Settlement Post-Disbursement QA UI

Quick answer

Post-disbursement QA UI catches wrong payouts before they become court findings—by sampling paid claims and scoring them against the settlement plan. Design QA- campaigns* with statistical or risk-based sample sizes, SAMP- sample sets* that pull CLM-* and PAY-* records after money left, and review checklists where QA analysts mark pass/fail per criterion with corrective actions. Admins see error rates, finding severity, and reopen paths; counsel sees summary reports—not 500 random claim PDFs. Connect to counsel approval, payment disbursement, fraud detection, fund reconciliation, and final accounting. Start from the Figma guides hub and pair with tables, progress steppers, and Dev Mode handoff.

Who this is for

Product designers building settlement QA consoles where paid claims must be spot-checked under court or plan requirements.
Claims administrators and internal audit teams running statistical samples after each disbursement wave.
Class counsel who need QA-* error-rate reports before certifying final accounting.

QA campaign lifecycle overview

QACampaign — QA-992-0012 · SET-992 · Disbursement batch BATCH-992-07 · Status: Review in progress (847/1000)
├── Triggers:
│   ├── Post-batch disbursement (every PAY-* run above N)
│   ├── Pre-[final accounting](/designing-breach-settlement-final-accounting-and-court-closure-ui-in-figma/) certification gate
│   ├── Court-ordered sample size (e.g. 5% or min 500)
│   ├── Spike in [RET-* returns](/designing-breach-settlement-returned-payment-and-reissue-ui-in-figma/) or [disputes](/designing-breach-settlement-claims-dispute-and-appeals-ui-in-figma/)
│   └── Random periodic audit (quarterly)
├── ID namespace:
│   ├── QA-* (campaign) · SAMP-* (sample set) · REV-* (individual review)
│   ├── CLM-* · PAY-* (subjects) · FIND-* (finding)
│   ├── ACT-* (corrective action) · AUD-* (sample · review · close)
│   └── ERR-* (error rate rollup)
├── Sampling strategies:
│   ├── Statistical random — stratified by award tier · payment method
│   ├── Risk-weighted — oversample [foreign](/designing-breach-settlement-foreign-claimant-and-international-payment-ui-in-figma/), [minor](/designing-breach-settlement-minor-claimant-and-guardian-designation-ui-in-figma/), high $
│   ├── 100% review — small batches or court mandate
│   └── Targeted — all CLM-* with cleared [FRD-*](/designing-breach-settlement-duplicate-claim-detection-and-fraud-prevention-ui-in-figma/) override
├── Outcomes:
│   ├── Pass → QA-* closed · Error rate within threshold
│   ├── Fail finding → FIND-* → ACT-* → Possible clawback / reissue
│   └── Escalate → Counsel · Halt next batch until resolved
└── Claimant impact: Only if FIND-* triggers outreach—use neutral copy via [status portal](/designing-breach-settlement-claim-status-portal-and-claimant-dashboard-ui-in-figma/)

QA state	Team sees	Next action
Draft	Sample config · size calculator	Generate SAMP-*
Sampling	CLM-* list locked	Assign reviewers
In review	REV-* progress bar	Complete checklists
Findings open	FIND-* severity queue	ACT-* owners
Closed	ERR-* report export	Final accounting input

Verdict: Sample after PAY- sends—not before counsel approval—QA validates the full chain including execution errors.*

