How identity, period selection, data scope and document security should work together when handling balances, transactions and PDF statement requests on WhatsApp for organisations using Mikro.
How identity, period selection, data scope and document security should work together when handling balances, transactions and PDF statement requests on WhatsApp for organisations using Mikro.
The phone number is matched to the relevant company and authorised contact. If several accounts, branches or periods are possible, the workflow asks the user to choose. A balance request does not expose unnecessary transaction detail.
Balances, debit and credit movements, due dates, open items and document references are read according to the Mikro product, version and authorised data view. Run, Jump and Fly deployments are not assumed to be identical; scope is verified during discovery.
The statement is generated from source data, labelled with company and period, and delivered through a time-limited unguessable link. Access records and retention follow the organisation’s privacy policy.
If a customer disputes a transaction, automation does not close the issue. The relevant document, requested period and conversation summary pass to finance, while the customer sees on WhatsApp that the case has been accepted for review.
A financial-data request is completed only after the correct person and period are verified.
Customer: “Can you send the July statement as a PDF?”
Meta Reva checks the phone, company and account permission, asking for a company or period choice when needed.
A PDF is generated from authorised Mikro transactions and delivered through a time-limited WhatsApp link.
If a transaction is disputed, the document and conversation summary pass to the finance owner.
The conversation on the right is illustrative; it shows the intended flow, not a customer claim or result.
Source data, permission limits, repeated requests, failed writes and agent handoff are validated together before launch.
We can assess the source system, permissions, exceptions and the first safe production scenario.
Book a DemoWhatsApp workflows backed by Mikro are configured around data access, customer rules and operational approvals.
→SolutionRegistered customers can query balances, choose a statement period and receive an eligible statement on WhatsApp under phone-matching…
→FeatureAuthorised statement data from the ERP is converted into a PDF, named safely and delivered to the relevant WhatsApp conversation.
→TrustReview permissions, ERP access boundaries, records and safe handoffs.
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