Sumarity
Process

Billing and revenue assurance

What was delivered against what was billed: fees, usage, rebates, service charges. Code recomputes what's due; the judgement is why it differs.

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Workflows

8 workflows, 6 industries.

Proven by code: 6 · Vetoed by code: 1 · Cross-checked: 1

Wealth, asset management and fund administration

Management and performance fee check

Fee basis, rates, periods

Proven by code

Healthcare

Charge capture reconciliation

Services delivered vs billed

Proven by code

Retail, hospitality and consumer

Supplier rebates and promotional allowances

Rebate earned under which agreement

Proven by code

Energy and utilities

Meter-to-bill validation

Reading plausible; bill right

Vetoed by code

Field work order close-out

Work done as recorded; billable

Cross-checked

Telecoms

Interconnect and roaming settlement reconciliation

Partner invoice vs our traffic records

Proven by code

Revenue assurance: usage vs billed

Why usage wasn't billed

Proven by code

Real estate

Service charge (CAM) reconciliation

Costs recoverable and apportioned

Proven by code

Your version of it. On your data.

Start from the closest workflow and describe your differences.

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