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Case study · Healthcare & Pharma Distribution

Control complex contracts, rebates and claims without losing oversight

Contract, rebate and claim rules were complex and varied by product and customer. Controlled documents needed careful handling, and any AI use needed evidence and audit records. DataplexLabs built a contract and rebate data model, automated document review and set up model testing and approval workflows.

A healthcare distributor

Client details are anonymized at the client's request.

The challenge

  • Contract, rebate and claim rules were hard to reconcile across products and customers.
  • Controlled documents needed traceable handling and review.
  • Any AI assist needed evidence, approvals and audit records before it could go live.

What we did

  1. 1

    Mapped contract, rebate and claim rules into a consistent, auditable data model.

  2. 2

    Automated document review with a human-in-the-loop queue and full change log.

  3. 3

    Tested and documented AI models and assistants before production use.

Results

Rebate and claim calculations became repeatable and reviewable.

Document handling met oversight requirements with a clear audit trail.

AI tooling reached production only after safety testing and sign-off.

Next step

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