Reconciliation scenarios
This topic describes how to create reconciliation scenarios. After you create a scenario, you can view all reconciliation scenarios for the current tenant on the Reconciliation Scenarios page. You can filter the list of scenarios by name, and fuzzy matching is supported.
Create a reconciliation scenario
Log on to the Fund Security Monitoring console. In the navigation pane on the left, click Reconciliation Scenarios.
On the Reconciliation Scenarios page, click Create Reconciliation Scenario.
On the Create Reconciliation Scenario panel, enter the following information and click Submit.
Name: The name must be 1 to 100 characters in length and can contain letters, digits, underscores (_), and hyphens (-). The name must be unique within the tenant.
Parent Reconciliation Scenario: Select a parent scenario to categorize the new scenario.
NoteIf you do not select a parent, the new scenario is created as a root scenario.
Description: An optional description of the reconciliation scenario. The description can be up to 500 characters long.
Modify a reconciliation scenario
In the Operations column of the scenario list, click Modify.
Modify the scenario information as needed. You can modify only the Name and Description.
When you are finished, click Submit to save the changes. The changes take effect immediately for all attached reconciliation points.
Delete a reconciliation scenario
To delete a reconciliation scenario, click Delete in the Operations column of the scenario list. You must detach all attached reconciliation points from a scenario before you can delete it.
Only the owner of a reconciliation point can detach it.