This documentation supports the 9.1 to 9.1 Service Pack 3 version and its patches of BMC Atrium Core. The documentation for version 9.1.04 and its patches is available here.

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Reconciliation Identify activity overview

To add an Identify activity to a reconciliation job, follow the process outlined in the following steps.

Each step represents a procedure. In the sections that relate to this process, the graphic is repeated, and the related step is highlighted.

  1. Create a job to hold the Identify activity, if no job exists. See Creating and editing a customized reconciliation job.
  2. Create an Identify activity which stores the rules and datasets for identification. See Creating a reconciliation Identify activity

    Note

    Activities cannot be reused between jobs. If you delete a custom job, all its activities are also deleted. If you delete a a standard job, all its activities and identification and precedence rulesets are also deleted.

  3. Create Identification rulesets, each of which has rules that match instances between two datasets. See Creating an Identification ruleset for reconciliation.
  4. Select the datasets to identify. See Relating datasets and Identification rulesets for reconciliation.
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