Resolving Discrepancies

Resolve a discrepancy

1. Open Discrepancies and filter to Open or Acknowledged.
2. Select the item and inspect its source/import context and comments.
3. Use Acknowledge when someone has taken ownership but the issue is not finished.
4. Correct the underlying record, mapping, or import issue.
5. Select Resolve, add useful resolution notes, and confirm.

Use Waive only when the discrepancy is valid but acceptable. Add a reason so later reviewers can distinguish a deliberate exception from an incomplete investigation.

Use Notify Parties to send the configured producer/carrier notifications while an item remains unresolved. Email delivery depends on server email configuration.

Reconciliation mismatches

On Reconciliation → Volume Mismatches:

• Accept keeps the match and records that the volume difference is accepted.
• Reject / Unmatch removes the match so either side can be paired again.

For unmatched rows, choose Match, compare the suggested candidates, and confirm the correct facility/external transaction pair. Verify ticket number, date, partner, and volume rather than relying on confidence alone.