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Kristafanie Somers

Kristafanie Somers

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Overview

QFD allows pending charges to be disputed. Pending charges are called holds or authorizationscalled holds or authorizations. The purpose of the Authorization Review assignment is to confirm that the pending charge posted to the account. QFD will check for the posting for up to five business days. Defer to internal guidelines to know if users should be trained to grant additional time for the authorization to post or if five business days is satisfactory. 

Consider if users need to notate any work relating to Authorizations including denying the dispute due to the transaction not posting. 

Reference page for users

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How-To

Use the example claim you've prepared for the walkthrough. 

Step 1: Click the Review Postings button

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Step 2: Review the list of transactions to determine a match by confirming the amount and merchant name
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Step 3A: If an authorization matches, take the following action

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  1. Select the transaction that matches (the selected row will be highlighted)
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  2. Click the Apply button


  3. Click the Process Actions button
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  4. The process is complete


Step 3B: If an authorization does not match, take the following action

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  1. Click the Cancel button
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  2. Click the Other Actions button

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    • Still Pending - the authorization was granted within the last <posting timeframe> days

    • Deny Dispute - the authorization did not post within the posting timeframe


  3. Click the Process Actions button

Other Actions

The Other Actions menu offers additional actions and information that allows the user to effectively work the task. 

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Still Pending

XYZ

Deny Dispute

XYZIf the transaction has not yet posted to the account and it's within the waiting period, the user can select the Still Pending option to wait an additional day for the posting. 

Deny Dispute

The Deny Dispute option allows the user to deny the dispute. In the Authorization Review assignment, users may need to deny due to the transaction not posting or the account holder withdrew their claim. 

Mark Assignment As Unworkable

Assignments that cannot be worked due to a technical issue can be marked as unworkable. This action will move the unworkable task to the Unworkable Assignment Group where leadership can review the scenario and take steps to resolve it. Technical  Technical errors that require the task to be marked as unworkable include QFD not reflecting correct data or when a user takes an action on the task, the action does not process and the assignment loops or is stuck.