Auto-Finalization Claim Rule
Overview
Section titled “Overview”The Auto-Finalization claim rule in Corso lets you automatically finalize claims once certain conditions are met, eliminating the need for manual review. This is especially helpful for scenarios like exchanges or store credits where a brand does not need to wait for a full inspection before sending the replacement product or issuing credit.
By leveraging shipment status updates or warehouse events, Corso can close claims and trigger the appropriate resolution as soon as key milestones are reached.
What You Can Expect
Section titled “What You Can Expect”With Auto-Finalization, you can:
- Save time: Automatically finalize claims without manual intervention.
- Trigger by shipment or RMA events: Choose whether claims finalize when a package is scanned in transit or based on warehouse updates.
- Exchange-first approach: Commonly used for exchanges or gift card resolutions, ensuring customers get their new items quickly.
- Improved customer experience: Customers receive their replacement or credit faster while your support team spends less time managing claims.
Features & Functionality
Section titled “Features & Functionality”Rule Creation
Section titled “Rule Creation”- Name the rule and define the conditions for auto-finalization.
Conditions
Section titled “Conditions”- Shipment return status: e.g., marked “In Transit” once dropped off and scanned by the carrier.
- Warehouse RMA events.
Resolution Method
Section titled “Resolution Method”- Typically set to Exchange or Gift Card.
- Ensures that only specific resolution types are finalized automatically.
Claim Finalization
Section titled “Claim Finalization”- Once conditions are met, the claim is closed and the replacement order or credit is released automatically.
Implementation
Section titled “Implementation”To create an Auto-Finalization rule:
- Navigate to Automation Rules in Corso Admin.
- Create a new rule and select Auto-Finalization.
- Name the rule and set your conditions (e.g., finalize when shipment status = In Transit).
- Define the resolution method (commonly exchanges or gift cards).
- Save and activate the rule.
Q: Can I auto-finalize refunds?
While possible, most brands use this rule for exchanges or gift cards, since refunds may need extra review.
Q: What shipment events can I trigger from?
You can trigger finalization from carrier shipment updates (like “In Transit”) or from warehouse RMA event scans.
Q: Does this bypass all manual review?
Yes, for claims meeting your defined conditions. Claims outside those conditions remain manual.
Q: What if the customer never returns the product?
Since the claim finalizes only once an item is scanned as “In Transit” or marked by the warehouse, you have assurance the product is on its way before the new item or credit is issued.