Account Mappings - MindBridge Documentation

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Account mapping aligns your organization’s accounts with MindBridge Account Classification (MAC) codes based on their nature, ensuring that MindBridge can consistently and effectively analyze datasets across the engagement. Before an analysis can be run, all account mappings within the given engagement must be marked as Verified or MAC code.

Mapping statuses

• Verified: Indicates that the account has been mapped to a MAC code or grouping code automatically, and/or was previously manually verified.
• Unverified: Indicates that MindBridge automatically mapped the account to a lowest level account grouping code based on the grouping code and/or account description, and should be verified for accuracy before you proceed.
• MAC code: When using a MindBridge default library, this indicates that the imported general ledger file included a “MAC code” column that accurately reflects the lowest-level MAC code for each account group in the ledger — in this case, MindBridge uses direct matching to map the accounts.
• Modified: Indicates that an account’s MAC code was updated when copied between account groupings — this may happen if a different library is selected while rolling an analysis forward or duplicating an analysis into a new engagement.
• Manual: Indicates that the account mapping was changed manually by a member of your team.
• Inferred: When a less granular grouping code or MAC code is provided, this indicates that MindBridge has automatically mapped the account to a Level 3 MAC code based on the provided code and account description, and should be verified for accuracy before you proceed.
• Unmapped: Indicates that the account has not yet been mapped to a valid MAC code or grouping code.