Agentic Chargeback Management

Book a Discovery Workshop
Explore in AI Mode
1 Observe A chargeback request arrives on the NETWORK 2 Reason The agent analyzes by the AGENT 3 Act Decisions that drive business outcomes as logged DECISIONS 4 Collaborate The work is performed as shared WORK
The loop runs continuously

From chargeback received to decision ready — before a credit is issued

01 Observe

A chargeback request arrives

A wholesaler sells your product to a contracted provider at the contract price and sends you a chargeback request for the difference over the TraceLink network, the same way they do today.

The chargeback request is received through MINT and translated into the version expected by the chargeback system. The chargeback request triggers the Agent to begin its work.

Integrate-Once™: wholesaler and format changes are absorbed by the network, not by your backlog.
Chargeback Request Details Illustrative
Chargebacks - Agentic Business Process All Customers GO
All Discussions All Transactions Commerce - Customer Price Authorizations Price Authorization Acknowledgments Chargeback Requests Chargeback Responses Credit / Debit Adjustments Remittance Advices
Chargeback Request DetailsView and edit chargeback requests. Add DiscussionAdd Comment NewEdit
Submit Processing Processed Preparing To Send Sending Received
Transaction Information
SenderMERIDIAN WHOLESALE ReceiverLINKIVA PHARMA Process StatusDone Last Processed Date9/14/26, 6:41 AM Last Transaction Error ResultReceived
Chargeback Request Information
Request NumberCB-118204 Request DateSep 14, 2026 Contract NumberGPO-7741-2026 Debit Memo NumberDM-552019 Requested Amount$48,360.00 Line Count6
02 Reason

The agent analyzes

The agent begins its job of gathering information and precisely executing its work.

Four checks stop unauthorized credits before they are issued, each answered from business transactions you already exchange with your wholesalers.

Is the price authorized? Checked against the price authorization acknowledgement for that contract and customer on the sale date. Is the customer eligible? Checked against contract membership, so a sale to a provider outside the contract is never credited. Is it a duplicate? Checked against prior requests and credits, so the same debit memo line is never paid twice. Is it a resubmission or rebill? Checked against earlier rejected or corrected claims, so it is linked and classified rather than treated as new.
Every request is evaluated, not a sample — and always before the credit memo is issued.
Chargeback Validation Analyst Illustrative
Chargebacks - Agentic Business Process All Customers GO
Chargeback Validation Analyst Chargeback Response Monitor Chargeback Remittance Auditor
Chargeback Validation Analyst
Context: Objectives - Chargeback Validation / Tasks
Session: -09/14/2026 06:41 am
How can I help you today? Send
Chargeback Validation 1 Agent Working • 2 Waiting on Human • 0 Blocked • 57 Accomplished
Submitted0 outcomes No outcomes
In Progress1 outcome Agent Working CB-118204 | MERIDIAN WHOLESALE | 2026-09-14 Chargeback Validation outcome for request CB-118204 from Meridian Wholesale is being evaluated. Current Task: Contract Price and History Analysis
Done57 outcomes Accomplished CB-118199 | CASCADE PHARMACY GRP | 2026-09-13 Chargeback Validation outcome for request CB-118199 has been accomplished. Current Task: Disposition
Progress detailCollapse All
3Contract Price and History AnalysisIn Progress Matching request CB-118204 to price authorization acknowledgement PA-7741-R3 and the last 180 days of chargeback history. 5 of 6 lines match; line 4 claims a contract price that was never authorized for this customer.
AgentDecisionSep 14, 2026, 6:41:12 AM GMT Request vetted and associated Processable. Linked to contract GPO-7741-2026 and price authorization PA-7741-R3. Customer eligible on the sale date; no prior credit for debit memo DM-552019. Source: Chargeback Request 844 · Price Auth Ack 845
AgentDecisionSep 14, 2026, 6:41:19 AM GMT Quantities and eligibility consistent Claimed quantities match the sale-at-contract-price detail on all 6 lines; provider is a member of the contract. Source: PA-7741-R3 · CB-118204
AgentInsightSep 14, 2026, 6:41:27 AM GMT Showing confirmation that Chargeback Validation outcome CB-118204 | MERIDIAN WHOLESALE | 2026-09-14T06:41:12 was successfully evaluated with lifecycle state INPROGRESS and 1 line held for review. Claimed contract price $61.20 against authorized $68.40 on line 4. 5 of 6 lines match on price, eligibility, and quantity; line 4 held for review. Source: PA-7741-R3 line 4 · CB-118204 line 4
Chargeback Validation Outcome Evaluated Successfully evaluated Chargeback Validation outcome instance for request CB-118204 from customer MERIDIAN WHOLESALE dated 2026-09-14T06:41:12. Outcome ID: c41e77b3-9a52-4f6d-8e10-2d7b5a9f3c88 Lifecycle State: INPROGRESS Current Task: 3 (Contract Price and History Analysis) Lines Matched: 5 of 6 Line Held: 4 — Enoxaparin 40mg/0.4ml, claimed price $7.20 below authorized Tasks Initialized:
  1. Initialization
  2. Prepare and Vet Request
  3. Contract Price and History Analysis
  4. Disposition
03 Act

