Technical use-case library
Bank Reconciliation | Rabbit Accounts Use-Case Library
Use this page for technical screen behavior, source references, and active Playwright coverage.
Rabbit Accounts
This library is for reviewers, QA, and implementation traceability. Use the product manual for customer-facing guidance.
S23
Bank Reconciliation
Bank Reconciliation supports statement selector, matched/unmatched views, auto-match, manual match/unmatch, variance review.
Playwright coverage
Functional
- tests/bank-reconciliation.spec.ts Functional
Generated master-catalog use cases
Screen-specific behavior
This screen does not have a dedicated detailed markdown file yet, so the use-case page is generated from the master screen catalog.
| Use Case ID | Control Or Trigger | Business Outcome |
|---|---|---|
| UC-MSTR-BANK-007 | Select bank account and statement | User opens the intended reconciliation batch |
| UC-MSTR-BANK-008 | Review matched and unmatched sections | User sees remaining reconciliation work clearly |
| UC-MSTR-BANK-009 | Run auto-match | Match candidates are applied using the current rules |
| UC-MSTR-BANK-010 | Manually match or unmatch a transaction | Exceptions can be resolved by operator judgment |
| UC-MSTR-BANK-011 | Review variance or progress summary | User knows whether the statement is materially reconciled |
| UC-MSTR-BANK-012 | Persist reconciliation outcomes and reload the screen | Matching results remain stable across refresh |
| UC-MSTR-BANK-013 | Keep matching scoped to the selected business only | No cross-business bank data leakage occurs |
Visual walkthrough
Screen snapshots
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