Claims & Disputes Resolution Agent Revenue Recovery

Name: Put It Forward Explained: Head of Product
Uploaded: 2024-07-14T00:00:00+00:00
Duration: 2 min 9 s
Channel: Put It Forward
Description: Put It Forward head of product, Mark Cowan shares a brief overview of the platform, intelligent automation. Focused on how we can make better decisions with the todays data and systems to drive better outcomes.

For finance & ops teams - automates claim intake, validation & adjustment posting via predictive AI.

Automate claim intake, contract/SLA validation & credit posting across CRM, ERP & billing
Reduce dispute resolution cycle time by 65% with predictive analytics-driven triage and routing
Cut invalid claim write-offs by 40% - AI validates every deduction against contracts & SLAs
"2-day implementation" guarantee - Most clients go live in days, not months
SOC 2 + ISO 27001 compliance - Enterprise-grade security and governance built-in

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Trusted by Fortune 500 leaders in financial services, technology, and global enterprise.

Automated Claims & Disputes Resolution Across CPG & Finance in Action

Three micro-scenarios showing how the Claims & Disputes Resolution Agent eliminates manual claim research, invalid write-offs, and adjustment posting delays.

Auto-Validate Trade Deductions Against Contracts

Cut invalid deduction write-offs by 40% - predictive AI validates every CPG trade claim against contract terms in seconds.

Scenario: A CPG manufacturer processes 2,000+ trade deductions monthly across 15 retail partners. Analysts manually compare each claim against promotion agreements in spreadsheets. Invalid claims slip through at a 22% rate, costing $1.8M annually in unnecessary write-offs.

Solution: The agent ingests deductions from ERP and matches each against contract terms, promotion calendars, and SLA thresholds stored in CRM. Predictive analytics classify claims by validity confidence, auto-approve valid deductions, and flag invalid claims with rejection evidence for analyst review.

Results: Invalid deduction write-offs dropped by 40% within 90 days. Analyst research time per claim fell from 45 minutes to under 5 minutes. $720K in annual write-off savings recovered. Valid claims now post adjustments automatically to ERP and billing.

Financial Services Dispute Resolution Use Case

Accelerate Invoice Dispute Resolution in Finance

Reduce dispute cycle time by 65% - predictive triage routes claims to the right team with full context in real time.

Scenario: A financial services firm handles 800+ invoice disputes per month across commercial lending and treasury. Disputes sit in shared inboxes for 3-5 days before triage. Average resolution takes 18 business days. DSO impact from open disputes exceeds $4M quarterly.

Solution: The agent captures disputes from portals, email, and EDI, then uses predictive analytics to classify by type, urgency, and dollar value. It pulls contract terms from CRM, validates billing line items against ERP, and routes each case to the right team with full context and recommended resolution.

Results: Dispute resolution cycle time fell from 18 days to 6 days. DSO attributable to disputes dropped by $2.6M per quarter. 70% of low-value disputes now auto-resolve without human intervention. Finance team redeployed 3 FTEs from dispute handling to strategic analysis.

SLA Breach Credit Posting Automation Use Case

Automate SLA Breach Credit Posting Across Systems

Eliminate 80% of manual credit postings - AI detects SLA breaches and posts adjustments to ERP and billing automatically.

Scenario: A B2B services company has SLA-backed contracts with 120+ enterprise clients. When service levels are missed, customers file credit claims. Finance manually verifies breaches against SLA terms, calculates credits, and posts adjustments across ERP and billing. Cycle time averages 12 days per claim.

Solution: The agent monitors SLA metrics from ITSM and operations systems in real time. When a breach is detected, predictive analytics calculate the credit owed based on contract terms, generate the adjustment, and post it to ERP and billing. High-value credits route to finance for approval.

Results: SLA credit posting cycle time dropped from 12 days to under 2 days. 80% of credits now post automatically without manual intervention. Customer satisfaction scores on dispute handling improved by 25%. Finance audit prep time for SLA credits cut by 70%.

Predict, Decide & Act - How the Claims & Disputes Resolution Agent Works

Claims & Disputes Resolution Agent workflow

From claim intake to validated adjustment posting in 6 steps - no manual research, no spreadsheet reconciliation, no posting delays.

