---
title: "RI Genesis "
url: "https://support.aakvatech.com/Reliance Documentation/ri-genesis"
updated: "2026-07-22"
---


## **Introduction**
The **RI Genesis** document type is designed for managing data related to RI reconciliation processes. 

## **1. Overview**
The **RI Genesis** document type consists of fields that capture information essential to reconciliation activities. Users with appropriate roles have permissions to interact with the document. 

### **2. Access and Permissions**
### **User Roles and Permissions**
- **System Manager**: Full access, including reading, writing, creating, submitting, deleting, sharing, printing, and exporting documents.
- **RI User**: Almost full access with the ability to read, write, create, submit, delete, share, print, and email but without the ability to amend or cancel documents.

**Note**: Only users with the assigned roles mentioned above can access or modify RI Genesis documents.

### **3. Document Structure**
### **Key Fields and Their Descriptions**
1. **Company**:

   - **Description**: Links the company associated with this reconciliation record.

2. **Is Reconciled**:
  
   - **Description**: Check to indicate if the document has been reconciled.

3. **Posting Date**:
 
   - **Description**: The current date when the document is posted.(read-only)

4. **Posting Time**:
  
   - **Description**: The current time the document is posted.(read only)

5. **GC Name**:
   
   - **Description**: The name for the reconciliation entry.

6. **GC From Date**:
 
   - **Description**: The start date for the reconciliation period.

7. **GC To Date**:
 
   - **Description**: The end date for the reconciliation period.

8. **GC Report Upload**:
  
   - **Description**: Attach to Upload the related report file for the reconciliation.

9. **GC Report Download Template**:

   - **Description**: Button to download the report template used for creating the document.

10. **Amended From**:
 
    - **Description**: Shows the link reference to the original document if it has been amended.
    - **Read-Only**.

### **4. Creating an RI Genesis Document**
### **Steps to Create a New Document**
1. **Navigate to the RI Genesis module**:
   - Go to **Modules** > **RI Reconciliation** > **RI Genesis**.
2. **Click on “New”**.
3. **Fill out the mandatory and relevant fields**:
   - **Company**: Select the company from the list.
   - **GC Name**: Enter a unique name for the reconciliation.
   - **GC From Date** and **GC To Date**: Choose the start and end dates.
   - **Upload**: Use the **GC Report Upload** field to upload the related file.
4. **Ensure all fields are completed accurately**.
5. **Click “Save”** to save the document as a draft.
6. **Submit the document**:
   - Once verified, click **Submit** to finalize the document.

### **Editing an Existing Document**
1. **Navigate** to the desired document in the **List View**.
2. Click on the document to open it.
3. Make the necessary edits.
4. **Save** and **Submit** if changes are final.

### **Downloading Report Template**
- Click on the **GC Report Download Template** button to download the template file needed for report submissions.

### **5. Field Behavior and Conditions**
- **Read-Only Fields**: Fields like **Posting Date**, **Posting Time**, and **Amended From** are read-only and cannot be modified directly by users.
- **Attachment Handling**: You can upload files up to a specified maximum attachment size in the **GC Report Upload** field.

### **6. Tips for Effective Use**
- Ensure all date fields are consistent to maintain data integrity.
- Use the **Is Reconciled** checkbox to mark documents as reconciled after review.
- Make use of the **GC Report Upload** field to store relevant documents for easy reference and future audits.
- Double-check data before submitting, as amendments require additional permissions.


![RI Genisis]( /private/files/RI Genesis.jpg)