Reconciliation operations

Turn mismatched records into an owned resolution queue.

Build reconciliation consoles that compare source records, classify differences, assign exceptions, and record the final decision. Run filters and pagination server-side so operators can work against real datasets.

data · tables DEV
assignments · dev 12 columns · 5 rows
Employee Project Status Alloc
Mina Alvarez Northwind Rollout ACTIVE 40%
Jonah Kim Atlas Migration ACTIVE 75%
Priya Nwosu Northwind Rollout PLANNED 30%
Lena Richter Mercury Support BLOCKED 55%

server-side SQL · statement + lock timeouts on every transaction

The reconciliation problem

A mismatch report is not an operating process.

Differences between ledgers, settlements, orders, inventory, or partner records need ownership, evidence, resolution actions, and review. Exporting the mismatches to another spreadsheet separates the decision from its source data.

Reconciliation controls

Keep comparison logic and operator decisions in the same governed application.

Relpin supports code-defined matching, server-side work queues, scoped actions, and row-level audit.

01

Code-defined matching

Implement exact, tolerance, grouping, or domain-specific comparison rules in code your engineering team can review.

02

Server-side exception queues

Filter, sort, paginate, and prioritize reconciliation items in SQL instead of loading the working dataset into the browser.

03

Governed resolutions

Limit write-offs, remaps, approvals, and close actions by permission while retaining before-and-after change evidence.

Resolution model

Compare the records, isolate the differences, and close them with evidence.

The console can support scheduled runs, manual investigation, or workflow-driven review without hiding the underlying records.

  1. 01

    Create a reconciliation run

    Load or query the relevant source records and apply the matching rules defined for that operational process.

  2. 02

    Assign the unresolved set

    Create owned work items for unmatched, duplicate, late, or out-of-tolerance records with the source context operators need.

  3. 03

    Resolve and attest

    Record the corrective action, reviewer, timestamps, and resulting state so the next run starts from explainable data.

Reconciliation evidence
Reviewable matching logic
Server-side exception dataset
Permission-scoped resolutions
Before-and-after row audit
Reconciliation questions

Where Relpin fits in the reconciliation stack.

Does Relpin ship a financial matching engine?

No. Relpin is the governed platform for building the reconciliation application. Your team implements the matching rules and source integrations required by the process.

Can the console handle datasets larger than the browser should load?

Yes. Relpin is designed for server-side SQL filtering, sorting, and pagination so operators retrieve the working slice instead of evaluating the full dataset client-side.

Can sensitive resolutions require approval?

Yes. Resolution actions can be permission-scoped, and durable workflows can introduce approval nodes before a write-off, remap, or final close proceeds.

Exceptions with ownership

Build reconciliation operations that remain explainable after close.

Keep comparison logic, investigation context, resolution rights, and audit evidence in one code-first internal tool.