Accounting › Finance Intelligence
Narratives
The generated text and the edited one, both kept — the difference between them is the most useful feedback there is, and a narrative rewritten entirely was not worth generating.
Where to find it
- Module: Accounting
- Group: Spend & Risk
- Section: Finance Intelligence
- Screen: Narratives
Address in the console: /accounting/finance-narratives
List · 9 columns · 7 fields on its form · 1 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Created | Date and time | created_at |
| Type | Status | narrative_type |
| Period | Code | period_code |
| Title | Text | title |
| About | Code | subject_ref |
| Rewritten % | Number | edit_distance_pct |
| Edited by | Text | edited_by_name |
| Approved by | Text | approved_by_name |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Type required | Choice | variance, close_summary, cash_commentary, management_report, flux_analysis, board_note, audit_response | |
| Period | Text | ||
| About | Text | ||
| Title | Text | ||
| Generated | Long text | ||
| Final | Long text | ||
| Figures it was written from | Text | Kept so a narrative can be re-checked against the numbers it claims to describe. |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.