Who this is for. AP Helpdesk Analysts and Managers.
This panel reports the quality of the vendor data the agent answers from. It is the only panel that describes your records rather than your mail, and weak numbers here surface later as mail the agent could not answer.
It carries no range selector, because it describes the current state of your records rather than a period.
Vendor record enrollment
A total of vendor records synced from the system of record, printed as Total Records, split into the share Enrolled and the share Unenrolled.
Enrollment decides whether the agent answers a vendor at all, so this one percentage sets the ceiling on how much of the mailbox it can absorb. Raising it is the single most effective change available on this panel. See Vendors.
Vendor contacts
A volume chart of contact records with a Contact Status breakdown, over a total printed as Total Vendor Contacts.
Table 1. Contact status.
Status |
What it means |
|---|---|
Contacts |
Vendor records carrying at least one contact. |
No Contacts |
Vendor records carrying none. Mail from these vendors cannot resolve to a contact, so it arrives as an unknown or cohort sender. |
Duplicate Contacts |
The same address appearing on more than one vendor record. |
Relaxed Matching Domains |
Domains allow-listed so that a domain match alone qualifies a sender. |
The figures are also split by enrolled and unenrolled, which is the split worth reading. Contacts missing from unenrolled vendors cost you nothing today. Contacts missing from enrolled vendors are actively producing unknown senders.
Top duplicate contacts
A ranked table of addresses appearing on more than one vendor record, with two columns: Contact Email and Record Count.
A duplicate contact is a genuine ambiguity rather than a tidiness problem. When one address sits on several vendors, the agent cannot tell which vendor a message concerns, so a payment status request from that address may resolve to the wrong record or to none. The record count tells you how badly: an address on six records is six ways to be wrong.
Figure 1. The SOR Insights panel.