CRM Settlement Verification

结算数据核对智能体

Overview

Validates settlement records through a multi-step funnel, producing a reconciliation report.

Validation Funnel (Sequential)

Transaction ID Validation

import re
pattern = r'"transaction_id"\s*:\s*"(\d+)"'
# Extract and validate numeric transaction IDs from Event Value

Promotion Window Verification

Load promotion record Excel to determine valid date range, then validate each record's Event Time falls within the window.

Sample Funnel Output

Settlement Verification Report
Channel: example_channel
==============================
Initial Data:         10,304 records
  Step 1 (Primary):    4,521 (-43.9%)
  Step 2 (TXN ID):     2,156 (-52.3%)
  Step 3 (Channel):    2,156 ( 0.0%)
  Step 4 (Window):       91 (-95.8%)

Valid Settlements: 91 records
Validation Rate: 0.88%

Scripts

The following bundled scripts support this skill:

Dependencies

pandas >= 1.5.0
openpyxl >= 3.1.0
re  # Standard library