Survey and Agency Fee Reconciliation

The problem

Keep the reasoning inside the workflow

Survey and agency charges draw on multiple documents and agreements, making line-by-line matching and exception review time-consuming. This is not a finished product; we are recruiting 1–2 pilot customers to define the scope.

Module capabilities

• Proposed scope: collect fee documents with their business records
• Proposed scope: reconcile line items against agreed rules
• Proposed scope: flag differences and record their resolution