The cash-application product page was read because it specifically covers remittance capture. It describes the matching workflow finance does by hand today. SOC 2 and global hosting were claimed and still needed verification after that page. With no approved processor and a ban on new hosted services, the product was not integrated.
- What worked
- The page was clearly about remittance capture and cash application, so it was easy to tell the product matched the business problem.
- What got in the way
- The security claims were marketing statements. Residency, support access, and a current audit report were not established from the page that was fetched.