1.6.2.4.1.12 Reconciliation

The Reconciliation widget is used to configure and automate the process of reconciling transactions and generating statements. The configuration ensures that financial or transactional data is accurately compared and balanced.

To configure this widget, complete the following steps:

1. On the Process Flow page, expand the Widget section in the left-hand menu. Then, drag and drop the widget onto the canvas.
2. Double-click the widget on the canvas to open the configuration window. The Activity tab will be selected by default.

   Table 1-18 Widget Table

   Field	Description
   Activity Name	Enter a name for the activity in the Activity Name field (e.g., "HIERARCHYRESAVE").
   Activity Description	Enter a description for the activity in the Activity Desc field. This helps to clarify the purpose or function of the activity.
   Activity Type	Ensure the activity type is set to HIERARCHYRESAVE as shown in the image. This is typically auto-filled based on the widget type.
   Status	Select the status for activity type.

3. In the Dynamic Parameters section, configure the settings as described in the table below.

   Note:

   The Transition component is used to control the flow between various components in the Process Flow. Transition connects two activities and the flow is configured based on a Conditional Expression or Decision Rule.

   Table 1-19 Dynamic Parameters for Reconciliation

   Property	Description
   Rule Name	Select the Rule Name to apply during execution for reconciling transactions and generating statements.

4. Click the check mark icon to save your changes. To close the configuration window, click anywhere outside the window on the canvas.