direct deals needs manual review

Direct deals require manual review to ensure compliance with company policies, pricing guidelines, and contractual obligations. This process involves verification of deal terms, customer eligibility, pricing accuracy, and regulatory requirements before final approval and processing.

Review Process Overview

All direct deals must undergo manual review by authorized personnel to validate terms and conditions.

Eligibility Criteria

Direct deals must meet specific eligibility requirements to proceed with manual review.

1. Customer must be in good standing with no outstanding issues.
2. Deal terms must align with current pricing policies and guidelines.
3. All required documentation must be complete and accurate.
4. Deal must comply with regulatory and legal requirements.

IMPORTANT! Incomplete submissions will be returned without review.

Documentation Requirements

Complete documentation is essential for successful manual review process.

1. Signed contract or agreement with all terms specified.
2. Pricing breakdown and justification documentation.
3. Customer verification and eligibility proof.
4. Compliance certificates and regulatory approvals.

NOTE! Missing documentation will delay the review process.

Approval Workflow

• Level 1: Initial review by department supervisor.
• Level 2: Secondary review by regional manager.
• Level 3: Final approval by director level or above.
• Escalation: Complex deals require additional approvals.
• Timeframe: Standard review completed within 3-5 business days.
• Urgent Requests: Expedited processing available for priority cases.

Common Review Scenarios

Typical situations requiring manual review and standard handling procedures.

Pricing Exceptions: Deals requiring deviation from standard pricing models. Custom Terms: Agreements with non-standard contractual conditions. New Customer Types: First-time deals with unfamiliar customer categories. High-Value Transactions: Deals exceeding standard authorization limits.

Escalation Procedures

Process for escalating complex or exceptional direct deals through appropriate channels.

1. Identify deal complexity level and required escalation path.
2. Document escalation rationale and supporting information.
3. Submit through designated escalation workflow system.
4. Monitor progress and provide additional information as requested.

Tip: Early escalation prevents processing delays for complex deals.

Compliance Checks

Mandatory compliance verifications performed during manual review process.

1. Regulatory compliance with industry standards and laws.
2. Contractual alignment with company policies and procedures.
3. Financial compliance with accounting and revenue recognition rules.
4. Legal review for potential risks and liability concerns.
5. Data privacy and security requirement verification.

WARNING! Non-compliant deals will be rejected immediately.

Timeline Guidelines

Standard processing times and expectations for manual review completion.

Quality Assurance

Quality control measures to ensure consistent and accurate manual reviews.

Random audit of 10% of all reviewed deals. Peer review for complex or high-value transactions. Monthly quality metrics reporting and analysis. Continuous training and certification for review staff.

Contact Information

For questions or assistance with direct deal manual review process.

Review Department: [email protected] | Extension: 5555. Escalation Support: [email protected] | Extension: 5556. Compliance Questions: [email protected] | Extension: 5557. General Inquiries: [email protected] | Extension: 5558.

Frequently Asked Questions

Support: Contact review department for specific deal questions.

Updates: Check deal status through online portal or contact review team.