--- 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?sv=2026-02-06&spr=https&st=2026-11-04T02%3A40%3A35Z&se=2026-11-04T03%3A40%3A35Z&sr=c&sp=r&sig=Cc9EAo4GScnOJdpbSzsqPfR%2FoLuzui7WgCxrjBY4xIo%3D) > [!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?sv=2026-02-06&spr=https&st=2026-11-04T02%3A40%3A35Z&se=2026-11-04T03%3A40%3A35Z&sr=c&sp=r&sig=Cc9EAo4GScnOJdpbSzsqPfR%2FoLuzui7WgCxrjBY4xIo%3D) ### 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?sv=2026-02-06&spr=https&st=2026-11-04T02%3A40%3A35Z&se=2026-11-04T03%3A40%3A35Z&sr=c&sp=r&sig=Cc9EAo4GScnOJdpbSzsqPfR%2FoLuzui7WgCxrjBY4xIo%3D) 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?sv=2026-02-06&spr=https&st=2026-11-04T02%3A40%3A35Z&se=2026-11-04T03%3A40%3A35Z&sr=c&sp=r&sig=Cc9EAo4GScnOJdpbSzsqPfR%2FoLuzui7WgCxrjBY4xIo%3D) ## 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?sv=2026-02-06&spr=https&st=2026-11-04T02%3A40%3A35Z&se=2026-11-04T03%3A40%3A35Z&sr=c&sp=r&sig=Cc9EAo4GScnOJdpbSzsqPfR%2FoLuzui7WgCxrjBY4xIo%3D) 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?sv=2026-02-06&spr=https&st=2026-11-04T02%3A40%3A35Z&se=2026-11-04T03%3A40%3A35Z&sr=c&sp=r&sig=Cc9EAo4GScnOJdpbSzsqPfR%2FoLuzui7WgCxrjBY4xIo%3D) 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?sv=2026-02-06&spr=https&st=2026-11-04T02%3A40%3A35Z&se=2026-11-04T03%3A40%3A35Z&sr=c&sp=r&sig=Cc9EAo4GScnOJdpbSzsqPfR%2FoLuzui7WgCxrjBY4xIo%3D) [Read more on understanding reconciliations in LUSID.](/v1/docs/understanding-reconciliations-in-lusid)