Platform
Workflow & SLA Studio
Define how work moves, who owns it and when RevenueOS should escalate.
SLA clock 2026-10-07 · live
Workflows
10
Published, mapped to modules
On TrackSLA
6
of 50 live items
Approaching
0
> 75% of SLA used
Overdue
13
SLA exceeded
CriticalEscalated
31
> 150% of SLA
SLA Policy Version
v2.1
0 draft changes · previous v2.0
Workflow library
- Owner
- Cash Ops · Lockbox feed
- Fallback
- Team lead
- Entry criteria
- Check in lockbox file
- Exit criteria
- Payment record created
- Automation
- Lockbox Retrieval Bot
- Approval
- None
- Escalation
- Cash Ops lead
- Avg time
- 0.5h
Test workflow
Run demo record Case G-28491 through Partial Payment before publishing. Simulation only — no records change.
Bottleneck intelligence
Payment Received0.5h · 0%
Queue 0 · SLA breaches 0
Validate3h · 3%
Queue 5 · SLA breaches 0
Apply Valid Amount6h · 5%
Queue 2 · SLA breaches 0
Residual AR Created0.1h · 0%
Queue 0 · SLA breaches 0
Recovery Task30h · 27%
Queue 10 · SLA breaches 3
Promise / Payment / Escalation70h · 64%
Queue 23 · SLA breaches 7
Resolved0h · 0%
Queue 0 · SLA breaches 0
Average step times are illustrative; queues use live open items where available.
SLA rules · configurable
Unapplied Cash
Published 24h
h
Held Payment
Published 48h
h
Broken Promise
Published 8h · same-day review
h
High-value Recovery
Published 4h · ≥ $100K open
h
Drafts do not affect live SLAs until published. Every change is audited (Audit & Controls).
Escalation · held payment
> 48hAR Manager
> 72hFinance
> 5 daysExecutive Attention
Automation step types
RuleRPA BotAI AgentHuman TaskApprovalCommunicationIntegration
Automation steps only call capabilities that exist in RevenueOS (see Automations); approvals and sensitive steps stay human.
Live SLA status · from shared records
| Item | SLA rule | Record | Age | Status | Escalated to |
|---|---|---|---|---|---|
| Broken promise $18,000 | broken | G-30808 | 1493h | Critical | Finance |
| Broken promise $25,000 | broken | G-30921 | 677h | Critical | Finance |
| Broken promise $68,500 | broken | G-28491 | 533h | Critical | Finance |
| Broken promise $30,000 | broken | G-27310 | 149h | Critical | Finance |
| Broken promise $24,000 | broken | G-31486 | 101h | Critical | Finance |
| Check #85064 · Settlement mismatch | held | pay-85064 | 293h | Critical | Executive Attention |
| Check #85063 · Other | held | pay-85063 | 269h | Critical | Executive Attention |
| Check #85062 · Duplicate case | held | pay-85062 | 245h | Critical | Executive Attention |
| Check #85061 · Incorrect firm | held | pay-85061 | 221h | Critical | Executive Attention |
| Check #84921 · Settlement mismatch | held | pay-84921 | 197h | Critical | Executive Attention |
| Check #85060 · Missing reference | held | pay-85060 | 197h | Critical | Executive Attention |
| Check #85059 · Settlement mismatch | held | pay-85059 | 173h | Critical | Executive Attention |
| Check #85052 · $27,700 unapplied | unapplied | pay-85052 | 77h | Critical | Finance |
| Check #85055 · $18,850 unapplied | unapplied | pay-85055 | 77h | Critical | Finance |
| Check #85068 · $10,450 unapplied | unapplied | pay-85068 | 77h | Critical | Finance |
| Check #85069 · $8,150 unapplied | unapplied | pay-85069 | 77h | Critical | Finance |
| Check #85071 · $15,050 unapplied | unapplied | pay-85071 | 77h | Critical | Finance |
| Check #85074 · $13,700 unapplied | unapplied | pay-85074 | 77h | Critical | Finance |
