Matching and cases
How do I assess a case?
Review the discrepancy, the underlying data and the next step before you settle a case.
- Open Cases and pick a discrepancy you want to investigate.
- Compare the expected and actual amount against the order, the settlement and the configured contract rules.
- Check that the case holds enough evidence. A signal is not automatically a confirmed error or a recoverable amount.
- Use the available actions on the detail page to handle the case and update its status.