Resolution with approval

This example demonstrates how the AI assistant supports reconciliation resolution through structured approval and documented reporting.

Scenario: Fixing address validation errors

User:

 "Fix the address validation errors"

AI Response:

I'll help resolve the 4 transactions that failed due to address issues.

All 4 ship to customer ABC Manufacturing with this address:

Current: "123 Main St" (incomplete - missing city, state, ZIP)
Suggested: "123 Main Street, Portland, OR 97201"

Address validation confirms this is a valid, deliverable address.

Transactions to be created:


Doc Code	Date	Amount	Est Tax
INV-2025-891	2025-11-12	$4,250.00	$42.50
INV-2025-903	2025-11-13	$1,875.00	$18.75
INV-2025-917	2025-11-14	$3,100.00	$31.00
INV-2025-924	2025-11-15	$2,500.00	$25.00

Note

This will create committed transactions that will be included in your Oregon tax return.

Do you approve creating these transactions?
[Approve & Create] [Review Details First] [Cancel]

User:

Select [Approve & Create]

AI Response:

Transactions created successfully.

Created 4 transactions in AvaTax:

All committed with status "Committed"
Adjustment reason logged: "Reconciliation - Address Correction"
Approved by: john.smith@company.com
Timestamp: 2025-11-20 14:32:15 UTC

Audit Trail Entry:

"Transactions INV-2025-891, INV-2025-903, INV-2025-917, INV-2025-924 created via AI reconciliation. Original sync failed due to an incomplete address. Corrected address applied: 123 Main Street, Portland, OR 97201. Approved by john.smith."