Detection rules

For this validation, the previous posted invoice is the most recent posted invoice in the same billing group with an invoice date earlier than the current draft invoice date. Invoices are in the same billing group when they share all of the following billing attributes:

• Account ID

• Currency

• Sequence Set ID

• Invoice Group Number

The validator uses that previous posted invoice as the baseline for identifying missing expected charges and spending outliers.

The validator checks for the following conditions:

• Missing expected charge:

  Condition	Outcome	Reason
  No previous posted invoice in the billing group	Pending Triage	First-Time Billing
  One or more charges from the previous invoice are absent	Pending Triage	Missing Expected Charge
  All prior charges are present	(no flag)	—

  New charges that did not exist on the previous invoice are not flagged — only removals are checked.

• Spending outlier:

  Condition	Outcome	Reason
  No previous posted invoice in the billing group	Pending Triage	No Spending History
  Current invoice total exceeds previous total × spending threshold	Pending Triage	Spending Outlier
  Otherwise	(no flag)	—

  The default spending threshold is 2.5×. For example, if the previous invoice was €20,000, any current invoice above €50,000 is flagged. The check applies even when the previous invoice amount is zero or negative.

Run a summary variance validation

To validate a bill run or invoice, describe your request to Zuora AI. The agent confirms the spending threshold and custom field names before processing.

Examples:

• Validate bill run BR-00019597 for missing charges and spending outliers

• Validate bill run BR-00008774 for missing charges and spending outliers, use 3x spending threshold

• Validate invoice INV00049470 for missing charges and spending outliers, saving validation status to my_status__c and validation reason to my_reason__c

Configuration parameters