Entity alignment
Keep the billed buyer, certificate name and mapped customer distinct.
Proposed workflow 01 / A sale meets its source
The right evidence.
For the right sale.
Trace an exempt transaction to the certificate proposed to support it. Keep the entity, state, date and source in the same review.
Research-stage concept · illustrative product preview
EXEMPTLINK / TRANSACTION LINKAGECONCEPT PREVIEW
Illustrative mobile scene
TX-091New York / buyer
CE-21Candidate / review
Invoice meets source
Stack invoice and evidence with a labeled connector.
Human review requiredDEMO — SYNTHETIC DATAFinite sequence · reviewed states
Primary owner
Indirect-tax director or tax reviewer
Inputs
Historical exempt-sales CSV, certificate files and customer/entity mapping.
Proposed output
A candidate-link register with source references, uncertainty and assigned exceptions.
The job it owns
Exempt transaction-to-certificate linkage.
Each offer is an independent managed-workflow hypothesis. The initial scope is historical evidence for one US state.
Date context
Separate sale, signature, receipt, actual expiry and internal refresh dates.
Exact source
Open the relevant document span rather than a document count.
The work, step by step
From source to
reviewable output.
Locate the sale
Preserve the source row, transaction date and buyer legal entity.
Inspect the candidate
Compare state, entity, period and exact document fields.
Record the decision
Accept or reject the proposed relationship with a named reviewer and reason.
Synthetic product evidence
One record.
A visible review.
A candidate match is a suggestion. Review does not rewrite the original document or determine an exemption automatically.
Open record TX-091
TX-091New York / buyer
CE-21Candidate / review
How value is tested
Measure what your
current workflow misses.
Does the current suite already identify the same relationship and exception?
Existing coverage
Capture current-suite alerts, configured modules and the reviewer’s usual process for the same sample.
Incremental findings
Count tax-lead-confirmed, previously unidentified, remediable gaps. Record false positives, omissions and review effort.
A purchase decision
Proceed only with tax-owner sign-off and a signed, funded audit-prep pilot. Stop when the incumbent already closes the job at lower cost.
Workflow questions
Know the boundary.
What if several certificates could apply?
Show competing candidates and the basis for each. Keep the question unresolved until the tax owner chooses the appropriate evidence.
Can a high match score clear an exemption?
No. A similarity score is not a tax determination. The named reviewer retains authority.
Can this workflow change returns or source systems?
No. The starting scope is permissioned historical evidence and human review. The preview does not execute outbound actions or system writes.
A bounded first step
Test this workflow
with your tax owner.
A candidate-link register with source references, uncertainty and assigned exceptions. Start with a scoped conversation before sharing any records.
Discuss transaction linkage
Proposed pilot · no records required to start