Read risk and month-end close insights
Use ClaimDS Smart to score counterparty risk, forecast your net settlement position, and get ahead of month-end close blockers — each computed from your own data.
Recovering cash is one half of Smart; staying ahead of risk is the other. The process-improvement tools score where your partners are risky, forecast what you'll owe and be owed, and flag what could derail a month-end close — each computed from your own data.
Three lenses on risk
Counterparty risk tells you which partners to watch. Net position forecasts your settlement obligations so cash flow holds no surprises. Period-close risk surfaces the blockers that delay a close before they bite. Together they turn risk from something you discover late into something you see early.
Read the insights
Follow the numbered steps below. As everywhere in Smart, the numbers are computed and the AI only explains them — see how Smart insights work. Act on what you find through the settlement and reports flows.
Step-by-step
Open the process-improvement tools
In the Smart area, the process-improvement group holds the risk and forecasting tools — counterparty risk, net position, and period-close risk.
Check counterparty risk
Open Counterparty risk to see credit and default-risk scoring across your partners, computed from their activity with you. Use it to decide where to tighten terms or chase early.
Forecast your net position
Open Net position to see your net settlement position and obligation forecast — what you're likely to owe and be owed — so the cash side of settlement holds no surprises.
Get ahead of month-end close
Open Period-close risk to see the timeline risks and blockers that could delay your close, flagged before they bite, so you can clear them in time.
Read the explanation, act through the product
Each insight comes with a plain-language explanation of what the numbers mean. You then act through the normal flows — adjusting terms, chasing claims, clearing blockers — with Smart pointing the way.
Frequently asked
How is counterparty risk scored?
From the partner's own activity and history in your workspace, using ordinary calculations. The AI explains the score in plain language; it doesn't invent it.
Does period-close risk actually close the period for me?
No — it flags the timeline risks and blockers that could delay your close so you can clear them. The closing itself stays in your hands.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.