ACCOUNT - Your Account Header.
Your specific account is now listed within the menu above (Top right). Clicking "Account" will display the related headers within your account.
These sub-headers are self-explanatory as you click each. The first header to click is "Your Products" this will allow you to see the product/s you have purchased and will display options to progress and/or load documents, such as statements or contracts, plus any supporting documents, you may wish to add.
Any Questions Simply Click Support: support@occai.zendesk.com
CONFIRM - Follow The Process.
You will then be presented with your product purchase and asked to "Continue With Processing".
Clicking on this button will lead you to the processing page where you can "Upload Your - Statement/s & Contracts" or Skip that for later and immediately click the "SKIP" button (Botton Right) to confirm and continue the process.
Any Questions Simply Click Support: support@occai.zendesk.com
CLICK - Compliance & Financial Analysis.
Compliance - You will be presented with an interactive query process. Complete this process to the best of your ability. Try not to omit any questions. You can stop at any time and return later, as the software automatically saves your entries. So you can pick up where you left off, after 5 minutes or 5 days. The query results will be automatically saved in your account as a PDF. Evidencing any compliance breaches, mis-selling, or contract issues.
Financial Analysis - Simply complete the forensic financial analysis section, by inputting your statement header data for the period of analysis you require, it can be for a week, a month, a year, or longer. Take your time to input the data. The results of this analysis will be automatically saved in your account as a PDF document, evidencing any overcharging, miscalculations, errors, or omissions.
Any Questions Simply Click Support: support@occai.zendesk.com
PROCESS - Submit Your Complaint & Claim.
On completion of the interactive process, two AI reports can be generated. One compliance report relating to any breaches and the other a financial report relating to errors or miscalculations, indeed any anomalies within the chosen account. These reports are then generated with a cover letter, located within your account under the header "Your Documents".
To process in "real-time" directly to your provider, simply click on the "process your claim icon" and an email template will auto-generate containing a link to all your documents, including the cover letter and the structured evidence of your complaint and claim, add your own email account to the send list and click SEND, this will go directly to your provider.
Additionally, within your account, you also have a "Your Notes" section, it is always worthwhile to make regular update notes regarding when you sent your complaint to your Financial Provider and any accompanying reply notes. All details entered are dated and time-stamped for your convenience.
Should you have any questions or queries, please just email "Support" quoting your unique reference number within the "Your Documents" Page.
Any Questions Simply Click Support: support@occai.zendesk.com