Control
Data Health
Monitor, repair and govern the data powering revenue operations.
Data scan 2026-10-07 · 5:30 AM ET
Data Health Score
87/ 100
Good — Improvement RequiredCompleteness
92%
Accuracy
89%
Duplicate Risk
83%
Entity Integrity
86%
Freshness
91%
Financial Consistency
84%
Illustrative portfolio values.
Business impact
312 data issues · $1.14M of related financial exposure
Records Affecting Cash
118
Block matching or application
Records Affecting Recovery
96
Missing attorney, firm or settlement
Records Affecting Risk
54
Unverified or duplicate entities
Records Affecting Communications
71
Invalid email, phone or address
Potential financial exposure is the value attached to affected records. It is not lost revenue; most of it is collectible once the data is fixed. Records can affect more than one area.
RevenueOS data brief
86% confidenceRevenueOS identified 312 records requiring attention. Missing settlement references and duplicate counterparty records represent the highest operational impact because they contribute directly to payment-matching exceptions.
- 31 sampled worklist items affect cash application
- 2 duplicate/source-conflict items on Smith & Cole
- 38 missing settlement references portfolio-wide (illustrative)
RevenueOS recommends resolving missing payment references and the Smith & Cole source conflict first — they unlock automated cash matching.
Data issue categories · portfolio (illustrative)
Duplicate Counterparty
18
Duplicate Case
22
Missing Attorney
14
Incorrect Firm Association
19
Stale Address
31
Invalid Email
27
Invalid Phone
24
Missing Settlement Reference
38
Missing Payment Reference
29
Conflicting Balance
16
Incomplete Contact
33
Unverified Entity
21
Stale Record
12
Source Conflict
8
Data quality worklist
49 items from live records, ordered by financial impact. Click a row to repair.
| Priority | Entity | Issue | Financial Exposure | Source | Confidence | Recommended Correction | Owner | Status | SLA |
|---|---|---|---|---|---|---|---|---|---|
| High | Smith & Cole LLP counterparty | Source Conflict Cash · Communications | $418,000 | Lockbox | 98% confidence | Standardize to canonical name Smith & Cole LLP (aliases kept) Safe — automation eligible | Priya Raman | Open | 18h left |
| High | G-36345 · Hartwell Injury Group case | Stale Address Communications | $185,400 | Salesforce | 96% confidence | Replace with lockbox remittance address Safe — automation eligible | Marcus Lee | Open | 6h left |
| High | G-36458 · Okafor & Reyes PC case | Stale Address Communications | $164,100 | Salesforce | 96% confidence | Replace with lockbox remittance address Safe — automation eligible | Marcus Lee | Open | 6h left |
| High | G-36571 · Lakeside Injury Law case | Stale Address Communications | $187,300 | Salesforce | 96% confidence | Replace with lockbox remittance address Safe — automation eligible | Marcus Lee | Open | 6h left |
| High | G-36684 · Pemberton & Shaw case | Stale Address Communications | $221,200 | Salesforce | 96% confidence | Replace with lockbox remittance address Safe — automation eligible | Marcus Lee | Open | 6h left |
| High | G-30243 · Smith & Cole LLP case | Conflicting Balance Recovery · Cash | $84,950 | AR | 95% confidence | Confirm settlement terms; keep receivable open — do not auto-close Human approval required | Priya Raman | Open | 4h over |
| High | G-37701 · Westbrook Law case | Missing Attorney Recovery | $150,800 | AR | 100% confidence | Link case to attorney of record Human approval required | Dana Whitfield | Open | 52h left |
| High | G-30017 · Smith & Cole LLP case | Conflicting Balance Recovery · Cash | $79,200 | AR | 95% confidence | Confirm settlement terms; keep receivable open — do not auto-close Human approval required | Priya Raman | Open | 4h over |
| High | G-37588 · Miller & Bennett case | Missing Attorney Recovery | $138,200 | AR | 100% confidence | Link case to attorney of record Human approval required | Dana Whitfield | Open | 52h left |
