Check commissions and chargebacks
ActaFlow links the statement lines to the available contracts and prepares a list of amounts and reasons to be checked.
The request
Compare the commission statement, contracts and economic plan. Show me the reversals and matches to be checked.
ActaFlow organises the steps of the request. Add the documents and check the data before using the result.
The workflow steps
- Upload statement and contractsIndicate the period of the check and upload the applicable commission plan.
- Read lines and identifiersActaFlow reads amounts, descriptions and codes and matches them against contract data.
- Propose the matchesActaFlow links the available codes and separates uncertain matches from lines with no match found.
- Check contracts and amountsThe manager confirms the matches and checks the plan applicable to the doubtful lines.Manager check
- Prepare the request to the principalActaFlow collects the confirmed lines that require further details and the documents to be requested.
Each line with the proposed contract
The overview shows the identifiers used to link the statement and the internal list.
Uncertain matches visible
Lines without a sufficient match remain to be checked.
Request referring to specific lines
The draft lists the case code, amount and description to be clarified with the principal.
How you set up the automation
ActaFlow reads amounts, descriptions and codes and matches them against contract data. The manager confirms the matches and checks the plan applicable to the doubtful lines.
What you need
- Principal's statement and correction notes
- List of contracts with codes and available statuses
- Mandate and applicable commission plan
Upload statement and contracts
Indicate the period of the check and upload the applicable commission plan.
Read lines and identifiers
ActaFlow reads amounts, descriptions and codes and matches them against contract data.
Propose the matches
ActaFlow links the available codes and separates uncertain matches from lines with no match found.
Check contracts and amounts
The manager confirms the matches and checks the plan applicable to the doubtful lines.
Prepare the request to the principal
ActaFlow collects the confirmed lines that require further details and the documents to be requested.
Describe the work. AI helps you prepare your workflow.
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Frequently asked questions
Can ActaFlow link lines that don’t share the same code?
It can propose a match from the available data and indicate the reason. The manager must confirm it; ambiguous cases remain open.
Does it calculate how much the principal must pay?
It prepares the comparison according to the data and criteria provided. The manager checks amounts and conditions and decides what clarifications to request.
How do I prepare the files for the commission comparison?
Provide the commission statements, the relevant contracts and the available economic rules. Indicate the period and references to use for matching the items.
Is an unmatched commission considered due?
Items with no match found must remain to be verified. The manager compares the data and agreements before confirming an amount or requesting clarification.
Check a commission statement
Upload the statement, contracts and economic plan for the period.