The Match Function Extension is a standardized CyberGrants add-on that automates the matching process for employee donations. It supports program integrity by evaluating each match request against customer-defined criteria such as match ratio, annual limit, and remaining balance. It then creates or rejects the match accordingly.
This extension allows for consistency in corporate gift matching programs. By reducing reliance on manual verification, it streamlines workflows and improves the user experience for employees participating in giving programs.
How it works
The extension runs a set of logic checks when a matching gift request is triggered:
It looks up all existing matching gift records tied to any proposal type configured with the same fiscal year, excluding those marked as Rejected or Cancelled.
It adds up to the total amount of matched funds already allocated.
It compares that total against the fiscal year match limit and calculates how much, if any, is still available.
If the donor’s remaining balance is enough to fully cover the new request, it generates a full match.
If only a partial balance remains, it generates a match for that amount and sets the donor’s balance to zero.
If there is no available balance, the match is prevented from being created, and the employee is alerted that their match balance has been used.
Supported configuration
All proposal types must share the same fiscal year designation.
Match logic is based on standard rules, including match ratio and limit per fiscal year.
The currency rates used for conversions are static and supplied by the customer.
Payroll-based matches are divided equally across all selected organizations.
Dependencies
The Match Function Extension depends on full participation in User Acceptance Testing (UAT). No functionality is released into production without formal approval. If business requirements change after the specification is approved, the timeline or scope may need to be adjusted.
