Use Case: To set-up reconcilliation of 2 files or more files:

• Step 1:
• Login and import a file (eg spreadsheet) of data
• and within minutes:
• Configure folders which show different subsets of the input data, eg those with missing data
• Setup workflow actions to enrich/move data between queues
• Make this available to any authorised user globaly
• Step 2:
• Import 2nd file of data
• and within minutes:
• Relate any common fields on the new data to earlier file
• Tell the system the common index field
• Reload
• and within minutes:
• View folders which show combined data and any records with conflicting values
• View folders which show records that are not in both
• and depending on results...
• Add conversion rules to translate field values to common formats
• (dates and amounts are automatically standardised)
• options thereafter
1. Update each source with missing records, & rerun cycle periodically to prove complete
2. Setup exports to update source system from 1View and then use 1View as the 'master'
• Step 3:
• Import 3rd file of data and repeat step 2,
• Using the folders, monitor the transaction life-cycle and exceptions