Energy Efficiency Rebate Processing demo
Rebates checked against the rules and paid fast. 1:12
What the demo shows
A workflow solution for program teams that validates rebate applications and payments.
Six agents read every application as it arrives and match each line of the contractor's invoice against the qualified product list in force on the install date, check the serial and address against every program the utility runs, and calculate the rebate and the deemed saving line by line. Non-listed models and claims already paid elsewhere are excluded with the reason; the processor approves, the deficiency request goes out the same morning, and the program manager signs the weekly payment batch. Only qualifying lines count as verified savings.
Transcript
- Energy Efficiency Rebate Processing checks utility rebate applications line by line.
- By hand, customers wait 6 to 8 weeks.
- Renee opens Dana Whitfield's application.
- Eight invoice lines, 2340 claimed.
- She presses match. The air conditioner is one character off the listed model, so it is excluded and the rebate drops to
- 1740. A thermostat already paid through the marketplace is not paid twice.
- Only qualifying lines count as savings.
- The duct test report is missing, so a request goes to the contractor the same morning.
- Rene approves $13.59 for Tuesday's batch.
- Tomas signs the batch.
- Rebates checked against the rules and paid in four days, not weeks.
- built on Botminds, agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.