Home 3-way Reconciliation What do the 'Scenario' labels e.g., 'Identifier Mismatch', 'Many-to-One Sum Match' in Data preview mean?

What do the 'Scenario' labels e.g., 'Identifier Mismatch', 'Many-to-One Sum Match' in Data preview mean?

Last updated on Aug 31, 2026

Short Answer: The 'Scenario' column in Data preview shows example reconciliation outcomes for sample rows Exact 1:1 Match, Identifier Mismatch, Duplicate Handling, Sum Mismatch, etc.

PreRequisites

  1. Open a report's 'Configure file' modal so 'Data preview (20 rows)' is visible

Steps

  1. Open the 'Configure file' modal for a report.
    You see 'Data preview (20 rows)' with a 'Scenario' column.

  2. Scan the 'Scenario' values e.g., 'Exact 1:1 Match', 'Identifier Mismatch', 'Many-to-One Sum Match'.
    Each label indicates how that sample row would be treated during reconciliation.

  3. If many rows show mismatch scenarios, adjust mapping Header row, Reference / Identifier, Amount or add validation checks.
    Fewer mismatch scenarios appear in preview after corrections.

Troubleshooting

  1. Many rows show 'Identifier Mismatch' or 'Sum Mismatch'.
    LikelyCause: Identifiers or amounts are not mapped correctly or identifiers have inconsistent formatting.
    Action: Verify 'Header row', reselect the correct Reference / Identifier columns, and ensure the 'Amount' column is correct. Consider adding a validation check for amounts.

Note: The Data preview is a 20-row sample to help validate mappings before running the full reconciliation.