Decisions that drive business outcomes

Every recommendation the agent makes — valid, invalid, duplicate, resubmission, or investigate — is documented in the log with its evidence attached. A person makes the call and issues the credit.

It recommends. People decide. The agent never issues a credit memo, rejects a claim, or makes a commitment to a wholesaler. It reads. It never changes your data. It works from business transactions already flowing over your network link. Your ERP and contract management system stay the systems of record. Everything is on the record. Every recommendation, its evidence, and the decision that followed are written to the Chargeback Validation Decision Log — reproducible for an auditor months later.
Captured decisions become the intelligence your experts use to refine the agent’s rules.
Chargeback Validation Decision Log Details Illustrative
Chargebacks - Agentic Business Process All Customers GO
Chargeback Validation Decision Log
Chargeback Validation Decision Log DetailsView chargeback validation decision logs. New
Draft To Do In Progress Done
Decision Log Information
Decision Log TitleCB-118204_2026-09-14T06:41:12 Request NumberCB-118204 (MINT for Pharma Supply Chain) Request DateSep 14, 2026, 12:00:00 AM CustomerMERIDIAN WHOLESALE Message ID2b91d0aa-77c4-4e02-9d15-6f3a8c1e5b40:INBOUND Creation Date/Time9/14/26, 6:41 AM
Chargeback Vetting Checks
Decision ReasonAll vetting checks passed: request is processable, associated to contract GPO-7741-2026, not a duplicate of a prior request, and the customer was eligible under the contract on the sale date. Decision SummaryRequest CB-118204 passed all vetting checks and is a candidate for line-level contract price matching. Request Processabletrue Contract Associationtrue Duplicate Requestfalse Resubmission or Rebillfalse Customer Eligible on Sale Datetrue
Chargeback Line Match Checks
Request Req. Line PA Line Customer Eligible Quantity Matched Contract Price Matched
CB-118204 · Amoxicillin 500mg 00010 00010 true true true
CB-118204 · Metformin ER 750mg 00020 00020 true true true
CB-118204 · Enoxaparin 40mg/0.4ml 00040 00040 true true false
Rows Per Page25Showing 1 - 3 items
Chargeback Disposition
Decision ReasonRequest vetting passed. 5 of 6 lines match the authorized contract price and quantity for an eligible customer. Line 4 claims $61.20 against an authorized $68.40; wholesaler confirmed the prior price list was applied and will resubmit. Decision SummaryRecommended: valid on 5 lines, invalid on line 4 pending resubmission Outcome Identifierc41e77b3-9a52-4f6d-8e10-2d7b5a9f3c88 Request DispositionValid — partial Reviewer DecisionCredit approved for 5 lines — D. Whelan, 9:58 AM Resolution CategoryUnauthorized Price — Resubmission
04 Collaborate

The work is performed

The agent can start a shared process collaboration: it brings its evidence, your chargeback analyst owns the decision, and the wholesaler answers in the same thread. One process running across two companies — not an email chain that ends in someone's inbox.