QA-* campaign and sample size UI

QACampaign — QA-992-0012 · batch_id: BATCH-992-07 · paid_count: 18,442 · sample_target: 1000
├── Campaign setup:
│   ├── qa_id (QA-*) · settlement_id · batch_id or date range
│   ├── sampling_method_enum (statistical · risk · full · targeted)
│   ├── confidence_level (95% · 99%) · margin_of_error (optional)
│   ├── min_sample_size (plan floor) · max_sample_size (cap)
│   ├── stratification: award_tier · payment_method · [approval tier](/designing-breach-settlement-counsel-review-and-payout-approval-ui-in-figma/)
│   └── exclusion_rules: already in open QA-* · test CLM-*
├── Sample calculator (live preview):
│   ├── Population: 18,442 paid · Recommended n: 987 → round to 1000
│   ├── Risk oversample: +15% foreign · +10% >$500
│   ├── "Regenerate sample" invalidates prior SAMP-* (confirm modal)
│   └── AUD-* logs seed + algorithm version (reproducibility)
├── SAMP-* generation:
│   ├── samp_id (SAMP-*) · qa_id · clm_ids[] · pay_ids[]
│   ├── Locked after first REV-* started
│   ├── Export sample list for external auditor
│   └── Replace single CLM-* with reason (conflict · recusal)
└── Reviewer assignment:
    ├── Round-robin · Workload cap per analyst
    ├── Blind review option (hide prior reviewer notes)
    └── Cannot review own [APR-* preparer](/designing-breach-settlement-counsel-review-and-payout-approval-ui-in-figma/) CLM-* (segregation)

Use progress steppers on campaign header—counsel wants “847 of 1000 reviewed” at a glance.

REV-* review checklist and FIND-* findings

ClaimReview — REV-992-88421 · samp_id: SAMP-992-0012 · clm_id: CLM-992-44102 · pay_id: PAY-992-22014
├── Review panel layout:
│   ├── Left: CLM-* summary · PAY-* amount · timeline (read-only)
│   ├── Center: Checklist (plan criteria) · Pass/fail/NA per row
│   ├── Right: Linked [DOC-*](/designing-breach-settlement-claim-document-upload-and-evidence-management-ui-in-figma/) · [IDV-*](/designing-breach-settlement-claimant-identity-reverification-and-step-up-ui-in-figma/) · [COUN-*](/designing-breach-settlement-counsel-review-and-payout-approval-ui-in-figma/)
│   └── Footer: Submit REV-* · Flag for second reviewer
├── Checklist categories (configurable per plan):
│   ├── Eligibility: affected dates · class membership · [opt-out](/designing-breach-settlement-opt-out-and-class-member-exclusion-ui-in-figma/) clear
│   ├── Award: tier correct · pro-rata math · duplicate tier check
│   ├── Identity: IDV pass · [deficiency cure](/designing-breach-settlement-deficiency-notice-and-claim-cure-ui-in-figma/) complete
│   ├── Payment: payee name match · method per plan · amount = approved
│   ├── Approval: APR-* / COUN-* present when required
│   └── Documentation: required DOC-* on file · legible
├── FIND-* on any fail:
│   ├── find_id (FIND-*) · rev_id · severity (critical · major · minor)
│   ├── finding_code_enum · description · evidence_refs[]
│   ├── financial_impact (overpay · underpay · none)
│   └── status: open · act_assigned · resolved · waived
├── Second review (critical FIND-*):
│   ├── Mandatory dual sign-off before ACT-*
│   └── Disagreement → escalate to supervisor
└── Timing: target SLA per REV-* (e.g. 10 min median) · track in QA-* dashboard

Finding severity	Typical response	Blocks next batch?
Critical	Clawback · halt · counsel	Yes
Major	ACT-* fix · sample expansion	Maybe
Minor	Process note · training	No
Waived	Documented exception	No

ACT-* corrective actions and error rate rollup

CorrectiveAction — ACT-992-0044 · find_id: FIND-992-0044 · Owner: ops_lead · Due: 2026-09-15
├── Action types:
│   ├── clawback — Reverse PAY-* · [reissue](/designing-breach-settlement-returned-payment-and-reissue-ui-in-figma/) if needed
│   ├── process_fix — Update rules · retrain reviewers
│   ├── expand_sample — Add n CLM-* to SAMP-* for re-test
│   ├── counsel_notify — Package FIND-* for class counsel
│   └── system_patch — Bug in pro-rata or eligibility engine
├── ACT-* UI:
│   ├── Linked FIND-* · CLM-* · PAY-*
│   ├── Status: open · in_progress · verified · closed
│   ├── Verification step (different user closes ACT-*)
│   └── AUD-* on open · update · close
├── ERR-* rollup (QA-* close report):
│   ├── Sample size · Review completion rate
│   ├── Error rate by category (eligibility · award · payment · approval)
│   ├── Critical FIND-* count · Total financial impact $
│   ├── Comparison to prior QA-* campaigns (trend chart optional)
│   └── Export PDF for [final accounting](/designing-breach-settlement-final-accounting-and-court-closure-ui-in-figma/) exhibit
└── Integration:
    ├── Open critical FIND-* → Block BATCH-992-08 disbursement
    ├── Feed patterns to [fraud detection](/designing-breach-settlement-duplicate-claim-detection-and-fraud-prevention-ui-in-figma/) rules
    └── [Reconciliation](/designing-breach-settlement-fund-reconciliation-and-bank-matching-ui-in-figma/) if financial impact confirmed

