Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.drpn.ai/llms.txt

Use this file to discover all available pages before exploring further.

This tutorial is a scaffold for saved reconciliation setup. It follows the current create flow and leaves room to add final RuleSet details once the rule-selection flow is finalized.

Before you start

Confirm:
  • The two source systems are known.
  • Each source file type is known: CSV or JSON.
  • Saved schemas exist for JSON sources, or you are ready to create them from the setup flow.
  • Each source has a stable primary ID field or expression.
  • The saved run name is clear enough to recognize later from Open Runs Settings, Run Reconciliation, and automation setup.

What Darpan saves

Setup choiceWhy it matters
Run name and descriptionIdentifies the saved setup in run history, automation setup, and result review.
Source systemsTells Darpan which systems are being compared.
File typesTells Darpan how to read each input.
SchemasGives JSON sources a reusable field contract.
Primary IDsDefines how records are matched across the two sources.

Steps

1

Open the create flow

Open Ask Darpan with Cmd/Ctrl+K or the floating Ask Darpan button. Search for Create Reconciliation Flow and open the result.
2

Name the saved run

Answer What should this run be called? with a stable, specific name. Add a short description when the flow asks for one.
3

Configure the first source

Choose the system that provides the first file. Then choose the file type.If the first source is JSON, select the saved schema that describes it. If the schema does not exist, use Create New Schema from the setup flow and return after saving it.Choose the primary ID field or enter the primary ID expression that identifies each first-source record.
4

Configure the second source

Choose the system that provides the second file. The second system must be different from the first system.Choose the file type, select the saved JSON schema when needed, and choose or enter the primary ID field for the second source.
5

Create the saved run

On the last primary ID step, choose Create. Darpan saves the run setup so it can be executed manually or reused by an automation.
6

Confirm the setup

Open Ask Darpan, search for Open Runs Settings, and confirm the saved run appears. Use Run Reconciliation when you are ready to execute it once with files or connection-backed data.

Expected result

The saved run can be selected from Run Reconciliation and from the automation setup flow. It should clearly show what two systems are compared and which record IDs are used for matching.

Final-flow placeholder

When the RuleSet setup is finalized, add the rule-selection step between source setup and saved-run creation. Until then, treat this page as the stable source, schema, and primary-ID scaffold.