Assemble the service facts
Capture the account, affected period, agreed service measure, observed event, supporting logs, and customer communication. State which facts are confirmed and which still need verification.
Separate eligibility from approval
The specialist can compare evidence with the written rule and flag a possible case. Credit approval, exceptions, and customer commitments remain with the authorized owner.
Make the recommendation auditable
End with the requested decision, missing evidence, relevant clause, and proposed next update. Keep rejected or incomplete cases visible so the same issue is not rebuilt from scratch.