Account Reconciliation 26.11: AI filtering, renamed loads, audit table change
Account Reconciliation adds natural-language filtering with Generative AI, renames Data Loads to Balance Loads, and changes the Transaction Matching audit table in 27.02.
Egisedge summary. The official content lives on Oracle's site; this page explains what it covers and how we use it.
Users can type a plain request on Profiles, Reconciliations, Transactions, Balances and Matching pages; it becomes filter conditions in the filter bar.
- Turn it on under System Settings > Artificial Intelligence > Generative AI (needs 26.08 or later by end January 2027).
- Data Loads is now Balance Loads and Invalid Mappings is Missing Profiles; the granular role is now Balance Loads - Manage.
- In 27.02 the TM_AUDIT_TRAIL table stores several text columns as numeric codes.
What to do: update user guides and role names, and check any custom report or query that reads TM_AUDIT_TRAIL before February 2027.