Automation Rules
Automation rules let you auto-approve or auto-reject claims that meet defined criteria, reducing manual review time.
How rules work
When a claim is submitted, Claim Core evaluates all active automation rules for that organisation in priority order. If a rule matches, the defined action is applied automatically - no manual review needed.
Rule conditions
Rules can match on:
- • Claim type - e.g. only apply to Missing Item claims
- • Brand - apply only for a specific brand
- • Total claimed value - e.g. auto-approve claims under £50
Rule actions
Auto-accept
Claim is automatically moved to Accepted. Brand is notified.
Auto-reject
Claim is automatically moved to Rejected. A reason can be set on the rule and is included in the notification.
Managing rules
Go to Settings → Automation. You can create, edit, reorder, and deactivate rules. Rules are evaluated in the order shown - drag to reorder priority.
Note: Automation rules act immediately on submission. Review your rules carefully before activating them. All automated decisions are logged in the claim audit trail.