Entitlement Verification Agent Icon

Entitlement Verification Agent

Validates customer service requests by extracting data from all sources and cross-referencing contracts and warranties.

Manual review of service requests and their supporting documentation is often resource-intensive and susceptible to errors, particularly during entitlement and warranty verification. Operational inefficiencies commonly emerge when teams must interpret unstructured documents or identify missing data, leading to approval delays and increased labor costs. These challenges can result in inconsistent decision-making and non-compliance.

The Entitlement Verification Agent automates validation and extraction, leveraging both internal and external structured and unstructured data sources. It seamlessly pulls structured data from customer records, asset master data, and contract databases, while extracting essential information from uploaded documents and free-text service requests. The agent then cross-references this information with external contract data and warranty provider records to ensure eligibility and compliance. In real time, it flags any missing, inconsistent, or misaligned data, reducing the need for manual intervention and error-prone validation steps.

By automating these critical checks, the Entitlement Verification Agent enhances process and employee productivity, significantly reducing manual labor and operational costs. Employees can focus on high-value tasks as the agent addresses data validation, extraction, and real-time issue detection. This results in faster, more reliable entitlement and warranty processing, supporting improved compliance and streamlined service order management.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Entitlement Verification Agent:

Service Request ID: SR-2024-88152 Customer Name: Apex Solutions Contact Person: David Chen Contact Email: d.chen@apexsolutions.com Asset Serial Number: QP5KX-77B3-91C0-L4F8 Subject: Urgent: QuantumPress 5000X Unit Offline

Description:

Our primary QuantumPress 5000X unit, located in our main production facility, went offline unexpectedly this morning at 08:15 AM PST. The control panel is displaying a 'Fuser Assembly Failure' error code (E-077).

We have attempted all standard restart procedures outlined in the user manual without success. Production is currently halted, and this is a critical issue for our operations.

This unit is covered under the 'Guardian Assurance Gold Tier' extended warranty, policy number GA-GT-90015. Please dispatch a technician for on-site repair as soon as possible.

Deliverable Example

Sample output delivered by the Entitlement Verification Agent:

Entitlement Verification Report

Request ID: SR-2024-88152 Overall Status: Entitlement Verified Generated: 2024-05-21 08:17 AM PST


Verification Summary

The service request from Apex Solutions for asset QP5KX-77B3-91C0-L4F8 is fully covered under an active external warranty. All submitted data is consistent with internal and external records. The request is cleared for immediate technician dispatch.

Extracted Request Details

  • Customer: Apex Solutions
  • Asset Serial Number: QP5KX-77B3-91C0-L4F8
  • Reported Issue: Fuser Assembly Failure (Error Code E-077)
  • Referenced Warranty Policy: GA-GT-90015 (Guardian Assurance Gold Tier)

Cross-System Verification Checklist

Check Performed System / Data Source Reference ID Status
Internal Record Validation
Customer Identity Internal CRM CUST-APEX-45912 VALID
Asset Registration Asset Master Database QP5KX-77B3-91C0-L4F8 VALID
External Warranty Check
Warranty Provider Lookup Guardian Assurance API GA-GT-90015 VALID

Warranty Coverage Details

  • Provider: Guardian Assurance
  • Policy Tier: Gold Tier
  • Status: Active
  • Policy Expiration: 2025-11-30
  • Coverage Notes: Policy covers all mechanical and electronic component failures, including the fuser assembly. On-site labor and parts for this repair type are 100% covered.

Flags and Discrepancies

  • Result: No discrepancies found. All data is consistent and valid across systems.

Next Action Recommendation

  • Action: Proceed with Service Order creation.
  • Priority: Critical (Production Halted)
  • Recommendation: Assign and dispatch a Level 2 certified technician.

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