> For the complete documentation index, see [llms.txt](https://docs.xyb.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xyb.co/xyb-console/file-vault.md).

# File Vault

The File Vault provides a central location in the XYB Console for uploading, viewing, and managing reconciliation data files such as external bank statements or partner reports.

These files serve as input to reconciliation workflows, which compare external transaction data against ledger balances in XYB. The feature ensures that statement files are stored securely, versioned correctly, and automatically made available for reconciliation processing.

***

### Use cases

| Use case                   | Description                                                                                  |
| -------------------------- | -------------------------------------------------------------------------------------------- |
| Uploading bank statements  | Upload daily or monthly CSV files containing transaction or balance data for reconciliation. |
| Partner or PSP settlements | Store partner-generated data files for reconciliation against ledger entries.                |
| Audit and reporting        | Download or verify previously uploaded statements for audit and compliance purposes.         |
| Issue resolution           | Replace or correct statement files when data needs to be updated or reprocessed.             |

***

### Overview

File Vault allows users to:

1. Upload statement files in CSV format.
2. Validate files against the prescribed reconciliation schema.
3. View stored files with key metadata including upload date, uploader, and date range.
4. Download or replace existing files as needed.
5. Automatically make uploaded files available to reconciliation workflows.

***

### Uploading a file

1. In the XYB Console, open **Platform > File Vault**.
2. Select **Upload file**.
3. Choose **Statement** as the file type.
4. Drag and drop the CSV file or use **Choose file** to select it from your system.
5. Optionally, add a short description.
6. Select **Upload**.

After a successful upload, the file appears in the list view with details such as name, size, date range, file type, and upload date.

***

### Viewing and managing files

Each file in the File Vault displays the following information:

| Field                    | Description                                                     |
| ------------------------ | --------------------------------------------------------------- |
| **ID**                   | Unique identifier for the file.                                 |
| **Name and description** | File name and any additional description provided.              |
| **Size**                 | File size in bytes or kilobytes.                                |
| **From / To**            | Date range of transactions or balances included in the file.    |
| **Type**                 | File category (for reconciliation, this should be *Statement*). |
| **Updated**              | Timestamp and user who last updated or replaced the file.       |

To replace a file, select the **edit** option next to the record and upload a revised CSV.\
The previous version is overwritten, and the updated file becomes the active version.\
To download a file, select the **download** option next to the record.

***

### File validation

All uploaded files are validated before being accepted.\
Validation checks include:

* File format must be CSV (`.csv` extension).
* Required columns must be present.
* Column data types and date formats must be correct.

If validation fails, an error message is displayed describing the issue.\
The file can be corrected and re-uploaded.

***

**Supported formats and limits**

<table><thead><tr><th width="281.33941650390625">Setting</th><th>Value</th></tr></thead><tbody><tr><td>File type</td><td>CSV</td></tr><tr><td>Maximum file size</td><td>25 MB (default limit)</td></tr><tr><td>Encoding</td><td>UTF-8</td></tr><tr><td>Version control</td><td>Latest version replaces previous</td></tr><tr><td>Event handling</td><td>An internal event is generated for every upload or update</td></tr></tbody></table>

***

###


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