AI claim triage lives in the HQ admin app, under Marketing Fund → Claims — the same review queue where a reviewer approves, rejects, or marks a franchisee's reimbursement claim paid (franchisees submit these from Settings → Marketing Fund Claims on the shop side). For any claim still sitting in Submitted status, a reviewer can request an AI suggestion. It looks at the receipt or proof image the franchisee attached, together with the claimed amount, category, and description, and returns a suggested call — Approve, Flag for review, or Reject — plus a one-line reason. It never touches the claim itself: no status change, no review notes written, nothing marked as reviewed. The reviewer still has to click the real Approve, Reject, or Mark paid button to decide anything; the AI's answer is only ever a hint sitting next to those buttons.
Requesting a suggestion
On a Submitted claim's card in the Claims tab, reviewers who have permission to approve or reject claims see a small "Get AI suggestion" button alongside the claim's shop, category, amount, description, and receipt link. Clicking it shows a brief "Reading the receipt…" state while the request runs, then replaces the button with the result.
Reading the result
The result shows as a short badge — "AI suggests: Approve," "AI suggests: Flag for review," or "AI suggests: Reject" — next to a one-line reason, followed by a plain reminder that you're the one who decides. If the claim doesn't have a receipt or proof image attached at all, the suggestion comes back as a flag-for-review note saying there's nothing to check, rather than the AI guessing based on the amount, category, and description alone.
Things to know
- This is gated the same as the review actions themselves: only reviewers with permission to approve/reject marketing fund claims (by default, org owners and admins on the franchise org) can request a suggestion — the button doesn't appear for anyone else.
- It only applies to a claim in Submitted status. Once a claim has been approved, rejected, or paid, there's no suggestion to request against it.
- It requires the franchise org's plan to carry the +HQ add-on, the same gate the rest of the marketing fund feature sits behind — this isn't part of a single-shop plan.
- Stub mode: if the workspace doesn't have ANTHROPIC_API_KEY configured, every suggestion comes back the same canned way — a "Flag for review" call marked "(stub mode)" — rather than an actual read of the receipt.
- It's a suggestion only, not a record: nothing about the request or its answer gets written to the claim, and it isn't part of the claim's own audit trail. Only the reviewer's actual Approve, Reject, or Mark paid action is logged.
Frequently asked questions
Q: Does the AI ever approve or reject a marketing fund claim on its own?
A: No. It never writes anything to the claim — no status change, no notes. A reviewer still has to click the real Approve, Reject, or Mark paid button to make anything happen.
Q: What does the AI actually look at to make its suggestion?
A: The receipt or proof image the franchisee attached to the claim, along with the claimed amount, category, and description — it's checking whether the image plausibly backs up what was claimed.
Q: What happens if a claim doesn't have a receipt attached?
A: The suggestion comes back as a flag-for-review note pointing out that nothing was attached, instead of guessing based on the amount, category, and description alone.
Q: Who can request an AI suggestion on a claim?
A: The same people who can approve, reject, or mark a claim paid — by default, org owners and admins on the franchise org, unless an owner has granted that specific permission to someone else.
Q: What does "(stub mode)" mean next to a suggestion?
A: It means ANTHROPIC_API_KEY isn't configured for the workspace. Every suggestion in stub mode comes back as the same canned "Flag for review" answer — not a real read of the receipt.
Q: Does asking for a suggestion get recorded anywhere on the claim?
A: No. Only the reviewer's actual decision — approving, rejecting, or marking the claim paid — is written to the claim and its audit trail.