What is the first step to set up different order and transaction automatch criteria for various departments?

The first step to set up different order and transaction automatch criteria for various departments is to create multiple automatch criteria settings. This approach allows each department to define its specific rules and parameters for how orders and transactions should be matched automatically.

By establishing tailored automatch criteria, departments can optimize the matching process according to their unique requirements, which can vary in terms of product types, transaction values, or even compliance needs. This customization ensures that the workflow is efficient and aligns with the operational nuances of each department, ultimately reducing errors and improving the speed of processing.

Considering the other options, while configuring unique user roles might enhance security and access control, it does not address the matching criteria directly. A central order processing system could streamline overall operations but would not inherently allow for differentiated match criteria across departments. Similarly, implementing a standard transaction review process could provide structure to review steps but does not create the specific automatch criteria necessary for each department's requirements.