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Reconciliation Activity (2.9)

Compares the most recent data loaded into two tables and generates a report on any differences.

Introduction

A reconciliation activity compares the most recent data loaded into two tables. The key map describes how to match a record in one table (the primary table) with a record in the other table (the secondary table). Creating the key map consists of two steps:

  1. Identifying the primary key of each table. Then for a given record in the primary table, the system knows which record of the secondary table to use as comparison.

  2. Matching up the other fields as appropriate. Then for a given field in a given record in the primary table, the system knows which field of the other record to use as comparison.

For each field-to-field comparison, a reconciliation activity specifies a comparison function, a tolerance (if applicable), and how to handle a reconciliation failure.

The results of the reconciliation checks are written to a reconciliation report file.

Options

For each field to be reconciled, the following options apply:

  • Function Type—Specifies the comparison function to use.

  • Rule Name—Specifies a unique rule name.

  • Result Field—Specifies a unique field name. The reconciliation activity will write a 1 or a 0 to this field, to indicate whether reconciliation was successful.

  • Tolerance—Specifies the numeric tolerance. This option is required for numeric comparisons.

    If the tolerance ends with a percent sign (%), then the system treats it as a percentage.

  • Fatal—If selected, that means that failing this reconciliation check should be a fatal error (halting the recipe).

See Also

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