Comparison: post-disbursement QA vs adjacent controls

Surface	When	This UI adds
Counsel approval	Pre-release	Post-release verification
Fraud detection	Pre-pay block	Paid-claim error detection
Fund reconciliation	Bank vs ledger	Claim-level correctness
Disputes	Claimant-initiated	Administrator-initiated audit
Final accounting	Fund close	QA error rate exhibit

Handoff checklist (Dev Mode)

QACampaign — qa_id (QA-*), batch_id, sampling_method_enum, sample_target, status_enum.
SampleSet — samp_id (SAMP-*), qa_id, clm_ids[], locked_at, algorithm_version.
ClaimReview — rev_id (REV-*), samp_id, clm_id, pay_id, checklist_results[], reviewer_id.
Finding — find_id (FIND-*), rev_id, severity_enum, finding_code, financial_impact, status_enum.
CorrectiveAction — act_id (ACT-*), find_id, action_type_enum, owner_id, verified_by_id.
QADashboard — err_rate_rollup, batch_block_rules[], export_formats[].

Common mistakes

Mistake	Why it hurts	Fix
QA before money sends	Misses execution errors	Sample post-disbursement PAY-*
Editable SAMP-* mid-review	Audit invalidation	Lock after first REV-*
Same reviewer as claim approver	Bias · segregation break	Block preparer/approver IDs
Generic pass/fail only	No root cause	FIND-* codes + ACT-*
No algorithm version on sample	Cannot reproduce	AUD-* seed + version
Critical FIND-* without batch halt	More bad payouts	Configurable block rule
Show QA status to all claimants	Unnecessary alarm	Neutral portal copy only if ACT-* outreach
100% review at 500k scale	Ops collapse	Statistical + risk stratification
Waive FIND-* without approver	Audit finding	Dual sign-off on waive
QA report separate from final accounting	Duplicate counsel work	ERR-* export template

Recommended workflow

Define sampling rules from settlement plan (size, strata, exclusions).
Prototype QA- campaign setup* with live sample calculator.
Design REV- checklist* aligned to plan sections—not a one-size form.
Build FIND- → ACT- pipeline** with severity-based batch blocks.
Generate ERR- rollup* for counsel before final accounting.
Feed recurring finding codes back to fraud rules and training.

FAQ

Court requires 5%—minimum 500?

Sample calculator honors max(plan_min, statistical_n, 5% population) · Show math in QA-* setup · AUD-* logs inputs.

FIND-* overpayment already spent?

ACT- clawback path* · Link returned payment · Claimant comms via call center script · Legal review.

Re-sample after process fix?

New QA- or expand SAMP-** · Never silently swap CLM-* in locked set · Document in ERR-* report.

External auditor needs access?

Read-only REV- export* · Redact SSN in sample list · Compliance export package.

QA vs duplicate claim FRD-*?

FRD- pre-pay* · QA post-pay catches eligibility/award errors FRD-* does not · Both feed ACT-* patterns.

Next steps

Design breach settlement counsel review and payout approval UI in Figma — Pre-pay gate QA validates
Design breach settlement fund reconciliation and bank matching UI in Figma — Financial impact confirmation
Design breach settlement final accounting and court closure UI in Figma — ERR-* exhibit attachment
Design breach settlement duplicate claim detection and fraud prevention UI in Figma — Rule feedback loop
Design compliance exports and legal hold UI in Figma — External auditor packages

Designing breach settlement post-disbursement QA and audit sampling UI in Figma: QA-* campaigns, SAMP-* samples, and CLM-* review checklists