The agent raises the chargeback incident, attaches the price authorization and claim history, and proposes the disposition. The chargeback analyst owns the exception, decides what to credit, and speaks for your company. The wholesaler responds in the same process, on the network — no portal to log into, no re-keying.
The wholesaler's answer comes back onto the request, so the credit decision your team makes next is based on a settled fact rather than an assumption.
Chargeback Incident Details Illustrative
Chargebacks - Agentic Business Process All Customers GO
Chargeback Issue Management
Chargeback Incident DetailsView and edit Chargeback Incident Details FollowUnfollowAdd Comment NewEdit
Draft To Do Under Investigation Done
General
Display IdentifierINC-3308 CategoryContract Pricing Issues Incident DateSep 14, 2026, 6:47:00 AM GMT Business PriorityHigh TitleRequest: CB-118204 | Contract: GPO-7741-2026 | Unauthorized price: line 4 claims $61.20 contract price, authorized $68.40 Due DateSep 21, 2026, 6:47:00 AM GMT DescriptionRequest: CB-118204 | Contract: GPO-7741-2026 | Line 4 claims a contract price of $61.20 against an authorized price of $68.40 on the sale date. No matching price authorization on record.Recommended action: credit 5 valid lines, reject line 4 as invalid. Resubmission at the authorized price required.
Participants
Initiator CompanyLINKIVA PHARMA Assignee CompanyMERIDIAN WHOLESALE
Product Information
Product Name Item Code Type Item Code Value Product GTIN Lot Number
Enoxaparin 40mg/0.4ml NDC 51862-0902-11 00351862090211 LT26081142
Rows Per Page25Showing 1 - 1 items
Comments and Attachments
Comment AuthorD. Whelan Chargeback analyst Last ModifiedSep 14, 2026, 7:12:40 AM GMT CommentTaking this to Meridian before anything goes to the credit memo run — adding their contracts team to the incident. I want their answer on the price before I record a decision.
Followers
FollowerD. Whelan FollowerChargeback Validation Analyst

Manage all agentic activity in one place

The Agentic Control Tower is the working surface for your agentic workforce: process health, the exception queue, agent sessions to review. Reports and dashboards turn that activity into data you use to tune where agents run and what they handle.

Agent Manager Illustrative
Chargebacks - Agentic Business Process All Customers GO
Agents ABP ABP Assets Agents Agent Profiles Process Networks Actions Chorus Objects Bindings ABP Dashboard ABP Metrics Agent Metrics
Outcome ReportMonitor Chargeback Validation Analyst outcomes and chargeback completion trends FilterSave
Chargeback Validation Analyst Outcomes
Chargeback Outcomes Breakdown(2)
Submitted24Blocked9Waiting on human17Agent working19Completed34
Chargebacks Received vs Completed(2)
Received192326232424282830313131Completed141718181820252321272625
Reports and Dashboards Illustrative
Chargebacks - Agentic Business Process All Customers GO
Query Objects Reports Dashboards Company Marketplace All
Chargeback Validation Agent Command CenterMonitor agent activity, chargeback outcomes, and exceptions requiring human attention Save
Chargeback Validation Log
Chargeback Validation Log State(1)
Decision Log 4412 DoneUnder Review
Agent Decision Summary(1)
Agent Decision SummaryBy Exceptions 732 Unauthorized PriceDuplicate RequestIneligible Customer

Everything the solution includes

This is a complete Agentic Business Process — the agent, the business transactions it reasons over, the collaborative processes that resolve exceptions across companies, and the visibility to run it all.

Chargeback Validation Analyst The governed OPUS Agent that acts as a digital co-worker, checking for duplicates and validating line items against active contract terms.
Business transactions Price authorization acknowledgement, chargeback request and response, and credit/debit adjustment documents standardized across every wholesaler.
Collaborative processes Cross-company chargeback incident workflows for resolving exceptions, plus the decision log.
Agentic Control Tower Where trade operations teams monitor process health, prioritize exceptions, and review agent sessions.
Reports & dashboards Real-time chargeback visibility, from price authorization through request, response, credit memo, and settlement.

