3. Commission reconciliation - Person not matched

If you have a Not_Matched_Person exception in your statement - follow the steps below to rectify.

Adviser Cloud puts all your statements together in a straightforward and easily accessible list that allows further management and processing of those statements.

You will be aware of a Non Matching Reconciliation as the item will be shaded in red and the matched column will display 0 out of 3 matched for example.

 

 

 

What to do if a Person doesn’t appear in the system?

1).Check that the name on the statement is spelled correctly, it may be that the name has been incorrectly entered into the statement.

2). check that the person exists in the system, if the person can not be found then it will be need to be added to the system in order for the statement to match.

3).If the person is on the system then check that the name is spelled correctly as the most common cause of unmatched person exceptions is due to the name being spelled differently from the statement.

 

Four Steps to Rectify Person name if you have a Non-Matching Reconciliation:

Step 1 - Within the People tab

 

 Search for the person’s name using the search box at the top or by performing an advanced search

 

Once you have found the correct person, compare the name to the name displayed on the statement.

 

Step 2 - On the person details page click the 'Edit' button within the blue bar found on the far right top of the screen.

 

  

Step 3 - Update the person name in the relevant fields as shown below.

 

 Click green Save button on bottom right of the screen

  

Once the Person name has been corrected the next step is to reprocess the statement – see how to do that in the article on Reprocessing a statement here: Reprocessing a Statement

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