For each infer rule processed, there is a collection containing the names of one or more transform rules to execute. Transform collection rules are used to determine the type of payment (method sent) based on the various patterns available. Smart Investigate for Payments uses the FindRecTxnRef pattern in the search.

To have Smart Investigate for Payments be able to recognize new payment reference formats, you must create a new Transform record and include it in the collection. When the collection is processed, each format is tried until one is found. The first one found is then executed.

To create new transform rules or modify existing ones, copy one that closely matches the new record you want to create, save it to your ruleset, and make the appropriate changes.