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Reconciliation

Recover an uncertain reconciliation action

Retry the retained request to check its original outcome before making a new change.

Updated 2026-11-11

When a reconciliation action’s saved result cannot be confirmed, Institution retains the original request for recovery. Resume reconciliation request and Retry retained request check that specific outcome rather than preparing another copy of the action.

  1. Return to the original company and statement window.
  2. Open Resume reconciliation request and read the retained action and date range.
  3. Choose Retry retained request, then inspect the confirmed saved result.

Do not change an uncertain request into a new decision

The retained action’s fields are locked during recovery. This preserves the selected rows, evidence, and decision that were originally submitted.

An uncertain response does not prove that a match, balance update, or completion failed to save. Repeating the work as a new request could make the result harder to understand. If current statement evidence has changed, the retained request still checks only its original outcome; prepare a fresh action after that result is resolved. If the request was definitively rejected instead, use the offered discard-and-refresh path. Keep the browser’s saved data while recovery is pending. Finish by reviewing the current period state so you know which work remains after the original action is confirmed.

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