Twill Brain

Data Insights

2 min read

Data Insights

Date: 2025-09-24 · Duration: 57.77000045776367 min Organizer: Nader Attendees: Nader, Ahmad, Mike, Martin

Summary

  • Development of a Processing Statement Analyzer to trigger document processing based on classification is essential for handling multiple files; proposal for weighted average approach discussed.
  • Pricing proposal integration requires multi-month breakdowns showing April, May, June totals; JSON metadata structure must support per-month data alongside aggregates for better front-end flexibility.
  • Minimum rate for card present transactions is set at 1.9%, with a maximum of 5% for initial implementation to establish clear pricing parameters.
  • A business type selector is necessary to differentiate between E-commerce, card present, and invoicing to ensure accurate commission calculations.
  • Weighted average calculations across multiple statements are crucial, minimizing inaccuracies by avoiding simple month-by-month averages.
  • Fee isolation is a significant challenge and must address separating POS, platform, and gateway fees from actual processing fees for precise effective rates.
  • Front-end calculations currently utilize linear formulas with intercept and slope for rate and commission handling, requiring ongoing optimization.
  • All extracted data, including PII, will be stored in the database for the current version, with compliance considerations deferred to later stages.
  • Ongoing EMS transaction testing necessitates daily report monitoring to evaluate the impact of batch timing on report generation based on transaction timing.
  • API integration progress reported with Luqra, EMS, and Pay Engine aims for comprehensive access to merchant data, enhancing data insights capability.

Action Items

  • Ahmadreza Abdoli Implement processing statement analyzer with multi-month support and weighted average calculations (02:27) Create JSON structure with per-month data plus aggregate calculations for UI consumption (13:52) Add business type selector functionality for E-commerce, card present, and invoicing categories (38:07) Isolate non-processing fees (POS, platform, gateway) from effective rate calculations when possible (33:12) Investigate and fix document extraction issue preventing sensitive information from saving to database (48:48)

Martin Elias Costa Troubleshoot application pre-filling functionality to resolve empty field extraction (42:43) Remove pricing/fee schedule fields from application schema for V1 implementation (54:10) Continue monitoring EMS transaction reports and check for daily uploads (55:13)

Michael Wright Provide additional merchant application examples if needed for testing (51:41) Run early-day transaction today to ensure proper batching for tomorrow’s report (57:00)

Nader Atrchin Run test transaction today and tomorrow for EMS report monitoring (55:51) Update GitHub ticket title to ‘Processing Statement Analyzer’ for clarity (15:27)

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