Pipeline builder
Author products, versioned pipelines, and intake routing from one business-facing control center while keeping the legacy low-level configuration surfaces available during transition.
Business containers that own one or more execution pipelines.
Business-facing processing flows with versioned runtime configs.
Pipelines currently marked active and ready for new processing.
Routes currently enabled to feed files into the platform.
Define the business product lines that own one or more execution pipelines.
Manage productsCreate versioned processing pipelines, preview compiled runtime, and activate safe releases.
Open pipeline builderAttach shared drives, SFTP polling, Exchange, or API feeds to the right pipeline.
Manage intake sourcesUpload agreement PDFs, review extracted terms, and generate reconciliation configuration.
Open agreementsKeep access to the legacy low-level rules, prompts, aliases, and thresholds during transition.
Review advanced controls| Pipeline | Status | Active Version | Configs | Updated |
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| Source | Type | Mode | Last Checked |
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Advanced configuration
These legacy technical control surfaces stay available during the transition, but they are no longer the primary authoring path.
Manage the merchant, card, and campaign rules used during eligibility checks.
Choose where the workflow should look for discount eligibility during the demo.
Map source column names to the canonical fields used by the platform.
Adjust confidence cutoffs and review thresholds without redeploying the worker.
Define the minimum fields that must be present before claims can move forward.
Tune how claims are scored against bank transactions.
Control variance tolerance and the final review policy for reconciled claims.
Manage the prompt text and model choice used by Gemini-backed workflow steps.