STEP 1
Upload Statement
Upload a CSV bank statement with columns: ref, amount, date, description.
STEP 2
3-Pass Matching
Engine matches by claim ID in description → name + amount proximity → exact amount uniqueness.
STEP 3
Flag Discrepancies
Flags overpayments, underpayments, status mismatches, unmatched lines, and orphaned claims.
STEP 4
Manual Review Queue
All flagged items are saved to history for staff review and resolution.