Step 1 - Connect: Ingests claims from portals, email, EDI, and ERP across CRM, billing, ITSM, and contract management systems via 500+ connectors. Reads contract terms, SLA thresholds, promotion calendars, and invoice line items in real time.
Step 2 - Analyze: Classifies each claim by type, source, dollar value, and urgency. Extracts supporting data from invoices, contracts, and shipment records. Identifies duplicate claims, partial matches, and missing documentation automatically.
Step 3 - Predict: Predictive analytics validate claims against contract terms and SLA thresholds. Scores each claim by validity confidence and assigns resolution paths. Flags high-risk or high-value claims for human review before action.
Step 4 - Decide: Routes validated claims to auto-approve, reject with evidence, or escalate to the appropriate team. Applies configurable business rules and dollar-value thresholds with built-in guardrails to prevent incorrect write-offs.
Step 5 - Act: Posts approved adjustments and credits directly to ERP and billing systems. Updates CRM case records, notifies stakeholders via Slack/Teams, and generates audit-ready documentation with full claim-to-resolution traceability.
Step 6 - Learn: Monitors resolution outcomes, write-off rates, and cycle times post-action. Feeds results back into predictive analytics to improve claim scoring. Detects emerging dispute patterns and recommends upstream process fixes.

ROI Benefits: Claims & Disputes Resolution Agent

Quantified outcomes from replacing manual claim research and reconciliation with predictive AI-driven dispute orchestration across CRM, ERP, and billing.

Resolution Cycle Reduction: Cut dispute resolution time by 65% within 60 days - predictive triage classifies, validates, and routes claims with full context, eliminating days of manual research and inbox queuing across finance teams.
Write-Off Recovery: Reduce invalid claim write-offs by 40% within 90 days - predictive analytics validate every deduction against contract terms and SLA thresholds, blocking unearned credits before they post to ERP.
Analyst Productivity Recovery: Free 20+ analyst-hours per week by automating claim intake, validation, and adjustment posting - predictive algorithms handle 70%+ of low-value disputes without human intervention.
DSO Improvement: Reduce dispute-related Days Sales Outstanding by 30% within 90 days - faster resolution and auto-posting of adjustments accelerate cash collection and improve working capital predictability.
Audit Readiness Acceleration: Cut dispute audit prep time by 70% - every claim carries full contract-to-resolution traceability with auto-generated documentation, eliminating manual evidence assembly for compliance reviews.

Claims & Disputes Resolution Agent Leader

David Hrynk

Director of Program Management

“Having our global teams all working from the same page is critical to our success. Put It Forward exceeded way beyond where others died.”

Uma Asthana

Director of Operations and Technology

“What you just did for our teams' productivity and how we work was magic - you guys are rock stars, I’m truly blown away”

Udo Waibel

CTO

“Put It Forward takes us where no others could - we struggled for years with an enterprise data story - this solved it across the board”

Sarika Saoji

Marketing Platform Technologist

“For me when our internal teams tried to replicate the Put It Forward technology that was when the pin dropped … these are really smart people”

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Why Teams Choose Agentic AI Over Rules, Chatbots, and Manual Work

The Only Option Built for Safe, Explainable, Multi‑System Decisions

17 agent capabilities that matter most when choosing between rules, generic LLM chatbots, and manual processes.

Capability	Put It Forward Agent	Traditional Rules / Workflow Automation	Generic LLM Chatbot	Manual Human Process
Agent execution & scale
No‑Code Agent Configuration	Yes, configure via UI + templates	Limited, technical admin	Limited, prompt‑based only	No
Multi‑System Context Awareness	Yes, native across connected systems	Yes, with complex wiring	No, single‑channel context	Yes, but inconsistent
Data Preparation & Validation	Yes, uses integration layer transforms and validators	Build and maintain logic	No state or very limited	Yes, in people’s heads/spreadsheets
Stateful, Long‑Running Workflows	Yes, native	Limited, brittle state handling	No state or very limited	Yes, in people’s heads/spreadsheets
Enterprise Integration Footprint	Runs on the same governed integration fabric (APIs, services, on‑prem)	Build per system	Channel‑only	System by system
Decision Intelligence & Autonomy
Business Rules + AI Policies	Rules + ML + policy guardrails	Rules only	Ad hoc LLM behavior	Tribal knowledge
End‑to‑End Decision + Action	Yes, orchestrates decisions and API actions across systems	Yes, but static and brittle	Suggests, doesn’t execute across systems	Yes, but slow and inconsistent
Continuous Process Intelligence	Yes, Embedded	No	No	Manual analysis
Autonomy Modes	Simulate, Recommend, Auto‑Act Within Guardrails	Auto‑Act only, no simulation or learning	Suggest only, no structured guardrails	Manual judgment only
Trust, Control & Ops for Agents
Policy & Guardrail Management	Central policies, RBAC, data scopes	Scattered in config and code	Prompt only, no enforcement	Policy documents, inconsistent enforcement
Safe Failure Handling	Native error capture, auto‑rollback/compensation options	Limited, build your own	Opaque failures	Manual investigation & fixes
Agent Performance & Impact Analytics	KPIs, action logs, impact by process (Q2C/O2C)	Basic logs, no business KPI tie‑in	No structured reporting	Manual reporting
Explainability & Audit Trail	Why‑logs for each action, full audit trail	Limited technical logs	Nearly none	Email, tickets, inconsistent records
Agent Extensibility & Integration APIs	APIs/SDKs to embed and extend agents + integration	Varies, often product‑specific	Mostly channel APIs, not orchestration	N/A
Agent Design & Tuning Support	Full design/tuning support and best‑practice playbooks	Self‑serve / ad‑hoc	Self‑serve / ad‑hoc	Self‑serve / ad‑hoc
Agent & Integration Roadmap Alignment	Co‑evolves with connector and system API roadmaps	No / lagging	No / lagging	No / lagging

