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Use caseUC0111

Catch reconciliation breaks that look watched but aren't

A break can sit escalated for weeks while nobody has actually acknowledged it, and a weekly export won't tell you that. This app rereads every open break's notes each day and flags the ones only pretending to be watched.

For the reconciliation deskWealth & Asset Management

Why it matters

Today's manual process, and the same job with the app

A reconciliation desk at a wealth and asset management firm, watching open breaks every business day.

✕Today's manual process

1Export the open breaks once a week, colored by days since opened.
2Remember who was told escalation and acknowledgment tracked by memory or a side spreadsheet.
3Trust the assigned-owner field even when a handoff was only ever written in a note.
4An unwatched escalation looks handled on the export until it quietly ages further.
One export, checked against memory

✓With the app

1Every open break is read today, not once a week.
2The notes are read too so a spoken handoff or a quiet acknowledgment still counts.
3The true owner is caught even when the assigned-owner field never changed.
4An escalation with no acknowledgment is flagged on its own, so nobody has to notice by accident.
Every break re-read, every single day

See it work

One real case, read from a saved run

BRK-0008-R2: the notes hand this break to a new owner, but the file still shows the old one.

Catch reconciliation breaks that look watched but aren'tReference appBuilt to be shaped to your process
  1. 1Where it starts Already at the top escalation level, escalated to the committee.
  2. 2Today's owner Amara Solanke picked this up from a colleague eight days ago.
  3. 3Fully watched Escalated to the required level, and someone has acknowledged it.
  4. 4Today's result No new escalation is needed; the desk can trust this read.

For engineers

How it is built, and how we measured it

All fourteen steps of the build are written up, from the business case to running it in your own environment.

Kit overview →
120 of 120owners correctly identifiedmeasured in 06 Evals →
119 of 120aging levels correctly matchedmeasured in 06 Evals →
110 of 120escalation status calls rightmeasured in 06 Evals →
$1.18to run all 120 readingsmeasured in 07 Unit cost →

The build, step by step

14 steps

Make it yours

What you see is a reference app. We shape it to how you work.

Every part of it is built to change, and none of it means starting over.

Your rulesYour own aging levels and escalation chain, replacing these starter defaults.
Your recordsYour own reconciliation workpapers and tracker notes, in the format your desk already keeps them.
Your systemsReads from your own break tracker, on your own schedule, every business day.
Your screensThe fields, statuses and wording your reconciliation desk already uses.

Want this for your team?

Talk to us

We can run this on your own break tracker and workpapers, inside your own environment.

Talk to us →
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