What is a factsheet?

A factsheet is a snapshot ClaimDS generates and freezes at an important moment — when a claim is approved, a reconciliation sheet is closed, or a settlement is committed. It's read-only, it never changes after it's created, and it can be independently verified, which is what makes it audit-defensible.

What it captures

A factsheet records the facts behind a decision at the moment it was made — for a claim, the amounts, the line-by-line detail, the approver and the time; for a settlement, what was earned, what was paid before, the net payable, the amount decided and any override reason. Because it's generated from the same data the action used, it's a faithful record rather than a re-keyed summary.

Frozen and tamper-evident

Each factsheet is generated once and locked. It also carries a fingerprint (a cryptographic hash) of its own contents, so anyone — including an external auditor — can confirm it hasn't been altered since it was created. If a single character changed, the fingerprint wouldn't match.

Where you'll see factsheets

• On a claim — a Factsheet appears once the claim is approved.
• On a reconciliation sheet — a summary while you work it, and a final, fingerprinted factsheet once the sheet is closed.
• On a settlement run — a factsheet, alongside the credit note or memo, once the run is committed.

Cancellation factsheets

If an approved claim is later cancelled, ClaimDS generates a separate cancellation factsheet and keeps it alongside the original — so the full story, approval through cancellation, stays on the record.

Why it matters

Factsheets are how ClaimDS turns "trust us, this was the number" into something provable. When finance or an auditor asks why a claim or settlement was what it was, the factsheet is the frozen, verifiable answer.

Related

• Run a settlement · Reconciliation line states · Use the audit trail