Insights and Payment Options Issues

Use the following common troubleshooting steps to resolve any insights and payment options issues with the Payments Agent.

Issue	Likely Cause	Resolution
ROI calculations show default rates instead of customer specific DD or VCC rates	RAG documents weren’t uploaded, saved, published, or processed.	Upload the documents correctly, set them to Ready to Publish, run Process Agent Documents, and confirm publication.
RAG documents are uploaded but remain unpublished	The upload or publishing process was incomplete.	Reupload if needed, run the publish process, and confirm the documents show Published.
Payment programs provided through RAG documents for simulation aren't available during payment opportunity analysis.	The payment program information isn't included in the published RAG documents or the documents haven't been published successfully.	Verify that the payment program information is included in the uploaded RAG documents, rerun the Process Agent Documents scheduled process, and confirm that all documents have a status of Published in AI Agent Studio.
Financing program candidates don't appear in an existing saved search or list	The search filters on a campaign, but financing program candidates can be created without a campaign.	Remove the campaign filter so that program-based candidates are included in the results.
A financing program candidate request returns “It appears to be outside the scope of this assistant”	A financing program campaign is active.	Complete or end the active campaign, or maintain candidates using Manage Financing Program.