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Functional Overview

REV Spain — 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)

  1. Claimant submits ITA/RNT documents, or connects via Unified.to
  2. Employee & salary data is normalized
  3. Claimant/reviewer provides project information
  4. Employees are mapped to projects
  5. Eligibility criteria are evaluated
  6. Financial and technical reports are generated
  7. Internal reviewer validates the claim before export/submission
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