The Scenario
You are a data analyst responsible for maintaining MX configuration quality at a fintech company. Transactions are getting miscategorized for a segment of users, and your hypothesis is that user-defined transaction rules are conflicting with each other or overriding the platform defaults in unexpected ways.
Your manager has given you a list of 20 users with confirmed categorization anomalies. Their GUIDs are in column A of your Excel workbook. Column B has the specific rule GUID flagged for each user. You need to pull the match pattern and category assignment for each flagged rule so the configuration review team can assess them.
The bad version:
- For each of the 20 rows, call the MX get-transaction-rule endpoint with the user GUID and rule GUID from that row.
- Copy the match description, category, and priority from the JSON response and paste them into columns C, D, and E.
- Discover that 7 of the 20 users have additional rules beyond the one flagged — you need to decide whether to pull all their rules or stick to the sample.
You are 15 minutes into a task that just revealed itself to be twice as large as the original scope.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Excel workbook. It reads the user GUIDs and rule GUIDs from your workbook, fetches the rule details from MX Technologies for each row, and writes match patterns, categories, and priorities back to the same rows.
Pull all transaction rules for MX user USR-abc123 and list each rule's match pattern, assigned category, and description in this worksheet for a configuration review.
What You Get
- One row per transaction rule.
- Column A: user GUID.
- Column B: match pattern or match description.
- Column C: category assigned by the rule.
- Column D: rule description or label.
- "Rule not found" written to column B for any row where the rule GUID returns no result.
What If the Data Is Not Quite Ready
You want all rules for each user, not just the flagged one
For each user GUID in column A, fetch all transaction rules from MX and write each rule's match description, category, and priority to a new row — repeat the user GUID in column A for each rule row so you can sort and filter by user.
Some rules have the same match pattern applied by multiple users and you want to flag those
For each user GUID in column A, fetch all transaction rules and write match description, category, and priority to columns B, C, D — in column E flag any match description that appears for more than one user as "Shared pattern" for easy identification.
You need to verify that all categories assigned by rules match the platform's standard category list
For each user GUID in column A, fetch all transaction rules and write match description, category, and priority to columns B, C, D — in column E check whether the category in column C appears in the Standard Categories worksheet column A and write "Standard" or "Non-standard".
You want the full configuration audit: all rules for all 20 users, shared-pattern detection, non-standard category flagging, and a summary of the most common overrides for the configuration review team
For each user GUID in column A, fetch all MX transaction rules and write user GUID, match description, category, and priority to columns A through D — in column E flag rules where the match pattern appears across multiple users — in column F flag non-standard categories using the Standard Categories worksheet — in an Audit Summary worksheet show the five most common match patterns, the five most common category overrides, and the total count of non-standard category assignments.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with MX user GUIDs, then ask it to pull all transaction rules for those users and flag any non-standard category assignments or shared patterns across the cohort. For auditing the full user roster alongside those rules, see the MX user roster audit article.