Scenario Overview - Provider Revenue and Settlement

This scenario helps providers start from the revenue overview, explain revenue by customer and model, and reconcile monthly settlements and receipt status.

Applicable Roles

• Model Providers, provider finance viewers, and revenue operators

Scenario Goals

• Relate revenue trends to customers, models, and billing cycles.
• Reconcile expected settlement, actual receipt, and transfer status.
• Verify the billing cycle, amount, and destination account before transferring a balance.

Scenario Flow

Main path: Review revenue overview -> Analyze customer and model contributions -> Reconcile settlements -> Confirm receipt or transfer

Stage	Key Result
1. Review totals	Account balance, estimated revenue, and billing-cycle trend are clear
2. Explain sources	Top customers, top models, and customer details can be reconciled
3. Reconcile settlement	Expected settlement, actual receipt, and status are consistent
4. Handle transfer	Amount, cycle, account, and permission are verified

Before You Start

• Obtain Provider revenue-viewing permission.
• Identify the target billing cycle and customer or model to reconcile.
• For a balance transfer, confirm the operator permission and reviewer.

Recommended Reading Order

1. Revenue Overview.
2. Customers.
3. Monthly Settlements.
4. Outbound transactions and balance transfer when required.

Document Index

Document	Description
Revenue and Settlement Reconciliation Workflow	Steps from revenue sources through monthly settlement and transfer verification

Completion Checklist

Purpose: These are the scenario exit criteria. Use them to confirm that the revenue source and monthly settlement can be explained and reviewed before transferring funds or closing the cycle.

Check	Pass Criteria
1	Billing cycle, balance, and trend in Revenue Overview are confirmed.
2	Major revenue can be explained by customer and model.
3	Expected settlement, actual receipt, and statement status are correct.
4	Destination account, amount, permission, and reviewer are confirmed before transfer.