Manufacturing Commercial Operations landing page \(CSM/FSM configurable workspace\)

concept australia Updated Sep 10, 2026 4 min read mco-landing-page.md
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Use the Manufacturing Commercial Operations workspace to manage warranty claims, pre-authorizations, and campaigns. View personalized dashboards, filter records by status, and take action based on AI-suggested dispositions.

MCO workspace capabilities

The Manufacturing Commercial Operations workspace provides role-based landing pages that display personalized dashboards, case summaries, and performance metrics. Use the workspace to:

  • Review and approve repair claims with AI-suggested dispositions
  • Process pre-authorization requests from dealers
  • Manage sales promotion and recall campaigns
  • Filter claims and campaigns by status and risk level
  • Toggle between gallery and list views

Note: Users without AI plugins installed can view the non-AI experience.

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The agent workspace landing page includes different sections and components. It has the following capabilities:

  • Toggle between gallery view and list view.
  • View the isolated view of each module by selecting View all
  • Create records.
Tabs/Fields Description
Active claims Number of active repair and sales promotion claims.
Active pre-authorization requests Number of active pre-authorization requests received from the dealers.
Active campaigns Number of active recall and sales promotion campaigns published by OEMs.

Repair claim

The Repair Claims list displays warranty repair claims and their AI-suggested dispositions. Use the filter pills to narrow the list by disposition category.

Filters Description
Suggested for Approval Displays claims that have passed all validation checks and are within the approved threshold.
Suggested for Rejection Displays claims flagged for rejection based on validation failures.
Suggested for Review Displays claims that require manual review before a decision can be made.
Potential fraud Displays claims flagged as potentially fraudulent by the AI agent.
All Displays all repair claims regardless of disposition.

When the Suggested for Approval filter is active, an AI-generated summary displays the total number of claims that have passed all checks and are within the approval threshold, along with a breakdown of the following amounts:

Fields Description
Total amount Combined total of all charges across the filtered claims.
Total labor charges Total labor costs across the filtered claims.
Total part charges Total parts costs across the filtered claims.
Total miscellaneous charges Total miscellaneous costs across the filtered claims.
Total external charges Total external costs across the filtered claims.

Each claim card in the list displays the claim number, current state, and suggested action reason.

Sales promotion claim case

The Sales promotion claim case list displays all claim cases submitted by dealers for active sales promotions.

Filters Description
All Displays all claim cases.
Approved Displays claim cases approved for reimbursement.
Rejected Displays claim cases that were declined.
Pending Review Displays claim cases awaiting review.
Fields Description
Number Unique identifier for the claim case.
Short description Brief description of the claim.
Dealer Dealer that submitted the claim.
Total claimed amount Total amount submitted for reimbursement.
State Current status of the claim case.

Pre-authorization request

The pre-authorized repair request list displays all pre-authorization requests submitted by dealers.

Filters Description
All Displays all pre-authorization requests regardless of status.
Approved Displays requests that have been approved.
Rejected Displays requests that have been declined.
Pending Review Displays requests that are awaiting review.

Each request displays the following information:

Field Description
Number Unique identifier for the pre-authorization request.
State Current status of the request.
Dealer Dealer that submitted the request.
Updated Date and time the request was last updated.

Use the Filter, Sort by, and Group by controls to refine and organize the list.

Recall campaign

Displays all recall campaigns accessible to the logged-in user. Use the filter to narrow the list by campaign status.

Filters Description
All Displays all the recall campaign regardless of status.
Approved Displays campaigns that have been approved.
Rejected Displays campaigns that have been declined.
Pending Review Displays campaigns that are awaiting review.

Sales promotion

Displays all sales promotions accessible to the logged-in user. Use the filter to narrow the list by promotion status.

Filters Description
All Displays all the sales promotion campaign regardless of status.
Approved Displays campaigns that have been approved.
Rejected Displays campaigns that have been declined.
Pending Review Displays campaigns that are awaiting review.
Fields Description
Number Unique identifier for the sales promotion.
State Current status of the promotion.
Description Brief description of the promotion.
Promotion Type Type of promotion associated with the record.
Owner User responsible for the promotion.

What to explore next

To learn more about configuring and using MCO, see:

Search documentation
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