Correct File Errors With Restatement

If you receive the wrong data, fix the error with restatement files.

Overview

Restatement is a full replacement of a previous file. The new file includes previously correct records and newly corrected records. In most cases, the records from this new file are used to overwrite the records from the previous file.

Restatement is required when you have a data version based on a file including errors. The file with errors must be excluded and a second restatement file uploaded to correct the errors.

Step One: Exclude the old file

Exclude an incorrect file from a source.

Tip:  

  • Identify the old file by its upload ID or upload time.
  • This feature is also available through Visier's public APIs. For more information, see Data and Job Handling API.
  1. On the global navigation bar, click Data > Sources.
  2. Select a source.
  3. Navigate to Uploaded Files.
  4. To exclude a file, turn off the Exclude/Include toggle.
  5. Click Save.

Step Two: Upload the new file

Upload a restatement file to replace the incorrect file.

Note: This feature is also available through Visier's public APIs. For more information, see Data and Job Handling API.

  1. On the global navigation bar, click Data > Data Transfers.
  2. Click Upload File.
  3. Select the new file.
  4. Click Open.