WARRANTY CLAIM PROCESSING WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Fetch Customer Profile: Retrieve customer contact details and warranty eligibility status from the Customer Data Model.
[ ] Retrieve Product Details: Fetch product serial number, purchase date, and warranty period from the Product Data Model.
[ ] Initialize Claim Entry: Create a new entry in the 'Warranty Claims' data model to track the lifecycle of this specific claim.
[ ] Calculate Days Since Purchase: Calculate the difference between the current date and the product purchase date to verify warranty validity.
[ ] Determine Claim Urgency: Execute a formula to assign a priority level (Low, Medium, High) based on the product type and customer tier.
[ ] Update Claim Status to 'Under Review': Update the newly created Warranty Claim entry status to 'Under Review'.
[ ] Assign Technical Inspection Task: Create a task for the Technical Support Team to inspect the reported defect.
[ ] Create Inspection Log: Create a new entry in the 'Inspection Logs' data model linked to the original claim.
[ ] Update Claim with Inspection Results: Update the Warranty Claim entry with the findings, repair costs, and technician notes.
[ ] Sum Total Repair Costs: Aggregate all parts and labor costs from the associated Inspection Log entries to determine total claim value.
[ ] Calculate Reimbursement Amount: Calculate the final amount to be reimbursed to the customer, subtracting any deductible or applicable fees.
[ ] Update Claim Approval Status: Update the Warranty Claim entry status to 'Approved' or 'Rejected' based on inspection results.
[ ] Assign Finance Approval Task: Create a task for the Finance Department to authorize the calculated reimbursement amount.
[ ] Create Payment Instruction: Create a new entry in the 'Disbursements' data model to trigger the actual payment process.
[ ] Notify Customer of Decision: Send an email to the customer containing the claim decision (Approved/Rejected) and the next steps.
[ ] Send Status Alert SMS: Send an SMS to the customer's registered phone number notifying them that their claim has been processed.
[ ] Generate Monthly Warranty Report: Create a summary report of all processed claims, total costs, and approval rates for management review.
[ ] Remove Duplicate Claim: Delete the redundant or duplicate claim entry if a duplicate was identified during the intake process.

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