Deploy AI agents that extract, match, and categorize trade promotion deductions without manual intervention. Reduce processing time and improve accuracy across your entire claims workflow.
Overview
This Guidance demonstrates how to resolve trade promotion deduction disputes that strain retailer relationships by automating document analysis, three-way matching, and validation through specialized AI agents. When deduction document packages are uploaded, an orchestrator delegates tasks to specialized agents: one extracts data from documents, another performs three-way matching by comparing deduction claims against campaign agreements and purchase orders, and a third categorizes deduction types. The system then updates external ERP and trade promotion management systems with validated results and sends status notifications to retailers automatically. You can eliminate manual deduction processing, reduce financial discrepancies, accelerate dispute resolution, and strengthen retailer relationships through faster, more accurate validation.
Benefits
Automate deduction validation end to end
Ground matching in your data
Validate three-way matching decisions against your actual campaign agreements and purchase orders using retrieval augmented generation. Minimize disputes and accelerate resolution of valid retailer claims.
Integrate seamlessly with your ERP
Connect AI-validated deduction results directly to your existing ERP and trade promotion management systems through a standardized gateway. Eliminate manual data entry and keep systems synchronized automatically.
How it works
This architecture diagram shows how a multi-agent system built on Amazon Bedrock AgentCore automates trade promotion deduction validation with ERP integration.
Download the architecture diagram.
Step 1
You access the web application hosted on Amazon S3 and delivered via Amazon CloudFront.
You authenticate using Amazon Cognito User Pools, which verifies your identity and issues identity tokens. Amazon Cognito Identity Pools then exchanges these tokens for temporary, scoped AWS credentials, enabling access to backend AWS services.
You upload trade promotion deduction document packages through the frontend web application, which triggers the multi-agent document analysis workflow.
The Orchestrator Agent, deployed on Amazon Bedrock AgentCore Runtime's serverless, session-isolated environment, delegates to the Data Agent, which extracts data from documents in Amazon S3 and stores extracted data in Amazon DynamoDB.
The Matching Agent, running on Amazon Bedrock AgentCore, uses Amazon Bedrock with Retrieval Augmented Generation (RAG) to perform three-way matching, comparing deduction claims against campaign agreements and purchase order data retrieved from Amazon DynamoDB.
The Categorization Agent, running on Amazon Bedrock AgentCore, uses Amazon Bedrock foundation model inference to classify deduction types and writes categorized results to Amazon DynamoDB.
The agent uses Amazon Bedrock AgentCore Gateway which converts the AWS Lambda function into an MCP-compatible, agent-ready tool to update the retailer's external ERP/TPM system with validated deduction details.
Status updates are sent to the retailer via Amazon Simple Email Service.
All agent activities are logged to Amazon CloudWatch for monitoring and audit.
Deploy with confidence
Everything you need to launch this Guidance in your account is right here.
Let's make it happen
Ready to deploy? Review the sample code on GitHub for detailed deployment instructions to deploy as-is or customize to fit your needs.