Check POD, PDR and customer data
Upload the bill, contract and client record. ActaFlow shows which data doesn't match and where it was read from.
The request
Compare the POD, PDR and client details across the bill, contract and client record. Ask me to confirm any discrepancies.
ActaFlow organises the steps of the request. Add the documents and check the data before using the result.
The workflow steps
- Upload the case documentsChoose the bill, contract and client record, and specify which fields to check.
- Read codes and client detailsActaFlow reads the POD or PDR, account holder, VAT number and address in the documents.
- View the mismatched dataActaFlow lists differing codes, missing fields and discrepancies in how the data has been recorded.
- Confirm the correct dataThe manager checks the documents and confirms the data or requests an updated version.Manager check
- Prepare the record for the back officeActaFlow collects the confirmed data and indicates which information is still required.
Codes compared
POD, PDR and client data are reported by document in the same table.
Data to request from the client
The summary indicates which values are missing or require an updated document.
Record for the back office
Colleagues receive the confirmed data and the list of points still to be clarified.
How you set up the automation
ActaFlow reads the POD or PDR, account holder, VAT number and address in the documents. The manager checks the documents and confirms the data or requests an updated version.
What you need
- Bill and contract available
- Case record sheet
- List of fields that must match
Upload the case documents
Choose the bill, contract and client record, and specify which fields to check.
Read codes and client details
ActaFlow reads the POD or PDR, account holder, VAT number and address in the documents.
View the mismatched data
ActaFlow lists differing codes, missing fields and discrepancies in how the data has been recorded.
Confirm the correct data
The manager checks the documents and confirms the data or requests an updated version.
Prepare the record for the back office
ActaFlow collects the confirmed data and indicates which information is still required.
Describe the work. AI helps you prepare your workflow.
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Frequently asked questions
Does ActaFlow automatically correct the POD or PDR?
ActaFlow shows the codes present in the documents and flags any discrepancies. The manager verifies which one is correct. Missing figures remain to be confirmed.
Can I also check the VAT number and address?
Yes. Specify these fields in the request and upload the documents that contain them. The comparison uses the data provided and does not verify official registers.
Which files should I upload for the check?
Use the bill, contract and client record from the same case. Specify the fields that must match and the contact responsible for confirming the data.
What happens if two documents show different codes?
The comparison keeps the codes and source documents identifiable. The contact clarifies the discrepancy before the data is used for the case.
Check the data for a case
Upload the documents and specify which fields must match before passing to the back office.