| High | G-28491 · Smith & Cole LLP case | Conflicting Balance Recovery · Cash | $68,500 | AR | 95% confidence | Confirm settlement terms; keep receivable open — do not auto-close Human approval required | Priya Raman | Open | 4h over |
| High | Smith & Cole LLP counterparty | Duplicate Counterparty Cash · Risk | $86,400 | Payments | 91% confidence | Merge review — link payer alias to Smith & Cole LLP Human approval required | Priya Raman | Open | 31h left |
| High | G-30130 · Smith & Cole LLP case | Conflicting Balance Recovery · Cash | $64,000 | AR | 95% confidence | Confirm settlement terms; keep receivable open — do not auto-close Human approval required | Priya Raman | Open | 4h over |
| High | G-30356 · Smith & Cole LLP case | Conflicting Balance Recovery · Cash | $47,400 | AR | 95% confidence | Confirm settlement terms; keep receivable open — do not auto-close Human approval required | Priya Raman | Open | 4h over |
| High | G-30469 · Smith & Cole LLP case | Conflicting Balance Recovery · Cash | $36,500 | AR | 95% confidence | Confirm settlement terms; keep receivable open — do not auto-close Human approval required | Priya Raman | Open | 4h over |
| Medium | G-30582 · Smith & Cole LLP case | Conflicting Balance Recovery · Cash | $29,700 | AR | 95% confidence | Confirm settlement terms; keep receivable open — do not auto-close Human approval required | Priya Raman | Open | 4h over |
| Medium | Check #85052 · Pemberton & Shaw payment | Incorrect Firm Association Cash | $27,700 | Lockbox | 89% confidence | Apply reference to case G-32616 after review Human approval required | Priya Raman | Open | 6h over |
| Medium | Check #85056 · Harrison Legal Group payment | Incorrect Firm Association Cash | $24,500 | Lockbox | 95% confidence | Apply reference to case G-33294 after review Human approval required | Priya Raman | Open | 6h over |
| Medium | Check #85053 · Northgate Legal payment | Duplicate Case Cash | $25,250 | Lockbox | 87% confidence | Apply reference to case G-33181 after review Human approval required | Priya Raman | Open | 6h over |
| Medium | G-37475 · Carter & Morris case | Missing Attorney Recovery | $87,600 | AR | 100% confidence | Link case to attorney of record Human approval required | Dana Whitfield | Open | 52h left |
| Medium | Check #85057 · Westbrook Law payment | Duplicate Case Cash | $19,800 | Lockbox | 96% confidence | Apply reference to case G-31599 after review Human approval required | Priya Raman | Open | 6h over |
| Medium | Check #85060 · Lakeside Injury Law payment | Missing Payment Reference Cash | $13,900 | Lockbox | 99% confidence | Apply reference to case G-32503 after review Human approval required | Priya Raman | Open | 6h over |
| Medium | Check #85066 · Hartwell Injury Group payment | Incorrect Firm Association Cash | $15,400 | Lockbox | 95% confidence | Apply reference to case G-27310 after review Human approval required | Priya Raman | Open | 6h over |
| Medium | Check #85070 · Miller & Bennett payment | Missing Payment Reference Cash | $14,600 | Lockbox | 99% confidence | Apply reference to case G-31486 after review Human approval required | Priya Raman | Open | 6h over |
| Medium | Check #85071 · Brighton Legal payment | Incorrect Firm Association Cash | $15,050 | Lockbox | 95% confidence | Apply reference to case G-31825 after review Human approval required | Priya Raman | Open | 6h over |
| Medium | Check #85051 · Redwood Law Group payment | Missing Payment Reference Cash | $16,650 | Lockbox | 90% confidence | Apply reference to case G-32051 after review Human approval required | Priya Raman | Open | 6h over |
| Medium | Check #85067 · Pemberton & Shaw payment | Duplicate Case Cash | $14,000 | Lockbox | 96% confidence | Apply reference to case G-32616 after review Human approval required | Priya Raman | Open | 6h over |
| Medium | Check #85075 · Calloway Law Offices payment | Missing Payment Reference Cash | $15,500 | Lockbox | 90% confidence | Apply reference to case G-33068 after review Human approval required | Priya Raman | Open | 6h over |
