Step 1 · Intake triage
Outlookmore context neededCapture claim essentials from incoming thread
Extract PO, NDC, quantity in dispute, and shipment references before beginning downstream checks.
Step 2 · Claim framing
Outlookmore context neededClassify claim type and evidence path
Assign claim as shortage, overage, or damage and mark the required evidence set for consistent investigations.
Step 3 · Shipment reconstruction
Oracle NetSuitemore context neededPull delivery, LPN, lot, and quantity details
Collect structured shipment data from ERP and save the exact snapshot used in the case.
Step 4 · Transport evidence
Kargomore context neededCollect POD and transit event evidence
Retrieve POD artifacts and carrier event chronology for disputed deliveries.
Step 5 · Serialization evidence
TraceLinkmore context neededPull serial status and delivery lineage
Extract serial-level movement and reconcile impacted units to shipment assumptions.
Step 6 · Disposition prep
TraceLinkmore context neededBuild evidence manifest and preliminary outcome
Assemble artifact register and draft disposition with explicit confidence level.
Step 7 · Case finalization
Master Logmore context neededPublish final disposition and tracker updates
Update claim status, artifact links, and final disposition code in the master tracker.