Auto-Finalization Claim Rule
Overview
Section titled “Overview”The Auto-Finalize Claim rule in Corso lets you finalize claims automatically once conditions you define are met, so your team doesn’t have to click Finalize on each one. It is most useful for exchanges and store credit, where a brand doesn’t need to wait for the item to arrive before sending the replacement product or issuing credit.
When a rule matches, Corso starts finalization exactly as if your team had clicked Finalize on the claim, and the claim timeline records “Started claim finalization based on automation” followed by the rule name. For Warehouse RMA Event rules, the timeline entry names the warehouse instead of the rule, for example Started claim finalization based on Ship Hero event.
What You Can Expect
Section titled “What You Can Expect”With Auto-Finalize, you can:
- Save time: Finalize claims without manual intervention.
- Choose the trigger: Finalize when a return shipment status changes, when your warehouse sends an RMA update, or as soon as a claim is created.
- Limit it by resolution: Finalize only exchange and store credit claims, and leave refunds for manual review.
- Hold risky claims back: Use claim risk level, customer return history, or claim value to keep higher-risk claims in your queue.
- Notify the customer: Customers can receive a finalization email automatically.
Features & Functionality
Section titled “Features & Functionality”When the rule runs
Section titled “When the rule runs”Under At, choose the trigger:
- Return Shipment Status Update: runs each time the carrier reports a new status for the return shipment, such as In Transit or Delivered. This is by far the most common choice.
- Warehouse RMA Event: runs when your ShipHero or Two Boxes integration creates or updates a return merchandise authorization (RMA).
- Claim Creation: runs when the customer submits the claim.
A claim isn’t auto-finalized from a shipment update if any of its items has an error. Claims that include a Happy Returns drop-off are never auto-finalized by a rule. See the FAQ below.
Conditions
Section titled “Conditions”The rule finalizes the claim only when its conditions match. Conditions stores commonly use:
- Shipment Return Status: for example, In Transit once the carrier scans the package.
- Resolution Method: which resolutions the rule covers. Choose Any Of Exchange and Gift Card to leave refunds out, or Not Any Of Refund.
- Claim Risk Level, Claim Type, Claim Total Value, and Customer Tag, and Customer Total Returns (Last Year): to keep high-risk, high-value, or flagged customers in manual review. Customer Total Returns (Last Year) is only available when the rule runs at Return Shipment Status Update.
- Warehouse RMA Status and Warehouse RMA All Items Marked As Received: for rules that run on warehouse events.
The Resolution Method condition looks at every item on the claim. Any Of matches when at least one item has one of those resolutions, and Not Any Of matches only when no item has any of them. To keep refunds out of an exchange and store credit rule, add both conditions.
Customer email
Section titled “Customer email”If Enable Claim Auto-Finalize Emails is on in Settings → Email, Corso sends the matching finalization email when a rule finalizes a claim.
Implementation
Section titled “Implementation”To create an Auto-Finalize rule:
- Go to Settings → Automations in Corso Admin.
- Create a new rule and select Auto-Finalize Claim.
- Name the rule. Under At, choose Return Shipment Status Update.
- Add a Shipment Return Status condition, such as In Transit.
- Add a Resolution Method condition to choose which resolutions the rule covers, such as Exchange and Gift Card.
- Add any conditions that keep risky claims in manual review, such as Claim Risk Level.
- Save and activate the rule.
Q: Can I auto-finalize refunds? Yes, if the rule’s conditions allow them. Most brands limit auto-finalization to exchanges or store credit, since refunds often need extra review.
Q: What shipment events can I trigger from? Any status update the carrier reports for the return shipment, such as In Transit or Delivered, or an update from your warehouse’s RMA integration.
Q: How do I keep frequent returners out of auto-finalize? Add a Customer Total Returns (Last Year) condition, such as less than 3, to your auto-finalize rules. This condition is only available when the rule runs at Return Shipment Status Update. Claims from customers above that number aren’t auto-finalized and wait for your team. Pair it with a Tag Claim rule so those claims are easy to find.
Q: Does this bypass all manual review? Yes, for claims meeting your defined conditions. Claims outside those conditions stay in your queue for manual finalization.
Q: What if the customer never returns the product? If you finalize on the carrier’s In Transit status, the claim finalizes only after the carrier has scanned the package, so you know the product is on its way before the new item or credit is issued.
Q: Do Happy Returns drop-offs need one of these rules? No, and one would not apply. Resolving the return once the items are received is a condition of the Happy Returns program, so those claims finalize without a rule and without the resolution-method restriction you get here, refunds included. That timing is set by your agreement with Happy Returns, not by Corso. See Happy Returns.