Review evidence

A review decision identifies its subject, result, reviewer, time and reason. It can reference a plan, billing run, invoice or revenue schedule. Evidence documents carry a title, kind, file location, uploader and timestamp for a parent record. Operation receipts describe a performed action, actor, outcome and related record. Together, these records let Finance inspect what someone decided and what an action actually did.

• Decide. Finance Approver records a decision against the subject and explains a return or rejection.
• Attach. Evidence documents identify their parent record, file location, kind and uploader.
• Trace. Operation receipts show the action, actor and result; a Skipped result does not advance the subject.

A plan approval creates a review decision and an operation receipt. Compare their subject and related record with the plan, then inspect the recorded time and reviewer. For a billing run advance, follow the operation receipt back to the run and check whether it succeeded or was skipped. A returned or rejected decision belongs in Review Exceptions so the owner can act on the stated reason.

Agree document retention, file access and who may record each decision. Decide which evidence kind is useful for contracts, approvals and remittances. Ensure reviewers identify the actual subject they inspected before deciding. A URL to a document is useful only when the permitted person can retrieve the correct version from its owning store.

Choose an in review plan and a Draft billing run for the first evidence review. Confirm that the plan decision points to the plan and the operation receipt identifies the attempted action. On the run, compare its state with the receipt result before reporting that validation occurred.

Finance Approver opens a review exception, follows the subject reference and reads the reason code and notes. Revenue Accountant checks evidence associated with a schedule; Billing Operations Manager checks receipts for a run. During rehearsal, inspect both a successful transition and a refused transition. The different receipt results should remain attributable to the actor and the target record.

Have the reviewer open the same subject from Review Exceptions and check the reason code and reviewer. Then follow the document link and its parent record identifier. If the file or subject differs from what the decision describes, correct that reference before the next review.

• Review Exceptions — Investigate Returned and Rejected decisions by subject and reason.
• Plans Awaiting Approval — Open the in review plan behind a pending finance decision.
• Billing Runs Open for Validation — Compare a Draft run with the receipt from its latest attempted advance.

Use decision and evidence review to compare a subject, human decision and action receipt. Review the data model when mapping source identifiers and roles when assigning the people who may act.