Platform

Design System

Shared RevenueOS components. Every module composes from this library.

Last synchronized 2 min ago

Actions

Status, confidence, SLA & trust

HealthyPendingAt RiskCriticalRecoveredReconciledBroken PromiseHuman ReviewAI Recommended

97% confidence78% confidence61% confidence12h remaining2 days overdueWithin SLA

Approval requiredHuman onlyAutomaticExplain whyView evidenceAudit historyUndoControlled

KPI cards

Unapplied cashPending

$318,400

4 itemssince Monday

Intelligence

Review required

Impact

$42,750

Check #84921 ($42,750) likely belongs to Case G-28491

Why: Payer, memo reference and partial-payment pattern match Smith & Cole LLP's open balance.

RevenueOS recommends applying the payment after reviewer approval.

RevenueOS insight

97% confidence

What we found

$42,750 unapplied payment matches an open case

Why

Same payer remitted $18,500 to this case on Oct 1; memo cites the plaintiff surname.

Confidence

97% — based on matched evidence below

Recommended action

RevenueOS recommends applying Check #84921 to Case G-28491, pending approval.

Expected impact

+$42,750 recovered

Evidence

Payer matchSmith & Cole LLP
Memo reference“Reyes – G28491”
Prior payment$18,500

Financial journey

Fundingcomplete$38,000
Settlementcomplete
Amount Duecomplete$61,250
PaymentattentionPartial
Recoverypending
Reconciliationfailed

Data table

				Status	Owner
G-28491	Smith & Cole LLP	$68,500	62	Active Recovery	Dana Whitfield
G-44921	Smith & Cole LLP	$7,750	41	Pending	Jennifer Alvarez
G-30017	Smith & Cole LLP	$79,200	32	Active Recovery	Dana Whitfield
G-30130	Smith & Cole LLP	$64,000	58	Pending	Marcus Lee
G-30243	Smith & Cole LLP	$84,950	67	Active Recovery	Priya Nair
G-30356	Smith & Cole LLP	$47,400	24	Pending	Dana Whitfield
G-30469	Smith & Cole LLP	$36,500	41	Active Recovery	Marcus Lee
G-30582	Smith & Cole LLP	$29,700	33	Pending	Priya Nair
G-30695	ABC Legal	$76,850	159	Broken Promise	Marcus Lee
G-30808	ABC Legal	$51,200	106	Broken Promise	Priya Nair

125 records

Page 1 of 13

Timeline & audit

RevenueOS Match Engine recommended payment matchOct 7, 5:12 AM ET
Check #84921 · $7,750 remainder to Case G-44921
Approval · RevenueOS Match Engine
Today's lockbox batch receivedOct 7, 3:30 AM ET
Bank and lockbox totals agree
Payment · Lockbox feed
Promise PTP-502 missed · ABC LegalOct 6, 8:05 PM ET
$42,000 not received by due date
Status change · System
RevenueOS recommends additional review for ABC LegalOct 6, 12:40 PM ET
Proposed new exposure $250,000 · relationship health 62 → 41
AI recommendation · RevenueOS
Settlement documentation resent · Case G-28491Sep 21, 12:30 PM ET
Smith & Cole accounting
Communication · Dana Whitfield
AI voice contact completed · Case G-28491Sep 21, 10:10 AM ET
Accounting requested settlement documentation
AI recommendation · RevenueOS Voice Agent
Check #84921 matchedSep 29, 7:02 AM ET
$35,000 applied to Case G-44921 · $7,750 unapplied (settlement amount mismatch)
Payment · RevenueOS Match Engine
Check #84921 received via lockboxSep 28, 10:12 AM ET
$42,750 · scanned Sep 28
Payment · Lockbox feed
Case G-28491 promise missedSep 15, 7:59 PM ET
$68,500 promised for Sep 15
Status change · System
Case G-27310 marked Broken PromiseOct 1, 5:00 AM ET
Promised payment not received by due date
Status change · System
Write-off approvedAug 5, 5:00 AM ET
ADJ-301 · Case G-31825
Human action · CFO Office