Review billing exceptions
Investigate missing, duplicate, changed, unusually sized, or disputed billing items against authoritative terms and service evidence before correction or posting.
| Field | Value |
|---|---|
| Business area | finance |
| Primary role | finance-billing-administrator |
| Frequency | daily |
| Privacy sensitivity | high |
| Security sensitivity | high |
| Compliance review | needed |
Trigger and handoff
Trigger: A billing control, member question, or staff review identifies an exception.
Inputs
- Exception detail
- Approved agreement and changes
- Service and transaction evidence
Outputs
- Explained resolution
- Authorized correction or hold
- Root-cause action
Current manual methods
- Spreadsheet highlight
- Email to sales
- Direct invoice edit
Human judgment and approvals
-
Determine governing evidence and member impact
-
Distinguish data error
-
policy exception
-
and contract dispute
-
Approval: Authorized finance or commercial owner approves credits
-
Approval: terms
-
Approval: and material corrections
Failure modes
- Exception is cleared to meet deadline
- Correction fixes invoice but not source data
Success metrics
- Exceptions close with evidence and authority
- Recurring source causes receive corrective action