Check that a proposed complaint resolution is internally compatible

A draft remedy dependency and conflict matrix with a coherent review-only response order.

Choose one of three approaches. The steps for that option appear below.

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Coda: extracts the remedies and drafts, you check

Coda builds the dependency table, then drafts the conflict matrix. You check the table first, then the draft.

  1. You

    Collect the case material

  2. Coda

    Extract the remedies

  3. You

    Check the table

  4. Coda

    Draft the matrix

  5. You

    Check the draft

  1. Have ready: complaint, remedy lines, rules, action status

    Use: You

    The mixed complaint, proposed remedy lines in a draft reply, supplied remedy dependency and exclusivity rules, and case action status.

    Check

    Check your organisation's rules before uploading case material to any tool; this record does not establish that upload is permitted. Never paste credentials or full payment details.

  2. Extract each remedy with prerequisites and status

    Use: Coda

    Add the case material to Coda and ask for a dependency table: one row per proposed remedy with prerequisites, exclusions, current status and rule reference.

    Details

    What to paste into the tool

    Task: Dependency table: one row per proposed remedy with prerequisites, exclusive alternatives, current status and rule reference. List each proposed remedy from the draft reply with its prerequisites, any remedy it excludes and its current status, each with the supplied rule reference. Check every pair of proposed remedies and every prerequisite, and list each pair as compatible, exclusive or not stated. Write not stated where the rules or status do not say. Do not choose a remedy. Do not run code, send anything or change any record.

  3. Check the table against the originals

    Use: You

    Compare every worksheet row with the original material; correct rows and fill gaps with not stated.

    Check

    Check proposed action identity, pending actions and every dependency or exclusivity edge against the original evidence.

  4. Draft the conflict matrix and response order

    Use: Coda

    Give the corrected table to Coda and ask for a conflict matrix and a conditional response order that keeps incompatible remedies as explicit alternatives.

    Details

    What to paste into the tool

    Task: Draft remedy dependency and conflict matrix with a conditional review-only response order. Using only the corrected dependency table, draft a conflict matrix and a conditional response order. Cover every remedy pair and prerequisite from the table. Keep incompatible remedies as explicit alternatives. Do not choose a remedy, invent a sequence or state an entitlement. Do not run code, send anything or change any record.

  5. Check the draft and share as draft only

    Use: You

    Mark open questions and hand the draft to its owner as a draft only.

    Check

    Check prerequisites precede dependent proposals and mutually exclusive options never appear as simultaneous commitments; no remedy is selected or initiated. Preparation only.

Before you paste into any AI tool, remove any confidential information. Put it back at the end.

Tools in this workflow

Final check

Every extracted claim is compared with the original material by a person before use.

Gaps and conflicts stay marked UNKNOWN; none are filled by inference.

The named reviewer confirms the evidence and the draft; completion is preparation only.

Check your organisation's data-handling rules before uploading case material to any tool.

Check the result against your original inputs. Approve it before sharing or acting.

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