# Scenario: Certificate expiration management

Source: https://developer.avalara.com/ai-onboarding/cxu8079412656843/

# Scenario: Certificate expiration management

Manage expiring exemption certificates and take appropriate actions to ensure compliance.

This scenario illustrates how proactive certificate expiration monitoring helps reduce compliance risk through guided renewal workflows and auditable actions.

**User**:

```
"Do I have any exemption certificates expiring soon?"
```

**AI Response:**

```
I checked your ECMS certificate inventory. Here's what I found:
```

Table 1. **Expiring within 30 days:**

Customer

Certificate Type

Expires

Exposure Zones

Acme Manufacturing

Resale Certificate

Dec 15, 2025

CA, OR, WA

TechCorp Industries

Manufacturing Exemption

Dec 22, 2025

TX

Global Supplies Inc

Resale Certificate

Jan 3, 2026

NY, NJ, PA

```
⚠️ Risk Assessment:
Acme Manufacturing: $45,000/month in exempt sales — high priority
TechCorp Industries: $12,000/month in exempt sales — medium priority
Global Supplies Inc: $8,500/month in exempt sales — medium priority
Would you like me to:
[Send CertExpress Renewal Requests to All] [Select Which Customers] [Export List]
```

**User**:

```
"Send renewal requests to Acme and TechCorp. I'll call Global Supplies directly."
```

**AI Response:**

```
✅ CertExpress invitations sent!
Acme Manufacturing — Sent to: purchasing@acme-mfg.com
TechCorp Industries — Sent to: tax-dept@techcorp.com
Customers will receive an email with a link to upload their renewed certificates. I'll notify you when they respond.
📝 Audit Trail Entry:
 "CertExpress renewal requests sent to 2 customers (Acme Manufacturing, TechCorp Industries) for expiring certificates. Initiated by AI, approved by sarah.jones."
💡 Tip:
I've added Global Supplies Inc to your follow-up list. Would you like me to remind you in 3 days if you haven't logged a call?
```