This release brings Accounting enhancements that improve data consistency, reduce manual cross-checking, and unlock richer insights across claims and integrations.
Accounting
Unified Trading Program Data in Claims
Claims now has reliable, real-time access to complete Trading Program information across the UI, exports, APIs, and PDFs. Historically, Claims had limited visibility into Trading Program data, which led to missing or incomplete information across agreements, claim workflows, and customer-facing outputs.
This enhancement allows you to:
- View Trading Program ID, name, dates, and type directly in agreements and claim management pages, reducing the need to cross-check multiple systems
- See Trading Program context when selecting agreements during manual claim creation, helping you identify the right agreement without leaving the workflow
- Include new Trading Program and mechanism fields in configurable ERP export templates and the Get Claims API response
- Generate claim summary PDFs with consistent mechanism information across fixed, targeted, and complex deal structures
The result is richer, more accurate claim data for reporting, reconciliation, and downstream integrations, with better visibility across the entire claims lifecycle.
We Value Your Feedback
If you have questions about these updates or how they apply to your programs, reach out to your Customer Success Manager.