Read an AI agreement summary
Use ClaimDS Smart to get a plain-language summary of how a rebate agreement is performing — numbers computed from your data, explained clearly.
A rebate agreement holds a lot of detail, and reading it all to understand how it's doing takes time. Smart agreement summaries give you the gist in plain language — the performance, the partners tracking well or badly, the things worth a look — without you assembling it yourself.
A brief you can trust
The value here is speed without losing rigour. The numbers are computed from your own data exactly as elsewhere in Smart; the AI only turns them into a readable summary. So it reads like a colleague's brief, but every figure traces back to source.
Read a summary
Follow the numbered steps below. To see the agreement behind the words, open it directly — see the agreement lifecycle for what each stage means.
Step-by-step
Open agreement summaries in Smart
Go to the Smart area and open agreement summaries. You can see a snapshot across agreements, or open a single agreement for a deeper read.
Read the plain-language narration
The summary explains, in clear language, how the agreement is performing — what's accrued, how partners are tracking against its slabs or targets, and where attention might be worth spending.
Trust the numbers, use the words
Every figure in the summary is computed from your own data; the AI's job is only to put it into readable language. So you get the speed of a written brief with numbers you can still trace back to source.
Drill into the detail
When a summary points at something — a partner lagging a target, an unusual accrual — open the agreement itself to see the underlying figures and decide what to do.
Frequently asked
Can I rely on the summary's numbers?
Yes — they're computed from your data, not estimated by the AI. The AI only narrates them. If anything looks off, the agreement's own screens show the figures behind the words.
Is this available on every plan?
Smart features are subscription-gated. If you don't see agreement summaries, check your plan under Settings → Billing.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.