment reference "ref {{}}/"	Trans ref 456/ PQR///	→	Payment reference 456

Matchers

There are three matchers you can use: