Accepted deposits and refund decisions for a cancellation
Example: A customer canceled after paying a deposit and wants the full amount back.
Use deposits for payment history. Use an authorized decision for refunds, and keep legal interpretation with the responsible personnel.
This article is from Righthand. The story and result are illustrative.
Two records with different meanings
A deposit record shows an amount collected toward an agreement.
A refund decision gives the owner's accepted financial response to cancellation.
The customer's situation
A customer canceled after paying a deposit and wants the full amount back.
The owner gives the Righthand the identified source material and relevant contacts. A Righthand is an assistant with email, text, phone, and Slack communication. Introduction.
The request to the Righthand
Read the supplied cancellation and payment information.
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Send the refund request to the financial owner.
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Send only the approved response.
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Send the owner the result in this conversation.
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Get approval before you change an accepted commitment.
The assistant reads the sources for their different meanings. It compares the relevant facts and sends the difference to the owner.
If the request permits contact, the assistant sends the identified question to the supplied recipient. Send the reply to the person responsible for the decision.
An illustrative result
The deposit is recorded. The supplied task has no refund decision.
The financial owner examines the terms and gives a decision about the request.
Set access and authority for the actual task
Supplied source material can be sufficient for the first procedure. For direct account access, a connection with the applicable operation and Righthand access is necessary. Connections.
For an external action, identify the recipient and task. Ask uses an explicit instruction or approval. Connection tool permissions are another required control. Communications Policy.
Try the difference with one case
- Give the assistant one example of each source.
- Include a difference that affects the task.
- Compare the returned difference with both sources.
- Make sure that the test recipient receives a permitted message.
- Examine the work in Activity.
A satisfactory result must keep the difference and identify the next owner decision. It must not silently replace one source with the other.
When another approach is sufficient
A direct record or a human review can be sufficient when it gives the answer and no further conversation is necessary. A Righthand is an alternative when you want responsibility for the next information request and decision handoff.