Identify and Prioritize Payment Actions with Insights

Insights help payment specialists proactively identify payment activities and operational exceptions that require attention.

By continuously monitoring payment operations, Insights highlight issues and opportunities that users can investigate further using the appropriate Payments Agent assistant.

Insights continuously monitor payment operations and surfaces situations that require attention. Instead of relying on reports or manual reviews, users can use Insights to identify payment-related issues, suppliers offer activities, and operational exceptions that may require action.

Each insight provides a summary of the issue, the number of affected items, and direct access to the appropriate Payments Agent capability for further investigation.

Insights are organized into the following categories:

Category	Example Insights
Payment Runs	Payment runs requiring attention
Payment Approvals	Payment approvals pending for more than 5 days
Payment Acknowledgments and Rejections	Payments with unresolved acknowledgments, rejections, or validation errors
Payment Settlement and Reconciliation	Payments remaining unsettled or unreconciled
Supplier Offers	Supplier offers requiring action
Payment Run Readiness	Payment schedules or runs requiring readiness review
Supplier Financial Profile	Supplier financial profile requiring attention

Review high-priority insights regularly to identify operational issues that may require immediate attention.

When additional investigation is required, select the insights and continue the analysis using the appropriate Payments Agent capability.

Payments Agent provides the following predefined Insights to help payment specialists identify payment activities, exceptions, and opportunities that may require attention.

Predefined Insight	Category	Business Value
Payment runs requiring attention	Payment Runs	Identifies PPRs that are stalled, failed, or require operational follow-up.
Payment approvals pending for more than 5 days	Payment Approvals	Identifies approval backlogs that may delay supplier payments or discount capture.
Payments with unresolved acknowledgments, rejections, or validation errors	Payment Acknowledgments and Rejections	Highlights payments affected by bank acknowledgment, rejection, or validation issues.
Recurring payment rejection errors in last 30 days	Payment Acknowledgments and Rejections	Identifies recurring rejection patterns that may require root-cause analysis.
Supplier offers requiring action	Supplier Offers	Identifies offers requiring confirmation, communication, supplier follow-up, or expiry attention.
Payments remaining unsettled or unreconciled	Payment Settlement and Reconciliation	Identifies payments that may affect reconciliation or cash visibility.
Recurring card settlement errors in last 30 days	Payment Settlement and Reconciliation	Identifies recurring card settlement issues requiring operational or root-cause review.
Installments or upcoming payment runs requiring readiness review	Payment Run Readiness	Identifies installments or PPRs that aren't ready for execution because of readiness blockers.
Supplier financial profile requiring attention	Supplier Financial Profile	Identifies supplier setup or profile issues that may affect payments or payment program usage.