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Data Trust › Scenario Studio › Scenario Builder

Refined Watchlist Feature in FDR

Tag and track reconciliation exceptions across multiple runs using the Watchlist.

Overview

The Refined Watchlist feature in FDR allows users to tag and monitor specific exception records across multiple reconciliation runs. This guide covers saving exceptions to a watchlist, reviewing watchlist history, and applying watchlist filters.

Note: Ensure all required connection profiles are configured in the Administration module before building this scenario.

Prerequisites

• You are logged in to Data Trust with a Pro-User or Admin Pro-User role.
• An FDR scenario has been executed and exception records are available in the result summary.

Steps

Path: Data Trust › Scenario Studio › Scenario Builder › Refined Watchlist Feature in FDR

Figure 1: Scenario Explorer

This step involves interacting with the Scenario Explorer within the Refined Watchlist Feature in FDR workflow. Follow the on-screen prompts to complete this step before proceeding to the next configuration stage.

Figure 2: Select the FDR and click on Edit

This step involves selecting the Select the FDR and click on Edit within the Refined Watchlist Feature in FDR workflow. Follow the on-screen prompts to complete this step before proceeding to the next configuration stage.

Figure 3: Click on Execution History

This step involves clicking the Click on Execution History within the Refined Watchlist Feature in FDR workflow. Follow the on-screen prompts to complete this step before proceeding to the next configuration stage.

Figure 4: Select Run

Click the Execute button to trigger the scenario and begin processing data from the configured sources. The scenario transitions to Monitor mode where you can track real-time execution progress and view interim results as each step completes.

Figure 5: Click on Exceptions count

The Click on Exceptions count page presents the full outcome of the scenario execution including record counts, match rates, and any detected exceptions. Drill into exception records to inspect individual mismatches and use the Export to CSV option to share results with stakeholders.

Figure 6: Consolidated Exceptions and Watchlist Exceptions

The Consolidated Exceptions and Watchlist Exceptions page presents the full outcome of the scenario execution including record counts, match rates, and any detected exceptions. Drill into exception records to inspect individual mismatches and use the Export to CSV option to share results with stakeholders.

Figure 7: Click on Watch list Icon

This step involves clicking the Click on Watch list Icon within the Refined Watchlist Feature in FDR workflow. Follow the on-screen prompts to complete this step before proceeding to the next configuration stage.

Figure 8: Active Watchlist

The Active Watchlist feature allows you to flag and track specific exception records across multiple execution cycles. Saving records to a watchlist ensures that known outstanding issues are visible in subsequent runs until they are resolved.