Operations Console
ABL Discount Reconciliation
Pipeline Builder

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.

Products
0

Business containers that own one or more execution pipelines.

Pipelines
0

Business-facing processing flows with versioned runtime configs.

Active Pipelines
0

Pipelines currently marked active and ready for new processing.

Enabled Intake Routes
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Routes currently enabled to feed files into the platform.

Foundation
Products

Define the business product lines that own one or more execution pipelines.

Manage products
Primary
Pipelines

Create versioned processing pipelines, preview compiled runtime, and activate safe releases.

Open pipeline builder
Routing
Intake Sources

Attach shared drives, SFTP polling, Exchange, or API feeds to the right pipeline.

Manage intake sources
Onboarding
Merchant Agreements

Upload agreement PDFs, review extracted terms, and generate reconciliation configuration.

Open agreements
Transitional
Advanced Configuration

Keep access to the legacy low-level rules, prompts, aliases, and thresholds during transition.

Review advanced controls
Recent pipelines
Recent pipeline definitions with direct access to the business-facing builder.
Open pipelines
PipelineStatusActive VersionConfigsUpdated
Recent intake sources
Routing definitions that assign incoming files to the right pipeline.
Open intake sources
SourceTypeModeLast Checked

Advanced configuration

These legacy technical control surfaces stay available during the transition, but they are no longer the primary authoring path.

Discount Rules

Manage the merchant, card, and campaign rules used during eligibility checks.

Open Discount Rules
Applicability Sources

Choose where the workflow should look for discount eligibility during the demo.

Open Applicability Sources
Field Aliases

Map source column names to the canonical fields used by the platform.

Open Field Aliases
Workflow Thresholds

Adjust confidence cutoffs and review thresholds without redeploying the worker.

Open Workflow Thresholds
Validation Rules

Define the minimum fields that must be present before claims can move forward.

Open Validation Rules
Matching Rules

Tune how claims are scored against bank transactions.

Open Matching Rules
Reconciliation Rules

Control variance tolerance and the final review policy for reconciled claims.

Open Reconciliation Rules
Prompt Templates

Manage the prompt text and model choice used by Gemini-backed workflow steps.

Open Prompt Templates