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Create same-day payment case records for batch allocation

Create same-day payment case records for batch allocation

Your approved same-day transactions aren't routed as cases, leaving batch allocations unassigned. The workflow creates service cases so billing staff can allocate and reconcile same day.

Create same-day payment case records for batch allocation

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Overview

If approved same-day transactions sit in your database untriaged, batch allocations pile up and reconciliation stalls. This flow turns those rows into service cases so payment ops and billing staff can allocate and close reconciliations the same day.

Create same-day payment case records for batch allocation