Questions to check when the counterparty and the actual person in charge are different
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If the place providing guidance differs from the actual processing point, it can be confusing to know who to ask what question. The first step is to clearly document the roles and relationships of each party. Verify the information rather than speculating on the reason for the different names.
Create a contact table by role
Describe who is responsible for announcements, contracts, settlements, and changes/cancellations. Also, check if previous records continue when the person in charge changes. In inquiry records, include the counter and the date.
Connect the basis of the answer to each question.
On the pre-transaction questionnaire, record the counterparty, the responsible counter, the subject of the transaction, the total burden, the timing of payment or provision, and the conditions for changes or cancellations. Attaching the document location or the date of the response next to each item makes it easier to find the conditions again later. When inquiring about costs, ask for a separation between included and separate items, and when asking about a cancellation, confirm not only whether it is possible but also the requesting counter and the processing stage.
Do not complete the questionnaire with just a simple ""It is possible"" answer; instead, narrow down the question to specify the conditions under which it is feasible. For example, verify whether the cancellation is the same before and after processing, whether the quoted amount is the final price, and identify any situations requiring further confirmation. If the answer changes, do not delete the existing content; instead, record the time of the change and the applicable criteria. The questionnaire does not replace a contract or official guidance; it is a tool for comparing the two sets of documents.
Cases where the answers are different
If the explanations from the two channels differ, verify whether they refer to the same conditions and request the final applicable criteria. Do not arbitrarily choose which answer to trust. Unverified items are not marked as completed and the question is retained.
Connecting answers when there are multiple windows
To compare responses from different channels, you must first verify whether they refer to the same conditions. Note down the premises and dates of each response to make it easier to ask about the current applicable standards. The table below is a tool for organizing roles and does not establish relationships solely because names are identical or similar.
| Serving as a point of contact | Answer to be received | Record together |
|---|---|---|
| guide | Basic conditions | Applicable to |
| Actual processing | Current progress | Confirmation date |
| Change Responsible Party | Modification/Cancellation Criteria | Current stage |
Checklist to check yourself
- Roles by Subject
- Official Contact
- Scope of responsibility
- Difference in answers
- Final application criteria
Frequently Asked Questions
How do you record cases where the answers differ at each counter?
List the role, response date, and preconditions of each channel side by side. First, verify whether the response addresses the same situation and request the currently applicable criteria. Do not select only the answers you like and list them as confirmed conditions.
When looking further into this topic 거래 상대방과 처리 조건 점검 You may also refer to the following. Read the content based on the questions summarized above, and record the actual amounts or applicable conditions by comparing them with the original data of the relevant transaction. The linked page is in Korean.


