Alarms and notifications

Alarms and notifications This functionality is intended to automatically notify users when a relevant data event or activity related to a reconciliation occurs (or does not occur).

You can set an alarm to be informed when a source of information is not loaded, or when the reconciliation level of items does not exceed a set minimum percentage. This allows you to avoid having to manually verify certain milestones or relevant facts of the process, giving you the possibility to take action to correct a deviation or inconsistency in a timely manner.

Step 1. Each time you upload a source or create a reconciliation, Simetrik will automatically create alarms on the source upload dates and the minimum reconciliation percentage respectively. To view any of these alarms, click on the alarms icon in the sidebar.

Alarm Types

• Date Alarms: This alarm seeks to notify users when no files have been uploaded to the selected source on the verified day. Initially this alarm will consider the upload date field as relevant to trigger the notification, i.e., if it is identified that no file was uploaded to Source x on d-1 (minus 1 day).

• Alarms of % of conciliation: This alarm seeks to notify users when a reconciliation does not exceed a set minimum percentage. In the case of automatic alarms, the minimum percentage will always be 90%.

Step 2. The created alarms can be downloaded as a table, duplicated or edited .

Step 3. To duplicate an alarm, click on the icon:

• Assign a name

• Assign a description

• Select whether you are going to create the alarm on a source or on a reconciliation.

• Modify the days and the column on which you want to calculate the date or, in case of reconciliation, the minimum expected percentage

• Select the notification method and create the new alarm.

Step 4. To edit which days you receive an automatic date or reconciliation alarm, click on the icon

• Check the days of the week that you want to receive the automatic alarm

• Modify the method in which you receive such an alarm and Save the changes

To edit an alarm created by you, date or reconciliation, click on the icon

• Verify the name and description

• In the case of a reconciliation, select how you want to measure your alarm, whether by amount or by number of transactions and modify the minimum expected percentage.

• Check the days of the week and the hours you want to receive the automatic alarm.

• Select the method in which you want to receive the alarm and save the changes.

Step 5. Optional: To turn off or disable an automatic alarm or an alarm created by you, click on the On/Off icon above each alarm, like this:

Step 6. Optional: To create a new alarm, click on the (+) icon at the top of the Alarms section and assign a name, a description and select whether you want to create it on a Source or on a reconciliation. You will be able to preview or create the alarm.

Step 7. Once you are done, click on Create Alarm:

• In the case of a reconciliation, select how you want to measure your alarm, whether by amount or by number of transactions and modify the minimum expected percentage.

• Select the backward days on which you want to make the calculation or check the information upload. The minimum number of days is -1 day, i.e., the system will take the data from the day prior to the calculation or check.

• Check the days of the week and hours when you want to receive the automatic alarm.

• Select the method of receiving the alarm and save the changes.

Step 8. All alarms created will generate an automatic notification through the platform or by e-mail in the configured periodicity. In case the method is the Platform, you will be able to view them here:

In the case of e-mail, you will be able to view them in your inbox.