Reconcile document
reconcile_documentRe-run reconciliation of a document's statement lines against the fund's ledger to refresh match statuses and get a summary of matched, discrepancies, proposed, and missing lines. Use after ledger updates.
Instructions
Re-run reconciliation of a document's extracted statement lines against the fund's ledger. Returns the document with refreshed line match statuses plus a summary including matched, discrepancies, proposed, and missing_from_statement. Use after the ledger changed (e.g. proposals were approved) or when you want to re-check a statement.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| fund_id | Yes | Fund ID (discover via whoami or list_funds) | |
| document_id | Yes | Document ID to reconcile |