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In this stage, we’ll identify the account holder and select the account used in the disputed transactions. QFD completed a live call to the system of record to obtain this data, so know that QFD will always get the most up-to-date account holder details. It’s important to know that only one account can be used per claim, so additional claims will need to be made if the account holder is disputing transactions on multiple accounts.
Identify the customer:
Select a search option from the drop-down. Review all options with learners and discuss how to obtain these data points from their other system.
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