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Support10 Apr 2026· Clearwater Medical39% captured

Support Case #8179 - Clearwater Medical Overage Charges Dispute

40 turns · 9 min captured of 22 min stated?Only the captured portion exists in the database. The remaining 13 min of this call was never transcribed, so nothing said in it appears anywhere in this application.

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  1. Sarah ChenAegisCloud0:06turn 0ASR 91%

    Hi, thanks for joining — this is Sarah Chen from Aegis Cloud Security support, I have Marcus Williams here with me as well. Can I confirm I have Ajay Mehta and Natalie Simmons from Clearwater Medical on the line?

  2. Ajay MehtaCustomer0:21turn 1ASR 95%

    Yes, Ajay here. Thanks for getting us on the calendar quickly, I appreciate that at least.

  3. Natalie SimmonsCustomer0:28turn 2ASR 91%

    Natalie Simmons, IT Director. Yeah, we're both here.

  4. Sarah ChenAegisCloud0:32turn 3ASR 90%

    Great, great. And Marcus is going to be helping me pull up the billing details on our end as we go through this. So, um, I pulled up support case 8179 — it looks like this is about some overage charges on your April invoice. Do you want to walk us through what you're seeing?

  5. Natalie SimmonsCustomer0:52turn 4ASR 94%

    Yeah, so — look, I'll be direct. We got our April invoice and there are overage charges totaling just over four thousand dollars that I do not understand and frankly did not expect. At all.

    -1States the overage charges were unexpected and not understood, with emphasis 'at all'. · pricing and billing

  6. Ajay MehtaCustomer1:05turn 5ASR 89%

    And from my side as Compliance Manager, a big chunk of those overages seem to be tied to the Comply module, which — I mean, we literally just got the v2 upgrade notification like three days ago. So I'm not sure what's happening there.

    -1Reports that overages tied to Comply v2 are confusing, noting the upgrade notification only arrived days ago. · pricing and billing

  7. Sarah ChenAegisCloud1:22turn 6ASR 91%

    Okay, yeah, that's helpful context. Marcus, can you pull up the Clearwater Medical account and get into the billing breakdown for the April cycle?

  8. Marcus WilliamsAegisCloud1:31turn 7ASR 94%

    Already on it, pulling it up now.

  9. Sarah ChenAegisCloud1:34turn 8ASR 96%

    While he's doing that — Natalie, Ajay, can you tell me roughly which line items stood out the most? Was it just the Comply module or are you seeing things across multiple modules?

  10. Natalie SimmonsCustomer1:46turn 9ASR 97%

    It's primarily Comply, but there's also something under Detect that I — I flagged that too because honestly after what happened in March with that outage, I'm not exactly inclined to give Aegis the benefit of the doubt right now.

    -1Expresses reluctance to give the vendor benefit of the doubt after the March outage. · service reliability

  11. Sarah ChenAegisCloud2:01turn 10ASR 88%

    That's totally fair, and I hear you on the March incident — we're not going to brush past that. Let's get into the specifics first and then we can talk through everything. What does the Detect line item say?

  12. Ajay MehtaCustomer2:15turn 11ASR 96%

    It's showing an overage for — let me get my invoice up — okay, it says excess event ingestion volume, something like eight hundred and forty dollars.

  13. Marcus WilliamsAegisCloud2:26turn 12ASR 90%

    Okay, Sarah, I've got the account open. So looking at the billing detail — the Comply overage is three thousand two hundred and change, and it's flagged as on-demand report generation exceeding the plan tier limit. Looks like a significant number of compliance reports were run between April 7th and April 9th.

  14. Ajay MehtaCustomer2:45turn 13ASR 96%

    April 7th — that's the day of the Comply v2 launch. So we're being charged for reports that — I mean, were we even notified that running those reports would trigger overage billing? Because I went in and explored the new features and ran a few reports, I had no idea that was going to cost us extra money.

    -1Says no notification existed that running reports would trigger overage billing. · pricing and billing

  15. Sarah ChenAegisCloud3:06turn 14ASR 92%

    That is a really important question and I want to make sure I understand exactly what happened. Marcus, what's the plan tier for Clearwater's Comply module, and what's the included report generation limit?

  16. Marcus WilliamsAegisCloud3:18turn 15ASR 90%

    They're on the Professional tier for Comply, which includes up to twenty on-demand reports per billing cycle. The account shows forty-seven reports generated between April 7th and April 9th.

  17. Sarah ChenAegisCloud3:29turn 16ASR 96%

    Forty-seven — okay, so Ajay, does that number make sense to you? Like, do you recall running that many reports?

  18. Ajay MehtaCustomer3:36turn 17ASR 91%

    I mean — yes and no. When the v2 launched, it was the first time we had access to multi-framework reporting. We're a healthcare organization, we need to demonstrate compliance across HIPAA, SOC 2, we're also starting a PCI DSS review. So yeah, I ran reports. I was exploring the feature set. But I had absolutely no warning that I was going to blow past some threshold and rack up thousands of dollars in charges.

    -1Describes running reports without warning of threshold consequences. · pricing and billing

  19. Natalie SimmonsCustomer4:03turn 18ASR 96%

    Was there any in-app notification, any banner, anything that said hey you're approaching your limit? Because if there was and he missed it that's one thing, but if there wasn't—

  20. Sarah ChenAegisCloud4:14turn 19ASR 96%

    That's — yeah, I want to look into that. Marcus, do we have any record of in-app threshold alerts being triggered or sent for this account?

