Which record types should I request for a simulated payment matching environment?

When asking for a simulated environment, list the record types your agent will touch so the release covers each of them.

- Bank statement lines with value date, amount, payer text and channel, including duplicates, retries and reversals. - Customer and account hierarchy records, including parent organisations and merged or closed accounts. - Open invoices, credit notes and instalment schedules with due dates, statuses and dispute flags. - Allocation policy records with version numbers and effective dates, plus the plain-language text they summarise. - Prior allocations, so the agent can see how earlier payments from the same payer were applied. - Case and note records that capture handovers between teams and unresolved queries. - Downstream queues such as reminders, holds and statements that react when an allocation is posted. - Task definitions with a starting snapshot, permitted actions and the expected outcome or acceptance rule.