— Operations & Process

Refund & Compensation Engine

Assesses a refund or compensation request against the contract terms and refund policy that govern it, then returns a decision on approving it in full, in part, offering a goodwill gesture or declining, with every element of the remedy traced to the clause that allows it and anything beyond an agent's authority routed for review.

  • Operations & Process
  • Traceable reasoning
  • Runs anywhere
Preview methodology

1–2 hours → ~5 minutes

For one document, brief or record at a time

No coding required

Input
Refund or compensation request and relevant transaction details
Output
Approval, partial refund, goodwill gesture or decline recommendation
Runs in
Skillsize · ChatGPT · Claude · Copilot
Export
SKILL.md · MCP
Time saved
~1–2 hours per run

— USE CASES

What people use Refund & Compensation Engine for

Disputed refund eligibility

Assesses contractual entitlement, service-failure evidence, customer history and compliance with claim windows and notice requirements. Provides an approval, partial refund, goodwill gesture or decline recommendation supported by the relevant terms.

Service failure compensation

Calculates compensation or service credits using the applicable remedy schedule. Connects each proposed amount to the clause and formula that support it, making the recommendation easier to explain and review.

Requests beyond agent authority

Identifies proposed remedies above the handling agent’s authority limit and flags them for review. Keeps the financial recommendation distinct from permission to pay, with authoriser approval required for every payment.

Claims requiring additional scrutiny

Flags incomplete evidence, open chargebacks, legal claims and requests outside the permitted window or without a contractual or policy basis. Records the issues that prevent a straightforward approval.

What it works from

  • Refund or compensation request and relevant transaction details
  • Refund and cancellation policies
  • Customer contract or terms of service
  • Compensation and service-credit schedules with calculation rules and rates where applicable to the claim type under review

What you get back

  • Approval, partial refund, goodwill gesture or decline recommendation
  • Clause-grounded decision record with supporting quotations
  • Claim-window and notice-compliance calculations
  • Calculated refund, compensation or service-credit amount with its supporting formula and policy or contractual basis identified for each remedy element

Why this is expensive by hand

Refund and compensation requests create difficult judgement calls when policy wording, contractual rights, service failures and customer expectations do not align. In practice it shows up as disputed refund eligibility: assesses contractual entitlement, service-failure evidence, customer history and compliance with claim windows and notice requirements. Provides an approval, partial refund, goodwill gesture or decline recommendation supported by the relevant terms. The value sits in the rigour, not the typing — yet the rigour is exactly what gets traded away when there is only 1–2 hours of capacity for it.

How this Skill produces it

Skillsize turns that work into a Skill: you supply the material, and what comes back is approval, partial refund, goodwill gesture or decline recommendation, with clause-grounded decision record with supporting quotations. What sits between input and output is the codified method: thresholds, sequencing and the points where a human confirms a call — all of it visible and editable in the Skill. In effect, 1–2 hours of senior time compresses into ~5 minutes — and the output is comparable across clients, quarters and colleagues instead of shaped by whoever ran it.

Who it's for

  • Operations and continuous improvement leads
  • Transformation and automation teams
  • Service delivery and shared services managers
  • Consultants running process diagnostics

Run it in Skillsize — or export it anywhere

Refund & Compensation Engine exports as a structured SKILL.md file and is MCP-ready, so the same method runs in ChatGPT, Claude, Copilot or your own AI products. Adapt it to your methodology, and the intelligence stays yours — not locked to one vendor.

ChatGPTClaudeCopilotAI Products (MCP)