In one sentence
A claim is a partner’s request for reimbursement, credit, payment, or other financial relief under a contract or program.
What it is
A claim is a partner’s request for reimbursement, credit, payment, or other financial relief under a contract or program.
Who uses it
Partners, channel operations, claims analysts, finance, accounts receivable, accounts payable, and program owners.
How the calculation works
Each claim line is matched to the applicable agreement and evidence. The system calculates the eligible amount independently, compares it with the requested amount, and records approved, adjusted, or rejected results.
Financial execution
Claims move through intake, validation, review, decision, and settlement. The decision controls the financial document and approved amount.
Accounting impact
A claim usually consumes an existing accrual or obligation. Differences may create true-ups; settlement creates or applies a memo, invoice, payment, or deduction.
Example
A partner claims $12,000 for a promotion. Verified activity supports $10,500, so $10,500 is approved and $1,500 is rejected with a documented reason.
Required inputs
- Claim header and line details
- Contract or program reference
- Invoice, transaction, inventory, or activity evidence
- Proof documents and requested amount
Common rules
- Submission window and claimant eligibility
- Required evidence
- Line-level calculation and duplicate detection
- Approval thresholds and permitted overrides
Common exceptions
- Missing evidence
- No matching program
- Duplicate line
- Requested amount above eligibility
- Disputed decision
- Partial approval
How LicenseIQ supports it
- Accepts structured claims and supporting evidence
- Matches claims to programs and recalculates eligibility
- Manages exceptions, approvals, and disputes
- Carries the approved decision into settlement and accounting
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