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v1

latestOpenAPI 3.1.02026-07-263644911022.4 KB
Configuration Contexts

Create a reconciliation context

Use this endpoint to create a new reconciliation context. Contexts are used to scope matching rules and organize your reconciliation configuration.

post/v1/contexts

Headers

X-Request-Idstring

A unique identifier for tracing the request across services.

X-Idempotency-Keystring

Optional idempotency key for safe retries. Also accepts Idempotency-Key as an alternative header name. If the same key is sent again and the original request was already processed, the cached response is returned with X-Idempotency-Replayed: true.

See Retries and idempotency for details.

Request body

namestring required
type'1:1' | '1:N' | 'N:M' required

Reconciliation topology (cardinality between sources)

intervalstring required
feeToleranceAbsstring

Absolute fee tolerance amount

feeTolerancePctstring

Percentage fee tolerance

feeNormalization'NET' | 'GROSS'

Fee normalization mode

autoMatchOnUploadboolean

Whether to trigger matching automatically after file upload

Example request

{
  "name": "Bank Reconciliation Q1",
  "interval": "daily",
  "feeToleranceAbs": "0.01",
  "feeTolerancePct": "0.5",
  "feeNormalization": "NET",
  "sources": [
    {
      "name": "Primary Bank Account",
      "type": "BANK",
      "side": "LEFT"
    }
  ],
  "rules": [
    {
      "priority": 1,
      "type": "EXACT"
    }
  ]
}

Response

Successfully created context.

The response includes the X-Idempotency-Replayed header.

If the value is false, the request was just processed. If the value is true, the response is a replay of a previously processed request.

See Retries and idempotency for more details.

idstring

Unique identifier for the context

tenantIdstring

Tenant ID this context belongs to

namestring

Name of the reconciliation context

type'1:1' | '1:N' | 'N:M'

Reconciliation topology type

intervalstring

Execution interval

status'DRAFT' | 'ACTIVE' | 'PAUSED' | 'ARCHIVED'

Current status of the context

feeToleranceAbsstring

Absolute fee tolerance amount

feeTolerancePctstring

Percentage fee tolerance

feeNormalization'NET' | 'GROSS'

Fee normalization mode

autoMatchOnUploadboolean

Whether matching triggers automatically after file upload

createdAtstring

Creation timestamp in RFC3339 format

updatedAtstring

Last update timestamp in RFC3339 format

Example response

{
  "id": "019c96a0-10a0-72d2-9fb0-2b7de8093182",
  "tenantId": "019c96a0-0a98-7287-9a31-786e0809c769",
  "name": "Bank Reconciliation Q1",
  "type": "1:1",
  "interval": "daily",
  "status": "ACTIVE",
  "feeToleranceAbs": "0.50",
  "feeTolerancePct": "0.01",
  "feeNormalization": "NET",
  "createdAt": "2025-01-15T10:30:00.000Z",
  "updatedAt": "2025-01-15T10:30:00.000Z"
}