Agency Sync is used…… 
 
This document will focus on the AutoDBC solution.

The Direct Bill Commission (DBC) Solution, also known as AutoDBC, enables customers to automate their monthly DBC process.

The Synatic AutoDBC solution uses OCR technology to interpret the DBC files when uploading them into Synatic. The solution then utilises a combination of logical regular expressions, AI-driven queries, and Vector Embeddings to match DBC Carrier data with AMS data. Any 'leftover' mismatched data can be manually corrected on Synatic and then sent to the AMS.

Using this policy matching solution, the administrative and reconciliation burdens on resources are drastically reduced, resulting in time and cost savings. It eliminates some of the administrative human element, thereby improving data accuracy.

Test Files are attached that can be used to test Agency Sync AutoDBC. Download them to your local machine and use them as you follow the instructions below.

Creating a Connection

The AutoDBC solution requires a connection to work. Only certain connections can be used for AutoDBC. If the connection is configured for AutoDBC, it will appear in the list.

To create a connection, follow the instructions below:

1. Click on the Connections tab (not on the arrow, as that will only open up the available connections).

2. Click on the New Connection button.

3. Click on the Select a connection section (1) to select a connection from the drop-down menu. The AMS360 connection (2) will be selected for AutoDBC.

4. Provide the required credentials and then click on the Create button to create the connection.

5. Click on the Auto DBC Tab to access the new connection.

Using AutoDBC

This section shows how to use AutoDBC in Agency Sync.

1. Upload Transaction File

A transaction file needs to be uploaded to get started. This can either be an Excel, CSV or a PDF file. Drag and drop a file or click on the outlined section to upload a file.

Filter Section

Once files are uploaded, there will be options to filter the files.

File Name – Filter according to the file name. Search for the required file name.

Status – Filter according to a status.

Upload Date From – Filter according to a specified ‘From’ upload date.

Upload Date To – Filter according to a specified ‘To’ upload date.

Reset Filters – Reset all the filters

Refresh – Refresh the filters.

Statuses

The following statuses are available to show where the uploaded transaction is.

Uploaded – A file has been uploaded.

Processing (for PDFs) – A file is being processed before it is uploaded. This mainly happens when uploading a PDF file.

Extracted – Transactions have been extracted from the file.

Fields Read (for PDFs) – Fields have been read from an uploaded PDF file. These fields still need to be confirmed.

Fields Confirmed (for PDFs) – Fields from the PDF file have been confirmed.

Mapped – Transactions have been mapped.

Confirmed – Transactions have been confirmed.

Matched – Transactions have been matched.

Completed – A completed statement process.

2. Process File

Once a file is uploaded, the status will change to Uploaded.

Process an Excel or CSV File

To process an Excel or CSV file, follow the instructions below:

1. Click on the Process File button.

2. The status will change to Extracted. Click on the Select a carrier field to select a carrier to use from the drop-down menu.

3. Click on the Date field to select a statement date.

4. The Map Transactions button will appear.

Process a PDF File

To process a PDF file, follow the instructions below:

1. Click on the Process File button.

2. The status will change to Fields Read. Click on the Select a carrier field to select a carrier to use from the drop-down menu.

3. Click on the Date field to select a statement date.

4. Click on the Confirm Fields button.

5. The Confirm Fields page will display. This is used to confirm that the identified fields are correct. If fields are missing, add them using the outlined Plus button.

6. Click on the Confirm Fields button to confirm that the fields are correct.

7. The status will change to Extracted, and the Map Transactions button will appear.

3. Map Transactions

The Map Transactions page is shown in the image below.

The top part of the screen (1) shows the fields from the file, and the bottom part of the screen (2) shows the fields to map to. The mapping is done using formulas and functions (just like the ones used in Excel).

Formulas and Functions

Agency Sync lists some of the top ones in the table below.

