---
title: "How do I configure a reconciliation definition?"
slug: "how-do-i-configure-a-reconciliation-definition"
updated: 2025-07-04T16:25:55Z
published: 2025-07-04T16:25:55Z
canonical: "support.lusid.com/how-do-i-configure-a-reconciliation-definition"
---

> ## 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 configure a reconciliation definition?

You can create a group reconciliation definition to configure a holding, transaction, and valuation reconciliation for a particular set of portfolios or groups.

**Recommended reading:** [Understanding reconciliation definitions in LUSID](/v1/docs/understanding-reconciliations-in-lusid#reconciliation-definitions)

## Methods

LUSID web appLUSID API

1. Navigate to **Reconciliations > Configuration**, and select the **Group reconciliations** tab.
2. Click the **Create group reconciliation** button and populate the form. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(920).png?sv=2026-02-06&spr=https&st=2026-11-04T02%3A34%3A01Z&se=2026-11-04T03%3A34%3A01Z&sr=c&sp=r&sig=%2Fp35ho%2Fr6ibr3u%2FJ9pkrGgsUsus8Z4EItAZ6Emg%2B8AA%3D)

Call the [CreateGroupReconciliationDefinition](https://www.lusid.com/docs/api/lusid/endpoints/group-reconciliations/CreateGroupReconciliationDefinition) API, for example:

```json
curl -X POST "https://<your-domain>.lusid.com/api/api/reconciliations/groupreconciliationdefinitions"
  -H "Authorization: Bearer <your-API-access-token>"
  -d "{
  "id": {
    "scope": "Finbourne-Examples",
    "code": "HoldingUnitsReconciliation"
  },
  "displayName": "Compare holding units",
  "description": "Compares holding units between two portfolios",
  "portfolioEntityIds": {
    "left": [
      {
        "scope": "Finbourne-Examples",
        "code": "EU",
        "portfolioEntityType": "SinglePortfolio"
      }
    ],
    "right": [
      {
        "scope": "Finbourne-Examples",
        "code": "EU-Custodian",
        "portfolioEntityType": "SinglePortfolio"
      }
    ]
  },
  "recipeIds": {
    "left": {
      "scope": "Finbourne-Examples",
      "code": "EU-Equities"
    },
    "right": {
      "scope": "Finbourne-Examples",
      "code": "EU-Equities"
    }
  },
  "currencies": {
    "left": "EUR",
    "right": "EUR"
  },
  "comparisonRulesetIds": {
    "holdingReconciliation": {
      "scope": "Finbourne-Examples",
      "code": "HoldingUnitsRule"
    }
  },
  "breakCodeSource": {
    "dataTypeId": {
      "scope": "reconciliations",
      "code": "break-codes"
    }
  }
}"
```

## Fields

### Portfolios

You must select one or more portfolios/groups for the left and right sides of the reconciliation. When the reconciliation runs, LUSID applies your selected rule for each reconciliation type to both sides.

### Reconciliation types

You can select one reconciliation rule per reconciliation type. [See how to create a reconciliation rule.](/v1/docs/how-do-i-create-a-reconciliation-ruleset)

### Parameters

Each reconciliation definition must specify the following for LUSID to use in evaluating the respective left or right portfolio/group:

- **Recipe left** and **Recipe right**
- **Currency left** and **Currency right**

For transaction reconciliations, you must also specify an amount of time for the **Transaction date window**.

## Updating a group reconciliation definition

Once created, you can click the **Edit** icon to update a reconciliation definition. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(911).png?sv=2026-02-06&spr=https&st=2026-11-04T02%3A34%3A01Z&se=2026-11-04T03%3A34%3A01Z&sr=c&sp=r&sig=%2Fp35ho%2Fr6ibr3u%2FJ9pkrGgsUsus8Z4EItAZ6Emg%2B8AA%3D)

When you update a group reconciliation definition:

- All subsequent reconciliation runs that use the definition will use the updated version.
- Reruns of an existing reconciliation instance that use the definition will use the updated version.