Administrator Set Up Tasks for Group Reconciliations
There are several one time set up tasks that must be performed by an Administrator in order to work with Group Reconciliations.
- Defining Sub-Segments
- Configure the Format for the new group reconciliation settings and then apply the format to the profiles that will be group reconciliations.
- Apply the Group Reconciliation Format to Profiles
- Map sub-segments to target dimensions in Data Integration. See Data Integration - Target Application Dimension Mapping.
- Create an Integration in Data Integration
After the setup, see Ongoing Task - Create and Run a Data Load in Account Reconciliation.
Differences for Preparers
Now that an Administrator has set up and configured the profile sub-segments in both Account Reconciliation and Data Integration, and created and applied a format for group reconciliations and then applied the format to profiles, let's look at how this appears to preparers. See Preparer Tasks for Group Reconciliations.