Evaluate a vendor against work you can observe in your own cases.
Set up the work
- Ask how records are retrieved and permissions are controlled.
- Inspect the evidence and response before submission.
- Confirm approval and retry behavior.
- Check pricing, data retention and export terms.
- Request the denominator behind any outcome claim.
A trial should show what changed in the work and what still required manual correction. A vendor’s reported win rate is not a forecast for your case mix.
Use the case record
The merchant workflow connects the owner, evidence and submission record. Use the response guide when the draft is ready for review.