| Medium | Check #85061 · Bayview Legal Partners payment | Incorrect Firm Association Cash | $12,100 | Lockbox | 95% confidence | Apply reference to case G-32842 after review Human approval required | Priya Raman | Open | 6h over |
| Medium | Check #85062 · Northgate Legal payment | Duplicate Case Cash | $10,400 | Lockbox | 96% confidence | Apply reference to case G-33181 after review Human approval required | Priya Raman | Open | 6h over |
| Medium | Check #85065 · Redwood Law Group payment | Missing Payment Reference Cash | $5,400 | Lockbox | 99% confidence | Apply reference to case G-32051 after review Human approval required | Priya Raman | Open | 6h over |
| Medium | Check #85072 · Marshall & Pierce payment | Duplicate Case Cash | $13,200 | Lockbox | 81% confidence | Apply reference to case G-32164 after review Human approval required | Priya Raman | Open | 6h over |
| Medium | G-44921 · Smith & Cole LLP case | Conflicting Balance Recovery · Cash | $7,750 | AR | 95% confidence | Confirm settlement terms; keep receivable open — do not auto-close Human approval required | Priya Raman | Open | 4h over |
| Medium | Check #85076 · Harrison Legal Group payment | Incorrect Firm Association Cash | $15,800 | Lockbox | 70% confidence | Request remittance detail from payer Human approval required | Priya Raman | Open | 6h over |
| Medium | Check #85077 · Westbrook Law payment | Duplicate Case Cash | $16,200 | Lockbox | 70% confidence | Request remittance detail from payer Human approval required | Priya Raman | Open | 6h over |
| Medium | Check #85080 · Lakeside Injury Law payment | Missing Payment Reference Cash | $15,100 | Lockbox | 70% confidence | Request remittance detail from payer Human approval required | Priya Raman | Open | 6h over |
| Medium | Check #85010 · Westbrook Law payment | Missing Payment Reference Cash | $5,200 | Lockbox | 70% confidence | Request remittance detail from payer Human approval required | Priya Raman | Open | 6h over |
| Medium | Northgate Legal counterparty | Incorrect Firm Association Recovery · Cash | — | AR | 100% confidence | Associate attorney with firm of record Human approval required | Priya Raman | Open | 52h left |
| Medium | Calloway Law Offices counterparty | Incorrect Firm Association Recovery · Cash | — | AR | 100% confidence | Associate attorney with firm of record Human approval required | Priya Raman | Open | 52h left |
| Low | G-31825 case | Conflicting Balance Risk · Recovery | $5,500 | AR | 90% confidence | Obtain second approval or reverse write-off Human approval required | Dana Whitfield | Open | 22h over |
| Low | G-40978 case | Conflicting Balance Risk · Recovery | $3,500 | AR | 90% confidence | Obtain second approval or reverse write-off Human approval required | Dana Whitfield | Open | 22h over |
| Low | G-34876 case | Conflicting Balance Risk · Recovery | $2,500 | AR | 90% confidence | Obtain second approval or reverse write-off Human approval required | Dana Whitfield | Open | 22h over |
| Low | G-37927 case | Conflicting Balance Risk · Recovery | $2,250 | AR | 90% confidence | Obtain second approval or reverse write-off Human approval required | Dana Whitfield | Open | 22h over |
| Low | Rob Hayes attorney | Unverified Entity Communications · Risk | — | Salesforce | 99.1% confidence | Review duplicate attorney profiles; keep verified bar number Human approval required | Marcus Lee | Open | 2.9000000000000057h left |
| Low | Karen Delgado attorney | Unverified Entity Risk · Communications | — | Salesforce | 100% confidence | Verify bar number with state registry Human approval required | Marcus Lee | Open | 52h left |
| Low | Jennifer Vasquez attorney | Unverified Entity Risk · Communications | — | Salesforce | 100% confidence | Verify bar number with state registry Human approval required | Marcus Lee | Open | 52h left |
| Low | Kimberly Bishop attorney | Unverified Entity Risk · Communications | — | Salesforce | 100% confidence | Verify bar number with state registry Human approval required | Marcus Lee | Open | 52h left |
