Auto-Verification
How serial checks, duplicate blocking and auto-validation keep the queue clean.
On this page
Every claim with a serial number is checked automatically the moment it is submitted. The result — the auto-check — tells you which claims are safe to approve quickly and which need a closer look.
The three results
| Result | When | What to do |
|---|---|---|
| Good | The serial is on your list for one of the promotion’s products (and matching retailer), and it hasn’t been used in another claim. Promotions without serial restrictions are always Good. | Safe to approve, also in bulk. |
| Check | The serial isn’t on your list, the chosen retailer doesn’t match the serial, the serial has no retailer on file while one is required, or the serial was already used in another claim. | Look at the proof and the serial history before deciding. |
| Bad | A later duplicate of a serial that is already claimed, found when claims are re-checked. | Usually decline, or combine with the original claim. |
Claims are never rejected at the form because of the auto-check: the claimant submits, and you decide. That way a customer whose serial simply wasn’t uploaded yet isn’t turned away.
How serial validation is set up
- Upload serial numbers to a product under Products → Serials — see CSV Uploads. Each serial can carry the retailer it was sold through.
- Link that product to the promotion under Claim rules, optionally limited to certain retailers.
- Optionally require the claimant to pick their retailer on the form.
Once a promotion has qualifying products with serials, every submitted serial is matched against that list.
Re-check after uploading serials
Serials often arrive later than the first claims. After uploading new serials, check the waiting claims again: select them in Requests and choose the bulk action Recheck, or press Recheck Serial on a single claim. Claims whose serial is now known move from Check to Good. When the same serial appears in several claims, the first stays on Check and later ones become Bad.
Serial history
Search a serial under Products → Serials to see every claim that used it, including duplicates. Useful when a claimant says “I never claimed before”.
Auto-check and AI connections
The AI-connection approve tool only works on claims with auto-check Good, so an assistant can never approve a claim that failed validation. See AI Connections.
Related
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