Diagnosing Duplicate Transaction IDs Causing Reconciliation Failures
Identified a root cause that had stumped the team, then built the fix logic using Claude and coordinated with the tech team to resolve it.
Naman Kriplani
Financial Data Analyst at M5Wealth
From their time as
Financial Data Analyst
Valuefy • 2026
Overview
Naman was working on a reconciliation case where a client account was showing persistent breaks. The automated transaction files were failing, and the team had not been able to identify why.
The Story
Naman was working on a reconciliation case where a client account was showing persistent breaks. The automated transaction files were failing, and the team had not been able to identify why.
He went into the files directly. What he found was that multiple transactions all carried a transition ID of zero. In the reconciliation system, duplicate IDs cause files to fail, and an ID of zero across multiple records is treated as a duplicate. That was the root cause.
His manager had not identified the issue. Naman worked through it independently and then moved to building the fix. He used Claude to develop the preprocessor logic: a rule that would assign a unique transition ID to any record where the ID was zero, drawing from the other columns in the file to generate a value that would be unique each time.
He presented the logic to the tech team. They reviewed it, approved it, and implemented it. He also provided a SQL query to delete the duplicate records before the corrected files were integrated into the system.
Once the fix was in place, the breaks were resolved. The client was updated on the call that followed, and the account was clean.