Close or cancel and reconcile

Step by step

1. Review the attendance basis Event Coordinator

   Event Coordinator separates reserved quantities from actual admitted attendance after the event. Finance Reviewer uses the admitted basis for the payment discussion.

   • Separate attendance from reserved scope
   • Updates Admissions, Events

2. Inspect provider evidence Finance Reviewer

   Finance Reviewer checks verified payment events and distinguishes Authorization, Capture, Refund and Void. A cancellation request does not prove a provider refund.

   • Inspect verified financial evidence against attendance
   • Updates Payment evidence, Admissions

3. Close or cancel eligible scope Event Coordinator

   Event Coordinator uses the guarded action with the current expected revision. Closure follows the event and reconciles admitted attendance against verified payments; cancellation revokes unused reserved scope while preserving admitted history.

   • Record eligible close or cancellation while preserving history
   • Updates Events, Admissions, Payment evidence, Operation receipts

4. Authorize executed correction Independent Reviewer

   When executed scope needs a compensating action, Independent Reviewer approves the authorized correction. During setup, agree where approval is retained and who may execute the prepared correction. Event Coordinator preserves the original records throughout.

   • Approve compensating action for executed scope
   • Updates Events, Operation receipts
   ApprovalA person approves before the work moves on.

5. Inspect unresolved outcomes Auditor or Finance Reviewer

   Auditor and Finance Reviewer examine receipt exceptions and provider-backed evidence. Refund questions remain Needs review until evidence supports the financial outcome; a local status change cannot stand in for that result.

   • Examine unresolved claims without inventing financial effects
   • Updates Operation receipts, Payment evidence

Event Coordinator

, Finance Reviewer, Independent Reviewer, Auditor.