Make an agent’s proposed response traceable to the original claim and transaction records.
Set up the work
- Log the case references and tool actions.
- Distinguish source records from generated text.
- Stop when an essential record is missing.
- Store approval and submission confirmation separately.
Do not give an agent’s completion message the same meaning as a processor receipt. Verify the external case state after submission.
Use the case record
The merchant workflow connects the owner, evidence and submission record. Use the response guide when the draft is ready for review.