Pre-classify incoming transfer-of-value transactions against Open Payments and PDMA reporting categories, flagging ambiguous items for review, so filing deadlines do not create a last-minute bottleneck.
Compliance analysts manually re-classify thousands of transfer-of-value line items every reporting cycle, and ambiguous ones create last-minute review bottlenecks before the filing deadline.
Sample reconciliation discrepancies still need to be resolved by hand, and gray-area spend items need a human call.
meals, speaker fees, sample shipments against Open Payments and PDMA categories
Compliance analyst adjudication
A $340 dinner meeting line item involving three HCPs was pre-classified against Open Payments categories but flagged as ambiguous because the attendee list includes a non-prescribing fellow. A compliance analyst needs to adjudicate the classification before the reporting deadline.
Try it — same review surface your operators use, with a representative decision. Nothing here is saved or sent anywhere.
Resolving sample reconciliation discrepancies, classifying gray-area spend, and the final compliance sign-off before public disclosure stay with your compliance team.
See this workflow against your own queue.
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