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Warranty and return claim preparation

Match the receipt, policy, photos, and deadline, then prepare the claim for your approval.

What this workflow does

Match the receipt, policy, photos, and deadline, then prepare the claim for your approval. It produces a source-linked draft, validates it against policy, and keeps publication or system updates behind an explicit approval.

What you gain

Less time searching for proof and return rules.

What the AI agent changes

How this worked before

Templates could merge known fields, but they could not understand source documents or adapt the draft to exceptions.

What the AI agent changes

The agent reads source material, drafts the right version for the case, cites evidence, and leaves the final send or write to a person.

Agent trigger

The user reports a defective or unsuitable purchase.

Inputs

  • Process context: receipt, product photos, warranty terms, return policy, and deadline
  • Approved policies, ownership, and exception rules

Agent flow

  1. 1

    Assemble the current source material, template, and policy version.

  2. 2

    Draft only claims that can be linked to allowed evidence.

  3. 3

    Prepare the eligible remedy and a source-backed claim draft and mark every unresolved exception.

  4. 4

    Publish or write back only the approved version.

Human decisions

After step 3

The accountable process owner approves the eligible remedy and a source-backed claim draft.

Outcome

  • Approved return or warranty claim package
  • Evidence, exceptions, and audit trail

Guardrails

  • Never publish, send, or post without the named approval.
  • Keep templates, policies, and source timestamps visible to the reviewer.

Risks and mitigations

Unsupported claims can enter a customer-facing or regulated record.

Attach evidence to material claims and block approval when citations are missing.

Sources and evidence