| Low | Lisa Turner attorney | Unverified Entity Risk · Communications | — | Salesforce | 100% confidence | Verify bar number with state registry Human approval required | Marcus Lee | Open | 52h left |
| Low | Susan Young attorney | Unverified Entity Risk · Communications | — | Salesforce | 100% confidence | Verify bar number with state registry Human approval required | Marcus Lee | Open | 52h left |
| Low | Linda Ramirez attorney | Unverified Entity Risk · Communications | — | Salesforce | 100% confidence | Verify bar number with state registry Human approval required | Marcus Lee | Open | 52h left |
Golden counterparty record
Smith & Cole LLP
High ConfidenceSalesforceARPaymentsCommunicationsLockbox
Cases
8 (8 open)
Payments
8 · $281K
Open AR
$418K
Attorney relationships: Susan Miller, David Cole
Field lineage
| Field | Value | Source | Last Updated | Confidence | Verified By |
|---|---|---|---|---|---|
| Canonical Name | Smith & Cole LLP | Lockbox | 2026-10-06 | 98% | RevenueOS (pending approval) |
| Address | 1200 Peachtree St NE, Suite 900, Atlanta, GA | Salesforce | 2026-09-14 | 94% | Lockbox remittance match |
| Primary Contact | Susan Miller · Accounting | Communications | 2026-10-07 | 92% | Two-way SMS confirmation |
| Phone | (404) 555-0142 | Salesforce | 2026-08-30 | 89% | Voice call connected |
| Tax ID (EIN) | 58-•••4417 | AR | 2026-03-02 | 99% | Finance onboarding |
| Payer ID | LBX-SC-0091 | Lockbox | 2026-10-06 | 97% | Bank remittance file |
Built from existing shared records; address, phone and identifiers are illustrative.
Source conflict
SalesforceSmith & Cole LLC
LockboxSmith & Cole LLP
PaymentsSMITH & COLE
RevenueOS recommends: Same entity — 98% confidence
Canonical: Smith & Cole LLP (matches lockbox payer ID and bar registration). Variants kept as aliases.
Safe correction — name standardization is automation-eligible after approval.
Open
Merge review
OpenRecords to merge
Smith & Cole LLP
cp-smith-cole · AR / Salesforce
Smith and Cole Law Group
PAYER-7731 · Payments
Confidence 91% confidence
Evidence (not name-only)
- Name: Similar (token match 0.86, not exact)
- Address: Same street address and suite
- Phone: Same main line
- Email: Same domain @smithcole.example
- Tax ID: Not on payer record — unavailable
- Payment behavior: Same bank account fingerprint, similar cadence
- Relationships: 2 shared attorneys referenced in remittance memos
Impact if merged
Cases 3
Payments 4
Receivables $86.4K
Contacts 2
Financial entities are never merged silently. Approval records a reviewed link in the audit trail.
Entity relationships
Attorney → Firm41 · 2 need review
Firm → Case125
Case → Receivable125 · 3 need review
Firm → Payment120 · 6 need review
Provider → Case48
Contact → Firm41 · 11 need review
Financial integrity checks
Settled case + open AR8 found
Payment amount inconsistent with applicationPass
Negative unexpected balancePass
Duplicate paymentPass
Duplicate receivablePass
Write-off without approval4 found
Closed case + active receivablePass
Duplicate detection signals
- • Name (fuzzy, token-based)
- • Address
- • Phone
- • Email domain
- • Tax / business identifiers where available
- • Payment behavior & bank fingerprint
- • Shared relationships (attorneys, cases)
Exact name matching alone is never enough to flag or merge a record.
Confidence levels
VerifiedHigh ConfidenceNeeds ReviewLow Confidence
Data quality trend
W1
W2
W3
W4
Issues openedIssues resolvedDuplicate rate 5.5%Completeness 91%Illustrative history; latest week includes this session's resolutions.
Ask GAIN · data health
31 open worklist items affect cash, mainly missing payment references and source conflicts that block automated matching. Related exposure 1,218,150 USD (related, not lost).
- Smith & Cole LLP — Source Conflict (98% confidence)
- G-30243 · Smith & Cole LLP — Conflicting Balance (95% confidence)
- G-30017 · Smith & Cole LLP — Conflicting Balance (95% confidence)
- G-28491 · Smith & Cole LLP — Conflicting Balance (95% confidence)
- Smith & Cole LLP — Duplicate Counterparty (91% confidence)