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Open-Policy Exchange
~4 min to deploy
Zapier Refund-Within-Policy Gate
Lets the Zap issue refunds that sit inside policy and holds the rest — with the reason code attached to the record.
For: Support and ecommerce ops automating refunds in Zapier
SOC 2 CC8.1ISO 27001 A.8.34Refund evidence trail
What it enforces
In-policy auto-approval
Allows refunds under the threshold for customers in good standing.
Return-window check
Escalates a refund requested outside the published return window.
Chargeback block
Blocks a refund on an order with an active chargeback.
zapier-refund-within-policy.yaml
# Zapier Refund-Within-Policy Gate
# Fork: set the threshold and return window from your published policy.
apiVersion: decionis.dev/v1
kind: PolicyPack
metadata:
name: zapier-refund-within-policy
surface: zapier
workflow_key: refund_approval
standards: [SOC2-CC8.1, ISO27001-A.8.34]
defaults:
mode: shadow
emit_dossier: true
rules:
- name: in_policy_auto_approval
when: "action == 'refund.issue'"
decision: |
ALLOW IF refund_amount < 1000 AND customer.standing == 'good'
ESCALATE OTHERWISE
reason_code: refund_over_threshold
- name: return_window_check
when: "action == 'refund.issue'"
decision: |
ESCALATE IF order.days_since_delivery > 30
ALLOW OTHERWISE
reason_code: outside_return_window
- name: chargeback_block
when: "action == 'refund.issue'"
decision: |
BLOCK IF chargeback == true
ALLOW OTHERWISE
reason_code: refund_on_active_chargeback
Fork it, change the thresholds to match your environment, and deploy in shadow mode first — it defaults to listen-only so nothing in your live pipeline changes.
How to install it
Follow the install path for this surface, then paste the forked YAML as your policy config.