This process is done for all the applications that are Onboarded into the IDHub
What is Reconciliation?
A process of synchronising data from the application to IDHub via a file upload
Why is it required?
Sometimes when changes are made directly in the application without updating in IDHub, then this reconciliation process helps maintain data standardisation in both the places
How does Reconciliation happen for Connected Applications?
For Connected applications, you can synchronise in multiple ways:
- Select a 'Scheduler' time for synchronisation while filling in information on Application while Onboarding OR
- Manually perform synchronisation with flat file upload
Who can perform Reconciliations?
System Administrators as well as IT Owners can perform Reconciliation on Applications
How can I perform Reconciliation?
Firstly, you need to gain access to 'Admin' Module of IDHub to work on this functionality
After getting the permission (This can be attained by requesting 'System Administrator' role), Go to 'Manage Catalog' page
Click on any Application's more options
This will navigate you to the respective 'Reconciliation page
You can upload your csv file or Download the sample file created solely for this application with their custom attributes
Each csv file needs to have all the fields that are required to make sure that the information gets synced with IDHub for that of the application
Upon successful Upload, IDHub reads the file and shows the preview of errors, updates and warnings based on the uploaded file and it's change request.
This page also has an option to 'Upload' the file again or view the uploaded information and it's possible changes by filtering data
Once confirmed, Submit button is clicked to validate the file. If there are any errors found, then the popup shows.
IDHub does not process records that have error in it.
Messages with warnings and updates gets processed as admin confirms by clicking on 'Yes' on proceeding processing of file with errors.
If no error present, the file gets processed automatically.
The processed file information can be viewed within the application's Reconciliation Tab (See below)
Here on Click on View, Admins can see past 'Reconciled' files that might have been generated automatically or via manual file upload. See below an example of uploaded file: