Claim Management Software

The idea

A payment claim is never one document. It is a cover letter, a payment summary, the measured bill of quantities, measurement sheets, a variation register, a progress report, an invoice, an approval form, a transmittal and more. Often twenty separate files in Word, Excel and PDF, and the same few details repeated across all of them.

Now picture the usual problem. The claim is ready to go, but one signature from the consultant is missing because their project manager is out of office. The submission date has to move by a week. That date sits in maybe a dozen of those files, in different places and in different formats, and missing a single one means the package goes out inconsistent.

The Claim Management Software keeps the whole package in one place. The details every document shares, such as the claim number, the submission date and the period ending, are held once. Change one and every document that uses it follows. No searching through twenty files.

What it checks

While it has every document open, it also cross-checks the numbers:

• Unit prices: the rate used on a measurement sheet against the rate in the bill of quantities
• Line amounts: every amount against its quantity × rate
• Totals: the invoice, the cover letter and the payment summary against each other

Anything that does not agree is flagged with where it is and what it should be, before the consultant finds it.

About the demonstration

The demo above runs entirely in your browser on an example claim package (synthetic data: an interim payment application for a simplified road contract). Move the submission date and watch it update across the documents, then run the check and correct what it finds.