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Ability to systematically update transactions in ARCS TM? — Cloud Customer Connect
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Ability to systematically update transactions in ARCS TM?

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edited Feb 6, 2020 4:44PM in Account Reconciliation 2 comments

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Is there an ability to systematically (or mass update) transactions loaded into ARCS TM at a later date?

The use case is that we will be bringing in net new transactions each day into the tool, including a Policy field. Sometimes the field is not updated with the policy information until a later date. In today’s world we use a unique ID in a different field to then later update with the Policy # based on a Unique ID > Policy mapping table. For future state, we will need the ability to mass update the transactions already loaded within the tool with the Policy. I do not think that can systematically be done (it can be manually edited by the user in

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