Summary

MindBridge uses a large language model (LLM) to suggest account groups for your general ledger accounts. You can review and adjust these suggestions or map accounts manually.

You can also clear selected mappings or reset all LLM-generated mappings if you decide to continue manually.

Configuration

LLM account mapping must be enabled in your MindBridge environment to use suggestions.

Account mappings are shared across the engagement. Changes may affect other analyses that use those accounts.

Choose a mapping method

At the Account mapping step of the Verify accounts workflow, choose how you want to map your accounts.

Review LLM suggestions

1. Under Review AI suggestions, select Apply AI suggestions.
2. Wait for the suggested mappings to be applied.
3. Review the account groups assigned to your accounts.
4. Use the Account group dropdown menus to adjust mappings where needed.
5. Complete the required mappings, then select Next.

Map accounts manually

1. Under Map accounts manually, select Start manually mapping.
2. Use the Account group dropdown menus to assign account groups.
3. Complete the required mappings, then select Next.

You can still use LLM suggestions after choosing manual mapping. When available, select Apply new AI suggestions in the banner above the table to apply suggestions to unmapped accounts.

Clear selected mappings

To remove mappings from selected accounts:

1. Select the checkboxes beside the accounts you want to update.
2. Open the Actions menu in the selection bar above the table.
3. Select Reset selected AI mappings to clear the selected mappings.
4. Use the Account group dropdown menus to map the affected accounts manually

The affected accounts return to Unmapped.

Reset all LLM-generated mappings

You can reset all LLM-generated mappings to return the affected accounts to Unmapped. Mappings you have manually added or edited are retained.

1. Open the Actions menu above the account mapping table.
2. Choose the action to reset all LLM-generated mappings.
3. Review the confirmation message.
4. Confirm to begin the reset, or cancel to keep your existing mappings.
5. Wait for the reset to complete. A progress indicator appears while account groups are being reset.
6. Review and map the affected accounts, or apply suggestions again if needed.

Resolve unmapped accounts

Accounts returned to Unmapped still require attention before you can complete account mapping.

• Use the Account group dropdown menus to assign the appropriate mappings.
• If the page identifies unused accounts that can be removed, use Remove unused accounts through the Actions menu.

Select Show all accounts in the unmapped accounts message to review the affected accounts.

Once the required mappings are complete, select Next. The button remains visible when working with long account lists or smaller screens.