Name	Description	Signature	Type
SUM	Sums all values in the column	`SUM(value1, value2, ...)`	function
AVERAGE	Averages all values in the column	`AVERAGE(value1, value2, ...)`	function
BLOOKUP	Looks up a value in a buffer on a matching search field and returns the value	`BLOOKUP(bufferId, searchField, value, returnField)`	function
IF	Performs a logical test and returns one value for TRUE and another for FALSE	`IF(condition, value_if_true, value_if_false)`	function
COUNT	Counts the number of cells	`COUNT(value1, [value2], ...)`	function
MAX	Returns the maximum value in a range	`MAX(number1, [number2], ...)`	function
MIN	Returns the minimum value in a range	`MIN(number1, [number2], ...)`	function
INDEX	Returns the value of a cell in a specified row and column	`INDEX(array, row_num, [column_num])`	function
MATCH	Searches for a value in a range and returns its relative position	`MATCH(lookup_value, lookup_array, [match_type])`	function
CONCATENATE	Joins several text strings into one string	`CONCATENATE(text1, [text2], ...)`	function
LEFT	Returns the leftmost characters from a text string	`LEFT(text, [num_chars])`	function
RIGHT	Returns the rightmost characters from a text string	`RIGHT(text, [num_chars])`	function
MID	Returns a specific number of characters from a text string, starting at the position you specify	`MID(text, start_num, num_chars)`	function
LEN	Returns the number of characters in a text string	`LEN(text)`	function
TRIM	Removes extra spaces from text, except for single spaces between words	`TRIM(text)`	function
ROUND	Rounds a number to a specified number of digits	`ROUND(number, num_digits)`	function
MAP	Takes an array and a mapping function (lambda), and applies the mapper to each element of the array, returning an array of mapped values	`MAP(array, lambda_function)`	function
FILTER	Takes an array and a filter function (lambda), and applies the filter to each element of the array, returning an array of filtered values	`FILTER(array, lambda_function)`	function
REDUCE	Takes an array and a reducer function (lambda), and applies the reducer to each element of the array, returning a single result value	`REDUCE(initial_value, array, lambda_function)`	function
FINDVAL	Takes an array and a finder function (lambda), and applies the finder to each element of the array, returning the found value or null otherwise	`FINDVAL(array, lambda_function)`	function
LAMBDA	A function that is called by the consuming function, e.g. reduce, passing in the related arguments and returning the evaluated expression	`LAMBDA(value1, [value2], ..., expression)`	function

However, a lot more can be used. For more information on these, click on the link below:

Functions and Formulas

How to Map Transactions

The Mapping section is shown in the image below. Each of the numbered areas is discussed below.

i. Transaction Fields

Type on a field to map transactions. Type the = sign to start typing the required formula, or to select from the list, as shown in the image below.

ii. Filter Field

The Filter field is used to filter the fields and only show the required ones. Type the filter formula in the field to set the filter. Type the = sign to start typing the required function, or to select from the list, as shown in the image below.

iii. Test Mappings Button

The Test Mappings button is used to test the mappings. Once the mappings are tested, the results will be displayed as shown in the image below.

iv. Save Mappings for Carrier

The mappings used can be saved for the carrier using the Save Mappings for Carrier button. This will prevent having to type the formulas when using the carrier again.

v. Confirm Mappings Button

Once mappings are correctly checked, click on the Confirm Mappings button to confirm the mappings. This will open the Confirm Transactions page.

4. Confirm Transactions

The Confirm Transactions page will be the next step and is shown in the image below. These fields can be edited as required. Click on any field and apply the required changes

There is an option to exclude a transaction(s) by using the Exclude checkbox. Clicking on the checkbox will exclude the selected transaction. As shown in the image below.

A screenshot of a computer

AI-generated content may be incorrect.

In addition, there is a Save Progress button. This is used to save the transaction for use later before confirming. A confirmation message will be displayed when progress is saved, as shown in the image below.

Click on the Confirm Transactions button to confirm. This will open the Match Transactions page.

5. Match Transactions

The Match Transactions page is shown below. An auto-matching process will be done to match the policies and transactions as soon as the Match Page opens, and all matches will be displayed in the Matched field. Click the dropdown arrow to view the full transactions for a policy.

Transaction Similarity and Matching

The transactions will be listed with a similarity score that is sorted by the highest score. This is used to show the match percentage. Next to it is a Match checkbox. Select the checkbox that matches the transaction to make a match. If no transactions are matched in the policy, it will be marked as unmatched.

View Transaction Details

The Details tab has an eye icon, which can be used to view details of the transaction. Click on it to view more details.

Search and Show Unmatched Only

The Show Unmatched only checkbox will only show unmatched transactions when selected, as shown in the image below.

A screenshot of a search box

AI-generated content may be incorrect.

There is also an option to search using a policy number. Type the policy number in the Search Policy Numbers bar.

Re-match Transactions

The Re-match Transactions button is used to pull recent data from the AMS and match. Click the button to re-match. A pop-up message will display on the top left of the screen to show when the re-match has been done, as shown in the image below.

Confirm Matches

Once you are happy with the matches, click the Confirm Matches button to confirm them.

This will open the Transaction Summary page below. Here, an AL3 file can be downloaded using the Download AL3 button. Alternatively, click the Complete button to mark the transaction as complete.

6. Complete

A completed transaction will be shown as the status. Each connection will have a different destination/endpoint. For the AMS360 connection, an AL3 file can be downloaded.

Click on the three-dotted icon to access these options, as shown in the image below. There is an option to view the summary again or download the AL3 file.