Accessing the Execute Reconciliation page
From the Reconciliations page, click the Execute button. Alternatively, use the Execute action from the Dashboard’s action buttons.
Run modes
Before starting, select a run mode from the Mode dropdown:
| Mode | Description |
|---|---|
| DRY_RUN | Simulates the reconciliation without persisting any matches. Use this to preview results before committing |
| COMMIT | Runs the reconciliation and persists all confirmed matches immediately |
Starting a run
Click the Execute button to start the reconciliation. The page displays the run status with a badge indicating the current state:
| Status | Description |
|---|---|
| QUEUED | The run is queued and waiting to be processed |
| PROCESSING | The matching engine is actively processing transactions |
| COMPLETED | The run finished successfully |
| FAILED | The run encountered an error. The failure reason is displayed below the status badge |
Reviewing results
When a run completes, the page displays six summary cards:
| Card | Description |
|---|---|
| Candidates | Total number of candidate transactions evaluated |
| Matches | Number of match groups created |
| Auto-Confirmed | Matches confirmed automatically based on rules and confidence thresholds |
| For Review | Matches that require manual review before confirmation |
| Unmatched | Transactions that could not be matched |
| Prev. Unmatched | Previously unmatched transactions carried over from earlier runs |
Committing a dry run
If the run was executed in DRY_RUN mode, a Confirm & Commit button appears after completion. Click it to persist the results as a committed run.
Viewing detailed results
Click the View Results button to navigate to the Matches page, filtered by the current context and run. From there you can inspect individual match groups, review confidence scores, and resolve unmatched transactions.