  21. Marcus WilliamsAegisCloud4:24turn 20ASR 97%

    I'm checking the notification logs now... I'm not seeing any threshold alert sent for this account. There's a flag here actually — it looks like the overage alert configuration for Comply on-demand reports may not have been enabled by default on existing accounts that were migrated to v2.

  22. Natalie SimmonsCustomer4:42turn 21ASR 92%

    Wait — so you're saying existing customers were upgraded to v2 and the overage alerts weren't even turned on? So we had no way of knowing we were racking up charges?

    -1Frustrated that existing customers had alerts not enabled during v2 migration. · pricing and billing

  23. Sarah ChenAegisCloud4:54turn 22ASR 90%

    It — it appears that way for your account, and I want to be transparent with you rather than dance around it. If the alerts weren't configured and you weren't warned, that's a problem on our end and I'm going to escalate this internally to our billing and product teams today.

  24. Ajay MehtaCustomer5:13turn 23ASR 94%

    I appreciate you saying that Sarah, I do. But I also want to flag — this is not a small number. Four thousand dollars is not something we can just absorb, especially when we're a medical organization with tight budget controls. We're not a Fortune 500 company.

    -1Calls the $4,000 amount significant and unaffordable for a medical organization. · pricing and billing

  25. Sarah ChenAegisCloud5:31turn 24ASR 94%

    Understood, completely understood. Can we also loop back to the Detect overage real quick before I forget — Marcus, the eight hundred and forty dollars in event ingestion overage, what's driving that?

  26. Marcus WilliamsAegisCloud5:43turn 25ASR 93%

    So for Detect, looking at the event volume data — there was a spike in ingestion on March 10th through March 16th, which is... okay that's actually during the outage window. That's interesting.

  27. Natalie SimmonsCustomer5:55turn 26ASR 91%

    During the outage? How are we being charged for events during a period when your system wasn't even processing them properly? We had six hours of no visibility. We were flying blind.

    -1Questions being charged for outage-related events and says they were flying blind. · pricing and billing

  28. Sarah ChenAegisCloud6:08turn 27ASR 88%

    Yeah, that — I need to look more closely at this because if events were queued and then replayed through the pipeline after the fix was applied, it's possible the billing system counted them against the current cycle even though a chunk of that volume was essentially backfill. That would not be right.

  29. Natalie SimmonsCustomer6:27turn 28ASR 91%

    So we might be getting charged for the retry traffic that your system generated because of your own outage. Is that what you're telling me?

    -1Asks directly if they are being charged for retry traffic from Aegis's own outage. · pricing and billing

  30. Sarah ChenAegisCloud6:37turn 29ASR 96%

    I don't want to confirm that definitively until Marcus can verify the timestamps, but it is a plausible explanation and if that's what happened, that charge should absolutely not stand.

  31. Sarah ChenAegisCloud6:48turn 30ASR 88%

    Marcus, can you get into the event ingestion logs for that period and flag the volume breakdown — specifically anything that looks like queued replay events from after March 16th?

  32. Marcus WilliamsAegisCloud7:00turn 31ASR 90%

    Yeah, I'll need to pull that from the backend pipeline logs, that's going to take me a bit longer than this call, but I can have something documented by end of day.

  33. Natalie SimmonsCustomer7:12turn 32ASR 92%

    Okay, so where does this leave us right now? I have a four thousand dollar invoice due and honestly I'm not comfortable paying it given everything we've just discussed.

    -1States discomfort paying the invoice given the unresolved disputes. · pricing and billing

  34. Sarah ChenAegisCloud7:22turn 33ASR 89%

    That's a completely reasonable position. Here's what I can commit to right now — I'm going to flag both of these disputes internally as high priority today. The Comply overage, given the missing alert configuration on migrated accounts, has a very strong basis for a credit or reversal. The Detect overage I need Marcus to verify, but if the billing reflects replay traffic from the outage, that's also something we'd need to reverse. I'd ask that you hold off on payment on the disputed portions while we investigate.

  35. Ajay MehtaCustomer7:54turn 34ASR 91%

    What's the timeline on that? Because our AP department is going to start asking questions.

  36. Sarah ChenAegisCloud8:00turn 35ASR 90%

    I'd like to give you a full written response on the Comply dispute within forty-eight hours, and the Detect analysis from Marcus by end of day today. Is that workable?

  37. Natalie SimmonsCustomer8:12turn 36ASR 95%

    I mean — it'll have to be. I just want to say for the record, we've been an Aegis customer for three years. We went through the March outage, we didn't make a huge fuss, we understood that things happen. But this invoice situation feels like we're being penalized for engaging with a product launch that wasn't properly set up for us. That's frustrating.

    -1Says the situation feels like being penalized for a poorly set-up product launch. · pricing and billing

  38. Sarah ChenAegisCloud8:36turn 37ASR 95%

    I hear you, Natalie, and that frustration is warranted. We value the relationship and I want to make sure we get this resolved correctly, not just quickly. I'll send you both a written summary of this call and the next steps before end of business today.

  39. Ajay MehtaCustomer8:53turn 38ASR 96%

    Alright. We'll look for that. Thank you both for at least being straight with us.

    +1Thanks the vendor for being straight with them despite the dispute. · support experience

  40. Sarah ChenAegisCloud8:59turn 39ASR 94%

    Of course. We'll be in touch shortly — thanks Ajay, thanks Natalie.