Codeunit 7250 "Bank Rec. AI Matching Impl."

BankAccRecWithAI · Microsoft.Bank.Reconciliation · BC29-30 · source at ea08af5e · facts from BC29

Properties

Property	Value
Access	Internal

Event subscriptions

HandleOnFindBestMatches subscribes to Codeunit “Match Bank Rec. Lines” OnFindBestMatches
HandleOnRegisterCopilotCapability subscribes to Page “Copilot AI Capabilities” OnRegisterCopilotCapability
RegisterPerCompanyTags subscribes to Codeunit “Upgrade Tag” OnGetPerCompanyUpgradeTags

Procedures

BuildBankRecCompletionTask(IncludeFewShotExample: Boolean): SecretText
AddCompletionPromptLine(Completion: SecretText; NewPromptLine: Text): SecretText (internal)
BuildBankRecCompletionPrompt(TaskPrompt: SecretText; StatementLines: Text; LedgerLines: Text): SecretText
BuildBankRecCompletionPromptUserMessage(StatementLines: Text; LedgerLines: Text): SecretText
BuildBankRecLedgerEntries(var LedgerLines: Text; var TempBankAccLedgerEntryMatchingBuffer: Record "Ledger Entry Matching Buffer" temporary; var CandidateLedgerEntryNos: List of [Integer]): Text
BuildBankRecStatementLines(var StatementLines: Text; var BankAccReconciliationLine: Record "Bank Acc. Reconciliation Line"): Text
RemoveShortWords(Text: Text[250]): Text[250]
ComputeStringNearness(String1: Text[250]; String2: Text[250]): Decimal
PromptSizeThreshold(): Integer
LedgerEntryInputThreshold(): Integer
MaxTokens(): Integer
GetAzureKeyVaultSecret(var SecretValue: SecretText; SecretName: Text): Boolean (internal)
BuildLedgerEntriesFilter(TopLedgerEntries: array[5] of Record "Ledger Entry Matching Buffer"; TopSimilarityScore: array[5] of Decimal): Text
CreateCompletionAndMatch(CompletionTaskTxt: SecretText; var BankAccReconciliationLine: Record "Bank Acc. Reconciliation Line"; var TempBankAccLedgerEntryMatchingBuffer: Record "Ledger Entry Matching Buffer" temporary; var TempBankStatementMatchingBuffer: Record "Bank Statement Matching Buffer" temporary; DaysTolerance: Integer): Integer
CreateCompletionAndMatch(CompletionTaskTxt: SecretText; UserMessageTxt: SecretText; var BankAccReconciliationLine: Record "Bank Acc. Reconciliation Line"; var TempBankAccLedgerEntryMatchingBuffer: Record "Ledger Entry Matching Buffer" temporary; var TempBankStatementMatchingBuffer: Record "Bank Statement Matching Buffer" temporary; DaysTolerance: Integer): Integer
ProcessCompletionAnswer(var CompletionAnswerTxt: Text; var BankAccReconciliationLine: Record "Bank Acc. Reconciliation Line"; var TempBankAccLedgerEntryMatchingBuffer: Record "Ledger Entry Matching Buffer" temporary; var TempBankStatementMatchingBuffer: Record "Bank Statement Matching Buffer" temporary; var NumberOfFoundMatches: Integer)
GenerateMatchProposals(var TempBankAccRecAIProposal: Record "Bank Acc. Rec. AI Proposal" temporary; var BankAccReconciliationLine: Record "Bank Acc. Reconciliation Line"; var TempBankAccLedgerEntryMatchingBuffer: Record "Ledger Entry Matching Buffer" temporary; var TempBankStatementMatchingBuffer: Record "Bank Statement Matching Buffer" temporary; DaysTolerance: Integer)
HasReservedWords(Input: Text): Boolean
ApplyToProposedLedgerEntries(var TempBankAccRecAIProposal: Record "Bank Acc. Rec. AI Proposal" temporary; var TempBankStatementMatchingBuffer: Record "Bank Statement Matching Buffer" temporary): Integer
FeatureName(): Text
RegisterCapability()
FoundInputWithReservedWords(): Boolean

Plus 4 local procedures.

Calls

From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.

Codeunit 7773 “Copilot Capability” (3 calls: RegisterCapability → IsCapabilityRegistered, RegisterCapability → ModifyCapability, RegisterCapability → RegisterCapability)
Codeunit 1252 “Match Bank Rec. Lines” (2 calls: ApplyToProposedLedgerEntries → SaveManyToOneMatching, ApplyToProposedLedgerEntries → SaveOneToOneMatching)
Codeunit 7759 “AOAI Token” (2 calls: FindDateFilterOnLedgerEntryBuffer → GetGPT4TokenCount, GenerateMatchProposals → GetGPT4TokenCount)
Codeunit 8703 “Feature Telemetry” (2 calls: GenerateMatchProposals → LogUptake, GenerateMatchProposals → LogUsage)
Codeunit 9999 “Upgrade Tag” (2 calls: RegisterCapability → HasUpgradeTag, RegisterCapability → SetUpgradeTag)
Codeunit 1251 “Record Match Mgt.” (1 call: ComputeStringNearness → CalculateStringNearness)
Codeunit 2200 “Azure Key Vault” (1 call: GetAzureKeyVaultSecret → GetAzureKeyVaultSecret)
Codeunit 457 “Environment Information” (1 call: RegisterCapability → IsSaaSInfrastructure)

Called by

Page 7250 “Bank Acc. Rec. AI Proposal” (9 calls: ApplyToProposedLedgerEntries → ApplyToProposedLedgerEntries, ApplyToProposedLedgerEntries → FeatureName, AutoMatchWithCopilot → FeatureName, …)
Codeunit 7251 “Bank Acc. Rec. Trans. to Acc.” (7 calls: BuildBankRecStatementLines → HasReservedWords, BuildGLAccounts → HasReservedWords, BuildMostAppropriateGLAccountPromptTask → AddCompletionPromptLine, …)
Page 7252 “Trans. To GL Acc. AI Proposal” (3 calls: GenerateTransferToGLAccountProposals → FeatureName, OnQueryClosePage → FeatureName, PostNewPaymentsToProposedGLAccounts → FeatureName)
Page 7251 “Bank Acc. Rec. AI Proposal Sub” (2 calls: OpenProposedRecord → FeatureName, SaveToTextToAccountMapping → FeatureName)
Codeunit 7252 “Bank Acc. Rec. AI Install” (1 call: OnInstallAppPerDatabase → RegisterCapability)
Page extension 7253 “BankAccReconciliationExt” (1 call: OnOpenPage → RegisterCapability)
Page extension 7254 “BankAccReconciliationListExt” (1 call: OnOpenPage → RegisterCapability)

Recent changes

2026-08-11 #10090 [Bank Acc. Reconciliation with Copilot] Read the functional part of the prompt from .resources and safety clause from Key Vault (main, BC30, refactor)

Ask your agent

Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "codeunit", object_name: "Bank Rec. AI Matching Impl."), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.