Functional Overview

See the  Diagrams page for the visual workflow. 

 1. Introduction & Goals 

 REV Spain lets companies self-manage the process of claiming Spanish R&D tax credits end to end: intake, eligibility check, extraction of employee/salary data from official documents, project information gathering, employee-to-project allocation, and generation of both financial and technical claim reports. 

 Quality Goals 

 

 Self-service — minimal need for manual handling by internal teams 

 Ease of use for non-technical claimants 

 Fast data gathering (short time-to-claim) 

 Centralization of claims across the organization 

 

 Stakeholders 

 

 Top Management 

 Head of Business Unit 

 R&D Consultants 

 

 2. System Scope & Context 

 User Types 

 

 Self-service claimants 

 Internal reviewers 

 Admins 

 

 External Systems 

 

 Unified.to — third-party integration used as an alternative ingestion path when a client does not want to upload sensitive employee/salary data directly (e.g. pulls HR/payroll data from the client's own systems). 

 

 Sensitive Data Boundary 

 REV Spain handles sensitive employee and salary data directly in both ingestion paths: either after extraction from uploaded ITA/RNT documents, or via the Unified.to integration. There is no path that avoids the core system processing PII — this should be treated as a compliance-relevant boundary (encryption at rest/in transit, access control, retention policy). 

 3. Claim Generation Flow (Functional) 

 

 Claimant submits ITA/RNT documents, or connects via Unified.to 

 Employee & salary data is normalized 

 Claimant/reviewer provides project information 

 Employees are mapped to projects 

 Eligibility criteria are evaluated 

 Financial and technical reports are generated 

 Internal reviewer validates the claim before export/submission