Which record types should a buyer name when requesting an allocation dataset?

When writing a request, name the record types you need so the generated set contains the links your evaluation relies on.

- Receipts with exact, abbreviated, mistyped and missing payer references, so matching difficulty can be graded by type. - Open obligations with balances, due dates, status and terms such as discounts or instalment schedules. - Customer and payer relationships, including third-party payers and parent-subsidiary arrangements. - Credit notes, adjustments and disputes that change what is actually owed at the moment of matching. - Written policy rules with identifiers, tolerances, approval limits and suspense instructions, kept as versioned files. - Case notes, queries and replies with timestamps and role labels, covering handovers between teams. - Final allocations with reason codes, plus reversals that link back to the original allocation. - Downstream state such as ageing buckets, reminder schedules and account holds, so consequences can be checked.