Case resolution using Inquiry resolution provider

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Use the AI agent to automatically extract invoice details and generate case resolutions, then review and confirm the resolution to close the inquiry case.

    Before you begin

    Role required: now_assist_panel_user,sn_ap_cm.agent

    Procedure

    1. Navigate to Source-to-Pay Workspace > List view > All work > Cases > New.
      The Create new case pop-up appears.
    2. Select Invoice case.
      For more information on creating an inquiry case, see Invoice inquiry cases. Assign the case to the AP agent and the inquiry resolution provider AI agent is triggered.Inquiry resolution provider agent

    Result

    Now Assist panel displays the resolution plan and enables agents to review the AI-generated resolution plan. The closure code and closure details are auto updated in the Assignment Closure Details area if AP agent responds positively in the Now Assist panel.