SUBSTRATE AUDIT OS
Meridian
Portfolio
ASSESSMENT
Overview01
Workflow map02
Exceptions03
Human perimeter04
Controls05
Governance report06
Scenario
Order-to-Cash

Controls

SOX 404 · ICFR · COSO 2013 control framework overlay

Framework Coverage
COSO 2013Fragile
0%
0 covered0 partial2 gap
ICFRDeveloping
50%
0 covered1 partial1 gap
SOX 404Developing
50%
0 covered1 partial1 gap
Control Mappings
Partial2 controls
SOX-O2C-003SOX 404
Manual revenue adjustment controls
review_signoff
Evidence of review is not consistently retained for revenue-affecting adjustments.
ICFR-X-003ICFR
Control owners are assigned and accountable
ownership_accountability
Shared ownership creates gaps in control accountability.
Not Evidenced4 controls
SOX-O2C-001SOX 404
Billing dispute approval controls
approval_chain
No auditable approval chain exists for dispute outcomes.
ICFR-X-002ICFR
Exception escalation governance
exception_governance
No structured escalation path or documented ownership handoff for aged disputes.
COSO-CA-002COSO 2013
Evidence that controls were executed
evidence_retention
Controls cannot be tested because evidence of execution is absent.
COSO-CA-001COSO 2013
Authorisation controls over transactions
approval_chain
No defined authorisation limit or approval workflow for billing adjustments.
Findings
2 high3 total
SOX 404
No auditable approval chain for dispute resolutionshighapproval_chain

Billing dispute resolutions and credit approvals are communicated by email. No in-system record of authorisation exists for audit purposes.

ACTIONImplement a governed dispute workflow with mandatory in-system approval before credit or adjustment is issued.
ICFR
Dispute ownership is fragmented across three teamsmediumownership_accountability

Resolution ownership is distributed across sales, operations, and finance without a single accountable owner per case, creating accountability gaps.

ACTIONAssign a single resolution owner per dispute at intake and enforce ownership in the workflow system.
COSO 2013
Control execution leaves no observable evidencehighevidence_retention

Dispute governance controls cannot be tested because evidence of execution is absent. Outcomes are communicated but never recorded in a reviewable format.

ACTIONRequire system-captured resolution records for all dispute outcomes including rationale, approver, and timestamp.