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Today's Exceptions

Per-sheet walkthrough — L1 Reconciliation Dashboard.

What the sheet shows

The 9am roll-up. UNION ALL across all 5 L1 invariant views (spec_example_drift, spec_example_ledger_drift, spec_example_overdraft, spec_example_limit_breach, spec_example_expected_eod_balance_breach) scoped to the most recent business day in the data. Materialized at refresh time so each visual reads a small precomputed table rather than re-running the 5-branch UNION live.

The magnitude column is normalized per branch to a positive number (ABS(drift) for drift / ledger_drift / expected_eod_breach; ABS(stored_balance) for overdraft; outbound_total - cap for limit_breach) so a sort-by-magnitude reads consistently across check kinds.

Screenshot

Today's Exceptions

When to use it

First sheet to open every morning. The KPI answers "did anything break overnight?"; the bar chart shows the error class shape; the detail table sorts biggest-first so the loudest violations are at the top.

Visuals

  • Open Exceptions (KPI) — total count of L1 SHOULD-constraint violations on today's business day.
  • Exceptions by Check Type (BarChart, horizontal) — count per check kind. Spikes in one kind point at a recurring error class to investigate first.
  • Exception Detail (Table) — every violation on today, sorted by magnitude DESC. transfer_type and account_parent_role are NULL for branches that don't carry them.
  • Institution Context (TextBox) — footer with the L2 instance's top-level description. Mirrors the Getting Started welcome at the bottom of the unified-view landing page.

Drills

  • Left-click any account_id → narrows the Drift sheet to that account (pL1FilterAccount parameter). Per the CLAUDE.md drill-direction convention: left-click moves you upstream, toward the per-invariant source of the violation.
  • Right-click → "View Daily Statement for this account-day" → opens Daily Statement filtered to the clicked (account_id, business_day) for the per-leg walk. Per convention: right-click moves you downstream, deeper into the investigation.

Filters

  • Date From / Date To — universal date-range pickers (scoped on business_day).
  • Check Type — multi-select dropdown over the 5 check kinds.
  • Account — multi-select dropdown over account_id.
  • Transfer Type — multi-select dropdown over transfer_type.