Counterparty 360

Meridian Spine & Ortho

How the whole relationship behaves financially and operationally.

All counterparties

Medical Provider · Southeast

Meridian Spine & Ortho

WatchWatchTrend: Stable · Primary contact: — · Preferred: Email

Relationship health

Exposure

$295K

Open AR

$216K

Avg days to pay

Promise reliability

61%

Response rate

52%

Preferred channel

Dispute rate

Moderate

Broken promises 90d

Start CommunicationView Risk BriefRelationship Memory

RevenueOS counterparty assessment

88% confidence

“Weak relationship signals; involve a manager in recovery.”

Why: Days to pay 74 vs portfolio 52; reliability 61% vs 80%; response 52% vs 71%.
Evidence: 1 open cases · 0 kept / 0 broken promises · 0 payment exceptions · trend stable
Recommended handling: Involve a manager, confirm commitments in writing and tighten terms.

Financial intelligence

Total exposure: $295,400
Open AR: $216,300
Recovered YTD: $0
Payments YTD: 0
Average payment: $0
Average days to pay: 74
Largest open balance: $216,300

Payment behavior

Days to pay 12M → 90D → 30D: 74 → 74 → 74
Payment timeliness: Rarely
Partial payment frequency: 0%
Short-payment events: 0
Unapplied cash events: 0
Payment exceptions: 0
Payment trend: Stable

Promise behavior

Promises due in window: 0
Kept: 0
Broken: 0
Window reliability: —

All-time made: 0
Partial fulfillment: 0
Profile reliability: 61%
Trend: Stable

Communication behavior

SMS response rate: 100%
Voice contact rate: 0%
Email response rate: 100%
Human contact success: 70%
Average response time: 6.4 hours (illustrative)
Preferred channel: Email
Last meaningful contact: 2026-10-07 · Email · Contacted

Relationship intelligence

Relationship memory57 · Watch

Involve a manager, confirm commitments in writing and tighten terms.

Preferred Email · reliability 61% · Stable

Strategic status: Not designated
Sensitivity: Standard
Escalation guidance: Immediate manager review on next miss
Relationship manager: Priya Nair

Open Relationship Memory

Portfolio benchmark

Measure	Firm	Portfolio
Days to pay	74	52
Promise reliability	61%	80%
Response rate	52%	71%
Dispute rate	Moderate	Moderate
Recovery rate	27%	36%
Exposure	$295K	$1.4M avg

Portfolio = mean across all counterparties; dispute benchmark illustrative.

Active cases · 1

$216,300 open AR

Case	Outstanding	Age	Status	Promise	Recovery score	Owner	Next action
G-26118	$216,300	240d	Critical	—	38	Priya Nair

Current opportunities

Money Finder opportunities linked to this counterparty.

Dormant AR
Case G-26118 · Needs Review · Re-engage firm through preferred channel
$28,500

Open Money Finder

Exceptions & disputes

Payment exceptions, held checks, missing remittance, settlement mismatches and disputes.

No open exceptions.

12-month behavior trend

Nov → Oct. Current values are live; earlier months are interpolated from profile history (illustrative).

Exposure

$295K12M ago $281K

Days to pay

7412M ago 74

Promise reliability

61%12M ago 59%

Response rate

52%12M ago 50%

Relationship health

5712M ago 58

Contacts

Name	Role	Phone	Email	Preferred	Permission	Last contact	Response

Fictional demo contacts.

Entity quality

Golden record confidence: 99%
Duplicate risk: Low
Address verified: Yes
Contact verified: 0/0 verified
Relationship links: 1 cases · 0 payments · 0 attorneys

Data Health

Unified timeline

Cases, payments, promises, communications, exceptions, disputes, escalations and relationship events.

2026-10-07EmailEmail · Contacted
2026-10-07SMSSMS · Promise
2026-08-25CaseCase settled

Ask GAIN · counterparty

What RevenueOS found: Total exposure to Meridian Spine & Ortho is $295K with $216K open AR.
Why: Sum of all case amounts and outstanding balances for this counterparty.
Evidence: 1 open cases
Largest open balance $216K
120+ days: $216K
Impact: Exposure visible in one place.

Built from live shared records on this page.