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Kristafanie Somers

Kristafanie Somers

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Overview

What is this assignment and why is this assignment

Account holders can

request 

request to have their disputes withdrawn. 

Reference page for users

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How-To

XYZ

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

Step 1: Click the Review Withdrawal Request button

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Step 2: Confirm that the request truly is a claim withdrawal by reviewing the withdrawal reason

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Step 3A: If the message is a withdrawal request, answer "Proceed with the request?" with Yes

Expand

  1. Ensure the Deny Debit Date is correct per regulatory requirements

    • For Reg E, verify the Deny Debit Date is set five business days from the denial date (exclude holidays and weekends)

    • For Reg Z, same-day debit is allowed

  2. Click on the dispute or disputes being requested to be withdrawn

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Step 3B: If the message is not a withdrawal request, answer "Proceed with the request?" with No

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Step 4: Click the Apply button

Step 5: Click the Process Actions button


If the dispute is in the recovery process, it will need to be recalled prior to finalizing the withdrawal request.

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Step 1: Locate the dispute in the Disposition node

Step 2: Use the "Sort & Filter" function to unhide non-workable assignments

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Step 3: Uncheck the box next to Hide Non-Workable

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Step 4: Click the Apply Sort & Filter button

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Step 5: Select Recall or Recall Dispute from the Other Actions menu

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Step 6: Click Process Actions

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Step 7: Return to the Responses node and complete the withdrawal request

Other Actions

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

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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.