---
title: "How do I review and manage reconciliation results?"
slug: "how-do-i-view-and-manage-reconciliation-results"
updated: 2025-08-21T10:53:53Z
published: 2025-08-21T10:53:53Z
canonical: "support.lusid.com/how-do-i-view-and-manage-reconciliation-results"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.lusid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I review and manage reconciliation results?

The **Reconciliations > Overview** dashboard in the LUSID web app enables you to track, review, and approve your reconciliation results.

Each [reconciliation run](/v1/docs/how-do-i-run-a-reconciliation) can include results for up to three types of reconciliation:

- Holdings
- Transactions
- Valuation

LUSID bases the results on the configuration specified in the [group reconciliation definition](/v1/docs/how-do-i-configure-a-reconciliation-definition).

## Step 1: Reviewing results

For each reconciliation type, you can select the **View** icon to inspect the results, including:

- [Matches](/v1/docs/understanding-reconciliations-in-lusid#matches)
- [Breaks](/v1/docs/understanding-reconciliations-in-lusid#breaks)
- [Partial matches](/v1/docs/understanding-reconciliations-in-lusid#partial-matches)

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(912).png)

> [!NOTE]
> Comments
> 
> You can leave comments when you review matches, partial matches and breaks, and view the comment history. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(914).png)

### Managing breaks

You can designate two or more break rows as a *manual match*. Manual matches generate a **Match key** to help you track matching data. [What is a break in LUSID?](/v1/docs/understanding-reconciliations-in-lusid#breaks)

To manually match a break:

1. In the **Breaks** tab, select the rows you wish to match and click the **Manual match** button. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(885).png)
2. Confirm the generated **Match key** or provide your own and, optionally, record a comment.

You can edit and rematch these as many times as you need.

### Managing partial matches

You can add break codes and comments to partial matches to track your reconciled data. [What is a partial match in LUSID?](/v1/docs/understanding-reconciliations-in-lusid#partial-matches)

[See how to add your own break codes to LUSID.](/v1/docs/how-do-i-add-break-codes-to-lusid)

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(915).png)

## Step 2: Submitting for approval

Once reviewed, you can submit the reconciliation results for approval by clicking the **Submit for 4-eyes** button: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(916).png)

LUSID enables you to set up role-based permissions to manage who can access and approve a reconciliation review. [Read more.](/v1/docs/identity-management-and-access-control-iam)

Users with suitable permissions can inspect the reviewed results, add comments, and choose to:

- **Confirm 4-eyes**
- **Return to review**

## Step 3: Rerunning to update or confirm results

You can rerun a reconciliation to check the results as many times as you need. For example, if you:

- Amend your data and need to check the reconciliation results are now matches.
- Add break codes and match keys to your results and need to confirm the results remain consistent on a rerun.

If you wish to rerun the group reconciliation, you can do so via **Reconciliations > Overview**: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(917).png)

LUSID displays an additional row for each reconciliation type per rerun, so you can easily distinguish between the results of each rerun.

> [!NOTE]
> Result status
> 
> Each reconciliation result has a **Result status** describing how the result transformed upon rerun, out of:
> 
> - **New**
> - **Confirmed**
> - **Changed**
> 
> Note that when you rerun a reconciliation after successfully amending the underlying data that caused a break, the **Result** displays **Resolved**. LUSID records the amended data as a new match or partial match.
> 
> ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(928).png)

[Read more on understanding reconciliations in LUSID.](/v1/docs/understanding-reconciliations-in-lusid)