Their payment operations were growing. Their workflows weren't keeping up.
As PulsePay's payment operations grew, their teams were spending too much time investigating issues across disconnected systems, gathering information manually, and switching between different operational tools.
We designed an intelligence and orchestration layer around their existing payment infrastructure, connecting the information their teams needed and simplifying the workflows they relied on every day.
- Artificial Intelligence
- Payment Reconciliation
- Workflow Automation
01The Problem
The systems worked. The workflow didn't.
As payment operations grow, teams often have to investigate issues across multiple systems, dashboards and data sources.
This creates unnecessary manual work, slows investigation and makes it harder for operations teams to see the full context behind a payment issue.
Fragmented data
Relevant information spread across operational systems.
Manual investigation
Teams repeatedly gather context before taking action.
Slower resolution
Issues need to be investigated before teams can respond.
Limited visibility
Recurring operational problems can be difficult to identify consistently.
02The Approach
Connect what already exists.
Rather than replacing the underlying payment infrastructure, the approach focuses on creating an intelligence and orchestration layer around the systems already in place.
- 01
Existing Systems
- Payment Systems
- Merchant Data
- Transaction Data
- Operational Tools
- 02
Connect
- APIs
- Data Integration
- 03
Unify
- Normalize
- Enrich
- Contextualize
- 04
Intelligence
- Detect
- Investigate
- Prioritize
- 05
Action
- Route
- Resolve
- Monitor
03What We Built
One operational layer. Multiple workflows.
A connected operational experience designed to bring payment information together and reduce repetitive investigation.
Payment Operations Dashboard
A centralized operational view of transaction activity, failed payments, processing issues and alerts.
Automated Investigation
Relevant transaction and customer context is gathered from connected sources when an issue requires investigation.
Intelligent Issue Routing
Operational issues are categorized and directed according to their type and priority.
Merchant Support Context
Support teams can access relevant payment information without repeatedly switching between systems.
04Product Experience
From fragmented information to one operational view.
Volume
18,420
Failed
112
Open alerts
7
| TX-48211 | Merchant 0142 | 2,480.00 | Settled |
| TX-48212 | Merchant 0388 | 915.40 | Failed |
| TX-48213 | Merchant 0071 | 12,040.00 | Pending |
| TX-48214 | Merchant 0142 | 64.99 | Settled |
| TX-48215 | Merchant 0519 | 3,300.00 | Review |
915.40 · Merchant 0388
Failed- 09:41:02 Authorization requested
- 09:41:03 Gateway response: issuer timeout
- 09:41:30 Retry scheduled automatically
- 09:42:05 Context gathered from 3 sources
Suggested next step
Issuer timeout pattern detected. Route to processing team and notify merchant support.
Elevated failure rate · Card network B
Failures above usual range for the last 20 minutes.
Priority
High
Routed to
Processing Ops
- Settlement file delayedMedium
- Duplicate refund requestLow
- Merchant payout on holdMedium
Merchant 0388
Retail · Active since 2022
30 day volume
1,204
Failed
2.1%
Open cases
1
Recent activity
- Support ticket linked to TX-48212
- Payout schedule unchanged
- No chargebacks in last 30 days
Interface views shown with fictional data.
05Technology
Built around the systems already in place.
- APIs
- Data Integration
- Workflow Automation
- AI
- Cloud
06Solution at a Glance
The shape of the solution.
- Unified operations layer
- 1
- Unified operations layer
- Core operational workflows
- 4
- Core operational workflows
- Connected capability areas
- 5
- Connected capability areas
Figures describe the scope of the showcase architecture.
07Outcome
From fragmented operations to connected action.
Faster investigation
Target: up to 40% less time spent on manual payment investigations. Proposed target, not a verified result.
Connected operations
Payment information brought together across workflows.
Less manual work
Repetitive investigation and routing simplified through automation.
08FAQs
Curious how it works?
Can this work with existing payment infrastructure?
Yes. The approach is designed around connecting existing systems rather than replacing them.
Where does AI fit into the workflow?
Where context, investigation or prioritization can benefit from additional intelligence.
Does this require replacing the core payment platform?
No. The focus is on improving the operational layer around existing infrastructure.
Can the workflow adapt to different payment operations?
Yes. The architecture can be shaped around the workflows that matter most.
What would this look like in our environment?
It depends on the systems, workflows and operational bottlenecks involved.
Have a complex system that could work smarter?
Let's build what's next.
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