Reconciliation lifecycle

The Lifecycle

Transitions Explained

Open preparation displays draft, in-progress or balanced according to its claims and difference. The first claim can produce balance immediately, and removing every claim returns even a balanced explanation to draft. Approval, abandonment and reversal are retained decisions; a waiting reversal request appears over approved state.

What Cannot Happen

A finalized explanation cannot reopen or be abandoned. An all-zero unclaimed draft can pass service approval despite displaying draft, while closed-period reversal requires another actor.

Concurrency and Timing

Lifecycle completion locks its explanation and holdings, then applicable fiscal periods and operational batch. Keyed repeats can replay retained answers; audited guards retain refusals, while later storage errors can roll back without an attempt.