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.