Summary Reconciliation - Best Practice

Summary:

Looking for best practices for Summary Reconciliation with respect to preparer and reviewer

Content (please ensure you mask any confidential information):

Hi

We demonstrated the Summary Reconciliation feature, and the client liked the concept and would like to implement it. However, a question was raised regarding the Preparer and Reviewer roles.

The client initially assumed that the summary reconciliation was only a view-only report and would not require any action from their side. We clarified that the summary reconciliation follows the same workflow as child reconciliations, and therefore also requires a preparer and a reviewer.

Based on this, the client proposed using the same preparer and reviewer for both summary and child reconciliations.