| Check #85077 · $16,200 unapplied | unapplied | pay-85077 | 77h | Critical | Finance |
| Check #85080 · $15,100 unapplied | unapplied | pay-85080 | 77h | Critical | Finance |
| Check #85058 · Other | held | pay-85058 | 149h | Critical | Executive Attention |
| Check #85057 · Duplicate case | held | pay-85057 | 125h | Critical | Executive Attention |
| Check #85051 · $16,650 unapplied | unapplied | pay-85051 | 53h | Critical | Finance |
| Check #85054 · $21,500 unapplied | unapplied | pay-85054 | 53h | Critical | Finance |
| Check #85067 · $14,000 unapplied | unapplied | pay-85067 | 53h | Critical | Finance |
| Check #85070 · $14,600 unapplied | unapplied | pay-85070 | 53h | Critical | Finance |
| Check #85073 · $11,750 unapplied | unapplied | pay-85073 | 53h | Critical | Finance |
| Check #85076 · $15,800 unapplied | unapplied | pay-85076 | 53h | Critical | Finance |
| Check #85079 · $10,850 unapplied | unapplied | pay-85079 | 53h | Critical | Finance |
| Check #85056 · Incorrect firm | held | pay-85056 | 101h | Critical | Finance |
| Check #85065 · Missing reference | held | pay-85065 | 101h | Critical | Finance |
| High-value recovery $118,150 | high-value | G-31034 | 5h | Overdue | AR Manager |
| High-value recovery $112,450 | high-value | G-31260 | 5h | Overdue | AR Manager |
| High-value recovery $110,600 | high-value | G-27310 | 5h | Overdue | AR Manager |
| High-value recovery $176,400 | high-value | G-31486 | 5h | Overdue | AR Manager |
| High-value recovery $136,400 | high-value | G-31599 | 5h | Overdue | AR Manager |
| High-value recovery $100,600 | high-value | G-31825 | 5h | Overdue | AR Manager |
| High-value recovery $216,200 | high-value | G-31938 | 5h | Overdue | AR Manager |
| Check #85050 · $18,100 unapplied | unapplied | pay-85050 | 29h | Overdue | AR Manager |
| Check #85053 · $25,250 unapplied | unapplied | pay-85053 | 29h | Overdue | AR Manager |
| Check #85066 · $15,400 unapplied | unapplied | pay-85066 | 29h | Overdue | AR Manager |
| Check #85072 · $13,200 unapplied | unapplied | pay-85072 | 29h | Overdue | AR Manager |
| Check #85075 · $15,500 unapplied | unapplied | pay-85075 | 29h | Overdue | AR Manager |
| Check #85078 · $11,000 unapplied | unapplied | pay-85078 | 29h | Overdue | AR Manager |
| High-value recovery $100,650 | high-value | G-31147 | 1h | On Track | Owner |
| High-value recovery $216,300 | high-value | G-26118 | 1h | On Track | Owner |
| High-value recovery $110,800 | high-value | G-31712 | 1h | On Track | Owner |
| Check #85010 · $5,200 unapplied | unapplied | pay-unknown-ref | 5h | On Track | Owner |
| Check #85011 · $4,250 unapplied | unapplied | pay-partial | 5h | On Track | Owner |
| Check #85012 · $2,000 unapplied | unapplied | pay-posting-failure | 5h | On Track | Owner |
Process improvement
Payment exceptions spend 61% of total cycle time awaiting ownership rather than resolution.
RevenueOS recommends: Auto-assign based on exception type (missing reference → Cash Analyst; incorrect firm → Data Steward; partial → Recovery).
Open Exception CenterAsk GAIN · workflows
Partial Payment is stuck at "Promise / Payment / Escalation" — 64% of cycle time (70h average).
- Payment Received: 0.5h · queue 0
- Validate: 3h · queue 5
- Apply Valid Amount: 6h · queue 2
- Residual AR Created: 0.1h · queue 0
- Recovery Task: 30h · queue 10
- Promise / Payment / Escalation: 70h · queue 23
- Resolved: 0h · queue 0