Review desk · source atlas

B2BInterchangeScope

Build a source-linked operating pack for B2B Interchange Optimization & CEDP Remediation.

B2BInterchangeScope organizes the records, checks, exceptions, and qualified-human review required for B2B Interchange Optimization & CEDP Remediation. Start with a bounded diagnostic; no result or licensed judgment is automated or guaranteed.

b2binterchangeoptimizationcedpremediation

Who this is for

A precise operating owner, not a generic audience.

Responsible buyer

Target Buyer ICP: US mid-market B2B merchants with $5M–$100M annual card volume where a meaningful share is commercial/purchasing/corporate cards — distributors and wholesalers, industrial/MRO suppliers, manufacturers, dental/medical/vet supply, building materials, and B2B SaaS/services billing large tickets.

Cost of the gap

Painful Problem B2B interchange leakage is invisible, recurring, and now automatic .

Outcome

The Outcome We Sell A lower, defended effective processing rate : (1) a recovered/avoided-interchange number verified on settled statements, (2) a remediated data pipeline that qualifies B2B transactions for the best available (CEDP Level 3) rates, and (3) monthly monitoring that keeps the merchant "verified" and flags re-leakage.

Decision rule

Proceed only when the source record, service boundary, responsible reviewer, and release criteria can be named before work begins.

Method

The work moves through visible states.

  1. ScopeService Delivery Workflow Intake: collect 3 statements + stack details via secure upload; sign DPA.
  2. CollectAnalysis: AI normalizes, classifies, detects downgrades, quantifies leakage.
  3. NormalizeValidation: expert reviews low-confidence items; approves savings range.
  4. ValidateDiagnostic report: baseline effective rate, leakage $, remediation plan, CEDP-readiness score.
  5. ResolveEngagement: convert to recovery+remediation + monitoring agreement.
  6. ReviewRemediation: guide client IT/gateway/ERP to emit CEDP Level 3 fields; verify in test transactions.
  7. ReleaseRealization: confirm savings on settled statements (60–90 day gate) before billing success fee.

Engagement

Buy the reviewed outcome, with boundaries written down.

Pricing Evidence & Proposed Pricing Evidence: performance-based / share-of-verified-savings pricing is standard and legal in payments consulting S11 S13 . Proposed model (per-unit / outcome, never hourly): Diagnostic: free (lead magnet) or $1,500 credited toward engagement. Recovery + remediation: 25–30% of realized first-12-months savings (billed monthly as savings settle, verified against statements). Interchange Monitoring retainer: $600–$2,500/mo by volume tier, for monthly CEDP-verification checks, downgrade alerts, and re-remediation — the recurring, high-margin core.

Release package

  • The Outcome We Sell A lower, defended effective processing rate : (1) a recovered/avoided-interchange number verified on settled statements, (2) a remediated data pipeline that qualifies B2B transactions for the best available (CEDP Level 3) rates, and (3) monthly monitoring that keeps the merchant "verified" and flags re-leakage.
  • The merchant experiences an expert who makes their card costs go down and stay down
  • An exception queue with owner, next action, due state, and resolution evidence.
  • A human-released operating pack with version history and a correction channel.

Proof standard

Operating evidence: No verified cycle-time result is published yet. The first result will be calculated from accepted intake through qualified-human release.

Client evidence: No client identity or case narrative is published. A reference may appear only after written permission and factual review.

Volume evidence: No completed-client count is claimed. Counts will be published only after the delivery ledger and provider records reconcile.

Evidence room

Authority comes from traceable sources, not decorative claims.

Open the full canonical blueprint dossier

Service boundary

Automation prepares. A qualified human releases.

B2BInterchangeScope is an operational documentation and processing service operated by Your Deputy, Obuke LLC. It is not a law firm and does not provide legal, tax, medical, financial, or other licensed professional advice. Consumer and personal debt matters are not accepted. The client retains its licensed professionals and decision authority. Automation may organize and check records, but a qualified human must review and release every client deliverable.

  • Unsupported facts remain unresolved, never inferred into a client deliverable.
  • Jurisdiction-specific or licensed questions are routed to the client's professional.
  • Every correction retains the source, reviewer, version, and reason for change.

Questions

Know the limits before intake.

Is this legal or professional advice?

No. This is bounded operational documentation and processing support. Licensed judgment remains with the client and its professionals.

Does automation make the final decision?

No. It can organize records, run declared checks, and prepare an exception queue. A qualified human reviews and releases every deliverable.

Is a client portal or CRM already active?

This public site does not claim an active portal integration. Portal access is provisioned only after the relevant backend is configured and independently verified.

What happens when evidence conflicts?

The item is placed in an exception state with its sources and owner. It is not silently resolved or presented as verified.

Fit diagnostic

Send enough context to scope the next conversation—no sensitive files.

Do not submit protected health information, personal financial data, credentials, or confidential client records through this public page.