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The following settings can be updated in Client Settings.

Basic Configuration

Auto Pay

  • Automatically pay claims that are less than or equal to $________.

  • When enabled there are two additional configurations.
    • Attempt recovery after paying? - A client has the option to pursue recovery even thought a final credit has been issued; by default recovery is not pursued on autopaid claims.
    • Skip merchant collaboration after paying? - A client has the option to opt out of pursuing recovery from third parties (Ethoca/Verifi); by default merchant collaboration is pursued on auto paid claims. 

Provisional Credit

  • Automatically grant provisional credit to claims that are less than or equal to $__________.
  • When auto provisional credit is enabled there are two additional configurations
    • Allow automatically granting provisional credit to claims that are not covered by Reg E or Reg Z?
    • Withhold provisional credit for chargeback docs? (Card Claims Only)

Expert Configuration

Auto Pay

  • Card
    • Automatically pay fraud claims that are less than or equal to $________ and all transactions are below $___

    .Automatically grant provisional credit to claims
    • _____.

    • Automatically pay non-fraud claims that are less than or equal to $________ and all transactions are below $________.
  • ACH / Check / Wire
    • Automatically pay claims that are less than or equal to $________ and all transactions are below $________.
  • When  auto pay is enabled there are two additional configurations.
    • Attempt recovery after paying? - A client has the option to pursue recovery even thought a final credit has been issued; by default recovery is not pursued on autopaid claims.
    • Skip merchant collaboration after paying? - A client has the option to opt out of pursuing recovery from third parties (Ethoca/Verifi); by default merchant collaboration is pursued on auto paid claims.  (Card Claims Only)

Provisional Credit

  • Card
    • Automatically pay fraud claims that are less than or equal to $________ .

    • Automatically pay non-fraud claims that are less than or equal to $________.
  • ACH / Check / Wire
    • Automatically pay claims that are less than or equal to $________.
  • When auto provisional credit is enabled there are two additional configurations
    • Allow automatically granting provisional credit to claims that are not covered by Reg E or Reg Z?
    • Withhold provisional credit for chargeback docs? (Card Claims Only)

Exceptions

By default, QFD will NOT automatically pay or grant provisional credit for:

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