reconcile_obligation_instances
Match expected obligations against observed transactions to identify discrepancies. Records the best transaction match per instance for review.
Instructions
Match expected obligation instances against observed transactions.
Deterministic and idempotent. Records the best transaction match per instance as review evidence (amount + date + merchant scoring). Conservative by default: matches are not silently marked paid (set options.auto_mark_paid to opt in), unmatched past-grace instances become needs_review not overdue (set options.flag_unmatched_needs_review to opt in), and card-statement-input instances are skipped (they settle via the statement, not a checking match).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| as_of_date | Yes | ||
| options | No | ||
| db_path | No |