AgentSavings / Your everyday playbook
246 TASKS

Claim a missing card-linked offer credit

Reconcile an eligible purchase with an offer that never credited your account.

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Task instructions

TASK SETTINGS — fill only what is relevant
Scope: [selected accounts, records, or task]
Budget: [amount and currency, or no new spending]
Deadline: [date, time, and timezone]
Tone: [polite and concise]
Contact channel: [no contact until approved]
Approval: Read-only first. Ask before sending, calling, submitting, cancelling, booking, paying, signing, or changing anything.

Investigate one card-linked merchant offer that I believe should have credited an existing purchase. Use the offer terms, enrollment confirmation, original receipt and relevant statement that I authorize you to inspect. This task is about an earned offer credit, not applying for another card or spending to chase rewards.

Verify the exact card, merchant, enrollment date, qualifying purchase date, transaction posting date, minimum spend and expiration. Check exclusions for gift cards, third-party checkout, currency, returns and split transactions. Reconcile any partial, delayed or reversed credits before concluding that money is missing. Read the issuer's current posting window and the terms that governed the original offer.

Build a compact timeline and classify the case as still within the stated processing window, apparently eligible but overdue, not eligible, or unresolved. Calculate the requested credit from the actual terms, not from a headline promotion.

Prepare a factual message through the issuer's official support route, with only the last four account digits and necessary transaction references. Ask for approval before contacting anyone or uploading evidence. Do not claim fraud, change payment details or accept another product. Return the evidence, amount, deadline and next action. A support promise remains pending until the statement credit actually posts; it is not transferable cash or a substitute for the required payment.

Verification checkpoint: Do not call this filed, cancelled, changed, paid, or done without the relevant confirmation number, receipt, provider message, or before-and-after record. Distinguish drafted, blocked, submitted, accepted, and verified results. A provider promise is not posted money. Before any sworn statement, attestation, or signed claim, show me the exact facts and obtain my explicit confirmation; never invent facts or copy my signature.
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Give your agent only the relevant records. Review the proposed action and require confirmation of what actually happened.

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