Abstract: A system for annotating transactions includes a computing server configured to retrieve annotation requirements for transaction accounts of an organization client, where the annotation requirements specify a data field of a third-party platform's schema that is used to organize transaction data. The organization client may further specify which transactions need to be annotated using selection criteria. The computing server processes transactions incurred using the transaction accounts and identifies unannotated transactions using the selection criteria. End users who are responsible for annotating the unannotated transactions are provided direct links to annotate the unannotated transactions. Upon receiving annotations from the responsible end users, the computing server can display annotated transaction data for an administrator of the organization client.

Abstract: A system for verifying transactions includes a computing server configured to identify an unverified transaction among real-time transactions that the computing server processes on behalf of an organization client. The computing server receives a forward of a documentation record from an end user through a communication channel (e.g., receiving an image of a paper receipt of a transaction without prompting the end user to provide the receipt). The computing server parses the documentation record to extract information (e.g., a transaction date) to verify the unverified transaction. If the information from the parsed documentation record matches corresponding fields of the unverified transaction, the computing server may display a user interface indicating that the transaction was verified.

Abstract: A computing system receives a selection of a parameter-setting rule associated with a specific unique identifier and automatically assigns data parameters to the data records according to the parameter-assigning rule. The computing system determines a domain for each data record based on data parameters associated with the occurred instance. A collection of data records is displayed to a user of the computing system. The collection of data records is displayed with a set of third-party defined fields. Values for the set of third-party defined fields are pre-filled based on the parameter-assigning rules. Upon receiving the request to export the collection of data records, a payload corresponding to the collection of data records for the third-party system is created. The payload includes at least the set of third-party defined fields and the domain associated with each data record automatically assigns data records to the corresponding domain in the third-party system.