Refund workflow (internal agent) — refund_processedAction contract

The agent may refund an order only when the order is eligible and the amount is within the limit. A successful refund must show up as a refund in the payment system, a cancelled order in the order system, a note on the customer record, and a customer notification — all within 15 minutes. A second refund for the same order, or a refund above the limit, is forbidden.

Contract ID: refund_workflow
Source: internal://policies/refunds
Retrieved: 2026-09-28
Notes: Template values. Replace with your policy document URL and the limits your finance team signed off.

What the contract checks

Each block is evaluated against read-only facts from the systems of record. The agent's own report is never used as evidence.

Contract YAML

The machine-readable action contract: allowed action, required inputs, preconditions, limits, expected and forbidden effects, window. Sign in to select it for your tenant or fork it.

# Refund workflow — action contract for an agent that cancels an order and refunds the customer.
# This is an internal policy template (there is no vendor definition to cite): edit the limits and the
# systems to match your own stack. Effects are read from your systems of record, never from the agent.
id: refund_workflow
version: 1
kind: action
vendor: internal
vendor_display: "Refund workflow (internal agent)"
action_type: refund_order
outcome_type: refund_processed
claim_source: agent.actions
subject_kind: order
description: >
  The agent may refund an order only when the order is eligible and the amount is within the limit.
  A successful refund must show up as a refund in the payment system, a cancelled order in the order system,
  a note on the customer record, and a customer notification — all within 15 minutes. A second refund for
  the same order, or a refund above the limit, is forbidden.
source_citation:
  url: "internal://policies/refunds"
  retrieved: "2026-09-28"
  title: "Internal refund policy (template)"
  notes: >
    Template values. Replace with your policy document URL and the limits your finance team signed off.
unknown_fields: []
action:
  window: "15m"
  preconditions:
    - state_before_action:
        source: shopify
        type: order_status
        where: {status: eligible}
        message: "Order was not eligible for a refund at the time of the action"
  limits:
    - param_max: {param: amount, max: 250}
  expected_effects:
    - effect_observed:
        source: stripe
        type: refund_created
        message: "Payment refund was not created"
    - effect_observed:
        source: shopify
        type: order_cancelled
        message: "Shopify order remained active despite a successful payment refund"
    - effect_observed:
        source: crm
        type: note_added
        message: "No note was added to the customer record"
    - effect_observed:
        source: messaging
        type: customer_notified
        message: "Customer was not notified"
  forbidden_effects:
    - effect_count_exceeds: {source: stripe, type: refund_created, max: 1}
    - effect_attr_exceeds: {source: stripe, type: refund_created, attr: amount, max: 250}
  unverifiable_if:
    - missing_fact_source: [stripe, shopify]
billing:
  unit_price: 0
  currency: USD

Use this contract See it applied in a sample verification