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Next Best Customer Agent Activation

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Convert complex business rules from natural conversation into functions
Go faster without having to learn how Put It Forward works at an expert level
Reduce the costs of IT and increase the quality of your data

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Put It Forward Workday ServiceNow Integration Project Plan

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We all implement new technology; a transformation or automation project can be simple, targeted, or enterprise-wide.

Accelerate time-to-value and reduce risk with a proven integration plan.

Our proven methodology ensures low-risk, high-impact integrations. Most clients see measurable ROI in the first year accelerated by best practices and enterprise-grade support.

Most clients see improved intelligent automation performance within 48 hours
Zero disruption guarantee - No downtime to existing systems, pipelines or data loads

Implementation timeframes depend on scope and complexity:

Hour 1-2: Configure connection source and destination
Hour 2-36: Business rule configuration and validation
Hour 36-48: Full deployment

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Learn how to integrate an agent into a process using two different methods via the Put It Forward Integration Designer and a direct service call. This helps both non-technical and technical teams find new revenue.

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Put It Forward’s Agentic AI Orchestration connects AI agents, data, and automation tools into end-to-end workflows so enterprises can cut cycle times, handle exceptions intelligently, and scale automation for measurable ROI in weeks, not months.

Solution: Agentic AI Orchestration

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Claims & Disputes Resolution Agent - Frequently Asked Questions (FAQs)

How does the Claims & Disputes Resolution Agent validate claims against contracts and SLAs?

The agent ingests claim data and matches it against contract terms, SLA thresholds, promotion calendars, and invoice line items stored across your CRM, ERP, and billing systems. Predictive analytics score each claim by validity confidence, auto-approve valid claims, flag invalid claims with rejection evidence, and route edge cases for human review.

Can I override or adjust the agent's claim decisions?

Yes. The agent operates in a human-in-the-loop mode for high-value or high-risk claims. Every decision is reviewable before adjustment posting. You can override validity scores, modify credit amounts, or reroute claims to different teams. All overrides are logged with full audit trails for compliance.

What types of claims and disputes does the agent handle?

The agent handles trade deductions, invoice disputes, SLA breach credits, pricing discrepancies, short-shipment claims, promotional allowance disputes, and billing adjustments. It is purpose-built for CPG trade promotion management, financial services invoice resolution, and B2B SLA-backed contract environments.

What systems does the agent integrate with?

The agent connects via Put It Forward's 500+ connectors to CRM (Salesforce, HubSpot, Dynamics), ERP (SAP, Oracle, NetSuite), billing platforms, ITSM (ServiceNow), contract management, trade promotion management, and EDI systems. It reads and writes across all connected systems for end-to-end claim orchestration.

How does the agent handle high-value or complex disputes?

Configurable dollar-value thresholds and complexity rules determine which claims auto-resolve and which escalate. High-value disputes are routed to the appropriate team with full context: contract terms, invoice data, prior claim history, and a recommended resolution. Finance retains final approval authority on all material adjustments.

How do you ensure data security for sensitive financial claims data?

Put It Forward is built with enterprise-grade security, including SOC 2 and ISO 27001 compliance. All claims data is encrypted in transit and at rest. Role-based access controls, audit trails, and governance policies ensure only authorized users can view or act on sensitive financial data.

How does the agent improve its claim validation accuracy over time?

Every claim validated, overridden, or escalated feeds back into the predictive analytics engine. The agent learns which contract clauses trigger valid claims, which patterns indicate invalid deductions, and which dispute types resolve fastest. Accuracy improves continuously as claim volume grows.

What ROI can I expect from deploying this agent?

Organizations typically see a 65% reduction in dispute resolution time, 40% fewer invalid write-offs, and 20+ analyst-hours recovered per week. DSO from open disputes drops by 30%, and audit prep time decreases by 70%. ROI is visible within the first 60-90 days of deployment.