Overview

Auto-approval allows eligible claims to be automatically approved and resolved by the AI without manual review.

This helps:

• Reduce support workload

• Speed up customer resolution

• Maintain consistent and policy-driven decision-making

When a claim meets all configured criteria, the system will automatically approve and process the resolution.

How Auto-Approval Works

When a claim is submitted, the system evaluates it against a set of rules defined in your delivery policies.

• If all conditions are met, the claim is automatically approved

• If any condition fails, the claim is routed to manual review

Auto-Approval Logic

A claim is auto-approved only if it passes all of the following checks:

1. Within Value Threshold
   The claim value must be below the configured auto-approval limit

2. Within Filing Window
   The claim must fall within the defined lower and upper filing thresholds

3. Fraud Check
   The claim must pass fraud validation, including:

   • Being the first claim submitted by the customer/email

4. Reason-Specific Checks
   Additional validations based on the claim type

Reason-Specific Checks

Certain claim types require additional verification before they can be auto-approved:

For all other claim reasons, the system defaults to approval if other conditions are met.

AI Image Evaluation

For applicable claim types (e.g., damaged, defective, wrong item):

• The AI analyzes uploaded images

• Determines whether the claim is valid based on visual evidence

• Reduces the need for manual review while maintaining accuracy

When Claims Are Not Auto-Approved

A claim will be routed to manual review if any of the following conditions are met:

• It exceeds the auto-approval value threshold

• It falls outside the filing window

• Required evidence is missing

• It fails fraud checks

• The customer has previously submitted a claim (not the first claim for that email/customer)

• It does not pass reason-specific validation

Best Practices

• Start with conservative auto-approval thresholds

• Require uploads for higher-risk claim types

• Enable AI image detection where applicable

• Monitor claim outcomes and adjust rules over time

Key Takeaway

Auto-approval enables fast, automated claim resolution while still enforcing:

• Policy rules

• Fraud safeguards

• Evidence validation

Only eligible and verified claims are automatically approved, ensuring both efficiency and control.

If you need any assistance, please contact support@cavalry.ai.