MCA Suite uses merchants' application data to match against all the Funders' Submission Guidelines in your workspace, to recommend the best Funders for a specific submission. Please refer to this article for how to set up Funder Submission Guidelines.
Workspace Administrators can set up and change Funder Matching Criteria, so that you are using the criteria most relevant to your submissions process. Please see this article for information on how to set up Funder Matching Criteria.
**Please note: you MUST set up at least some Funder Matching Criteria in order to use our Funder Match feature. Submission Guideline pages will appear blank if the Funder Matching Criteria has not been configured first.
Using Funder Match
From the Submission section of the Application Summary page, click on the "Funder Match" icon. This will take users to the Funder Match page.
The Funder Match page displays results of each matching parameter against your available Funders, with a percentage of a passing score. Below is an explanation of what each cell color means:
GREEN = merchant data meets (passes) funder submission guideline
RED = merchant data does not meet (failed) against funder submission guideline
GREY = not applicable to the matching process as there is missing data from the merchant's application data OR the funder submission guideline does not exist
Below are the fields from the Merchant's Application page against Funder Submission Guidelines:
Merchant Application Fields:
Submission Guidelines Fields:
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