Warranty Policies can be managed from the Warranty > Policies page. From this page, your team can review existing policies, enable or disable policies, adjust policy priority, copy policies, delete policies, and configure claim notifications.

Use this article to manage existing warranty policies after they have been created.

Accessing warranty policies

1. In the Cavalry admin, go to Warranty > Policies.

2. Review the list of existing warranty policies.

3. Use the available actions to manage each policy.

From the policy list, you can:

• Enable or disable a policy

• Edit a policy

• Copy a policy

• Delete a policy

• Reorder policies by priority

How warranty policy priority works

Warranty Policies follow a first matching policy applies logic.

When a customer submits a warranty claim, Cavalry checks the policies in the order they appear on the Warranty Policies page. The first enabled policy that matches the claim will be applied.

Because of this, policies should be ordered from most specific to most general.

For example:

1. Razor - Suspected Fraud
   A narrow policy for orders or customers with specific tags that require additional review.

2. Razor
   A broader policy for standard razor warranty claims.

This ensures special cases are evaluated first before the broader default policy applies.

Managing policy order

Use the drag handle next to each policy to reorder policies.

Policies should generally be ordered from:

1. Policies for specific exceptions, tags, products, geographies, or review conditions

2. Policies for specific product groups

3. General default warranty policies

This helps ensure the correct policy is applied when multiple policies could match the same claim.

Enabling or disabling a policy

Use the toggle next to each policy to enable or disable it.

• Enabled policies can be matched to warranty claims.

• Disabled policies will not be used when evaluating warranty claim eligibility.

Disable a policy if it is no longer active but should remain available for future reference or reactivation.

Editing a policy

Select Edit to update an existing warranty policy.

You may need to edit a policy when:

• Warranty coverage changes

• Product eligibility changes

• Documentation requirements change

• Auto-approval settings need adjustment

• Stock availability rules need to be updated

• Order, customer, product, or geography applicability needs to change

After making updates, save the policy.

Copying a policy

Select Copy to duplicate an existing warranty policy.

This is helpful when creating a new policy that is similar to an existing one. After copying the policy, update the policy name, eligibility rules, and settings as needed.

Deleting a policy

Select Delete to remove a policy.

Only delete a policy if your team no longer needs it. If the policy may be needed again later, consider disabling it instead.

Setting up claim notifications

The Claim Notifications section allows your team to receive email alerts when warranty claims need review.

To configure notifications:

1. Go to the Claim Notifications section.

2. Add one or more email addresses under Notification Recipients.

3. Enable one or both notification options:

   • Per-Claim Alerts: Sends an email each time a new warranty claim requires review.

   • Daily Digest: Sends a daily summary of warranty claims pending review.

Best practices

• Review policy order whenever a new policy is added.

• Place exception-based or high-risk policies above broader policies.

• Keep general policies at the bottom of the list.

• Use clear policy names so the policy purpose is easy to understand.

• Disable policies instead of deleting them when they may be needed again later.

• Enable claim notifications so your team can quickly review claims that require manual approval.

If any assistance is required, contact support@cavalry.ai.