Value that compounds with every chargeback

100% Validation coverage — every chargeback line checked, not a sample
1.5–3% Reduction in margin lost to unauthorized pricing and duplicate credits
~80% Lower cost to process each chargeback line
90% Faster exception resolution, with every decision on the record

Target ranges for the Chargeback Validation Analyst, pending your business value analysis. Your figures are baselined against your own transaction data during the Agentic Accelerator Program, so the business case is demonstrated against your own operation.

One agent. A complete operating model behind it.

The Chargeback Validation Analyst is the Agentic Supply Chain Operating Model in action — one governed OPUS Agent within the transformation TraceLink powers, where human expertise and agentic work combine across the end-to-end supply network.

Every layer is configured around your own operating model, business rules, and standard operating procedures. No custom software development.

01 Agentic Supply Chain Operating Model The transformation itself: a way of running supply chain operations where human teams and governed OPUS Agents work together across the end-to-end supply chain.
02 Agentic Supply Chain Operating System The software foundation that powers the operating model. Powered by the OPUS Platform, it is where you create, deploy, govern, and scale specialized OPUS Agents that work alongside your people.
03 Agentic Business Processes The work model: human teams and governed OPUS Agents performing operational work together through shared objectives, rules, and measurable outcomes. Chargeback management is one of many.
04 Agentic Control Towers The intelligence environment: the knowledge, reasoning, and operational context humans and OPUS Agents use to monitor, manage, decide, and perform work in real time.
05 Integrate-Once™ Agentic Business Network The governed multienterprise foundation: link once to the network and exchange trusted business transactions with every trading partner — no point-to-point integrations.

Three ways to get here. One is already built.

The AI models are available to everyone. The difference is where the agent's evidence and governance come from — and who has to build and maintain them.

Path one Build it in-house Point-to-point integrations to every trading partner have to exist before the agent can see a single chargeback request — built and funded by you alone. Governance, audit trails, and validation for a regulated supply chain are designed from scratch. Every partner change, format change, and policy change lands on your team’s backlog — permanently. Years of platform work before the first chargeback is validated.
Path two A general AI platform Strong models and tooling — but no knowledge of your industry’s transactions, partners, or processes. Cross-company data is still sourced, mapped, and maintained integration by integration. Governance is a consulting engagement: scope, rules, and audit design built for you over time. A platform to build on — the supply chain part is still your project.
The TraceLink path Agentic Business Process The network already exists: 315,000+ authenticated businesses, 339,000+ active supply chain links, hundreds of billions of annual supply chain exchanges, one Integrate-Once™ link. Governance is native — scope, rules, guardrails, and decision logs on trusted, certified infrastructure (ISO/IEC 42001:2023 for AI management systems, ISO 27001, SOC 2 Type II) built for regulated supply chains. The agent is purpose-built for this process and defined in business language — configuration, not code. Proven against your own chargebacks through the Agentic Accelerator Program — before you deploy.

The Agentic Accelerator Program

A structured path from discovery to production. Each stage has a clear owner and exit criteria: we define the agent with your team, quantify the value against your own transaction data, and demonstrate the transformed process end to end — so the deployment decision is grounded in evidence from your own operation.

01 Agent Definition Configure the agent’s profile, business logic, and workflows against the approved blueprint.
02 Business Value Analysis Quantify KPI impact, operational gains, and ROI against your own transaction data.
03 Proof of Value The working agent performs the transformed process end to end, in front of your team.
04 Proposal Deployment recommendation, scope, roadmap, and an outcome-based commercial model.
05 Deployment Production at scale, across your full trading-partner network.
Start with Discovery
All Agentic Business Processes

Your network is the reason you can act now

If you exchange chargeback requests and price authorizations with your wholesalers on the TraceLink network, the foundation is largely in place. Your existing trading-partner relationships, live transaction flows, and network readiness are what make this deployable now.

We will show you which transactions are already live across your own trading partners, and exactly what closing any gap takes.

See your readiness