AI First Payments

Glossary

Exception case

A bounded payment issue with its evidence, owner, status, and proposed next step.

Source: blueprint.json#/audiences

Evidence bundle

The permitted records assembled so a reviewer can inspect a payment recommendation.

Source: blueprint.json#/audiences

Resolution state

A label showing whether a case is proposed, awaiting review, blocked, declined, or verified.

Source: blueprint.json#/audiences

Recovery path

A reviewed sequence for addressing a failed or overdue payment without assuming success.

Source: blueprint.json#/audiences

Transaction reference

An identifier used to connect a payment event to its supporting records.

Source: blueprint.json#/audiences

Review owner

The accountable person assigned to decide or resolve a payment exception.

Source: blueprint.json#/audiences

Decision trail

The recorded connection between evidence, recommendation, approval, and checked outcome.

Source: blueprint.json#/audiences

Dispute evidence

Documents and records assembled for a person to inspect before a dispute response.

Source: blueprint.json#/audiences

Customer-contact rule

An approved boundary governing whether, when, and how payment follow-up may be drafted or sent.

Source: blueprint.json#/audiences

Policy threshold

A stated limit that determines when a case must pause for additional authorization.

Source: blueprint.json#/audiences

Blocked state

A visible status used when evidence, permission, or a supported connection is missing.

Source: blueprint.json#/audiences

Outcome check

Verification that compares the intended payment result with the state actually recorded.

Source: blueprint.json#/audiences

Draft-only mode

A working mode that prepares material but does not send messages or move money.

Source: blueprint.json#/audiences

Case handoff

The transfer of an exception with its sources, open questions, and ownership intact.

Source: blueprint.json#/audiences

Source owner

The person or system responsible for the accuracy and permission of a supplied record.

Source: blueprint.json#/audiences

Data minimization

Providing only the information needed for the payment question under review.

Source: blueprint.json#/audiences

Human override

An authorized decision to revise or decline an AI-prepared recommendation.

Source: blueprint.json#/audiences

Receipt

Evidence from a supported action used to distinguish completion from a proposal.

Source: blueprint.json#/audiences