Page Comparison

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Basic

Orah tabs page

tabsPageTitle	Correspondence
colorPalettes	Default
color	#0052CC
fixed	true
id	fziffscyetd
backgroundColorPalette	Default
direction	horizontal
headerStyle	Basic

Orah tabs page

tabsPageTitle	Regulatory
colorPalettes	Default
color	#0052CC
fixed	true
id	7jffzxl2unh
backgroundColorPalette	Default
direction	horizontal
headerStyle	Basic

Orah tabs page

tabsPageTitle

Investigation

colorPalettes

Default

color

#0052CC

fixed

true

id

2gl2m2ankof

backgroundColorPalette

Default

direction

horizontal

headerStyle

Communication

Setting	Options	Comments
Send outbound communication?	Yes / No
Email include BCC?	Yes / No	Only applicable if <Send outbound communication?> = Yes
Email address for BCC	Email address	Only applicable if <Email include BCC?> = Yes

Correspondence

Setting	Options	Comments
Use Deny Justification Correspondence	Checkbox	Enabled Deny Justification table
User can add freeform verbiage in the No Error letter?	Checkbox	Only applicable if <Use Deny Justification Correspondence> = True
Required Number of Deny Justifications	1 / 2 / 3	Only applicable if <Use Deny Justification Correspondence> = True
Introductory Paragraph (English) / (Spanish)	Freeform	Only applicable if <Use Deny Justification Correspondence> = True
Deny Justifications	Applicable to: Name: Justification Text:	Add Deny Justifications to table

Claim Status Letter

Setting	Options	Comments
Send a status letter every ___ days until claim resolution (blank is disabled)	Number

Orah tabs page

tabsPageTitle	Regulatory
colorPalettes	Default
color	#0052CC
fixed	true
id	7jffzxl2unh
backgroundColorPalette	Default
direction	horizontal
headerStyle	Basic

Regulatory Timing

Setting	Options	Comments
Is this client bound by RegE/RegZ?	Yes / No
Are weekends/holidays defined as day 0?	Yes / No	Only applicable if <Is this client bound by RegE/RegZ?> = Yes

Regulation Dates

Regulation Date	Setting	Comments
Reg E 10/20	Start protection actions ___ business days at _____ Default: 10/20 business days	Dropdowns
Reg E 45	Start protection actions ___ business days at _____ Default: 45 business days	Dropdowns
Reg E 90	Start protection actions ___ business days at _____ Default: 90 business days	Dropdowns
Reg Z 30	Start protection actions ___ business days at _____ Default: 30 business days	Dropdowns
Reg E 90	Start protection actions ___ business days at _____ Default: 2 statement cycles	Dropdowns

Orah tabs page

tabsPageTitle	Investigation
colorPalettes	Default
color	#0052CC
fixed	true
id	2gl2m2ankof
backgroundColorPalette	Default
direction	horizontal
headerStyle	Basic

Denial Configuration

Deny Reason	Applies to
ATM Deposit
Credit Voucher Accepted	Mastercard Claims
Deposit Not Received	ACH, ATM, Wire, RTP, Zelle
Duplicate Dispute
Money Transfer	Card, Non-Fraud
No Error
No Error Freeform
Never Posted
Out of Timeframe
Posted Late	Card
Proof of Authorization	Card
Resolved as Processed	Wire
Valid Card Present	Card
Withdrawn

Setting	Options	Comments
Require commentary for all deny decisions?	Yes / No

Orah tabs page

tabsPageTitle	Approvals
colorPalettes	Default
color	#0052CC
fixed	true
id	1qz53gh3hrw
backgroundColorPalette	Default
direction	horizontal
headerStyle	Basic

Write Off Approval

Setting	Options	Comments
Write Off Approval Level	Legacy Settings / Basic / Expert

Write Off Approval Threshold

Setting	Options	Comments
Send for approval if any dispute on the claim's write off amount is greater than $______ or the claim's total value is over $_______.	Currency	Applicable when <Write Off Approval Level> = Basic
ACH - Send for approval if any dispute on the claim's write off amount is greater than $______ or the claim's total value is over $_______.	Currency	Applicable when <Write Off Approval Level> = Expert
Card - Send for approval if any dispute on the claim's write off amount is greater than $______ or the claim's total	Currency	Applicable when <Write Off Approval Level> = Expert
Bill Pay - Send for approval if any dispute on the claim's write off amount is greater than $______ or the claim's total	Currency	Applicable when <Write Off Approval Level> = Expert
Check - Send for approval if any dispute on the claim's write off amount is greater than $______ or the claim's total	Currency	Applicable when <Write Off Approval Level> = Expert
Zelle - Send for approval if any dispute on the claim's write off amount is greater than $______ or the claim's total	Currency	Applicable when <Write Off Approval Level> = Expert
Wire - Send for approval if any dispute on the claim's write off amount is greater than $______ or the claim's total	Currency	Applicable when <Write Off Approval Level> = Expert

Deny Approval

Setting	Options	Comments
Deny Approvall Level	Legacy Settings / Basic / Expert

Deny Approval Threshold

Setting	Options	Comments
Send for approval if any dispute amount to be denied is greater than $______ or the claim's total value is over $_______.	Currency	Applicable when <Deny Approval Level> = Basic
ACH - Send for approval if any dispute amount to be denied is greater than $______ or the claim's total value is over $_______.	Currency	Applicable when <Deny Approval Level> = Expert
Card - Send for approval if any dispute amount to be denied is greater than $______ or the claim's total value is over $_______.	Currency	Applicable when <Deny Approval Level> = Expert
Bill Pay - Send for approval if any dispute amount to be denied is greater than $______ or the claim's total value is over $_______.	Currency	Applicable when <Deny Approval Level> = Expert
Check - Send for approval if any dispute amount to be denied is greater than $______ or the claim's total value is over $_______.	Currency	Applicable when <Deny Approval Level> = Expert
Zelle - Send for approval if any dispute amount to be denied is greater than $______ or the claim's total value is over $_______.	Currency	Applicable when <Deny Approval Level> = Expert
Wire - Send for approval if any dispute amount to be denied is greater than $______ or the claim's total value is over $_______.	Currency	Applicable when <Deny Approval Level> = Expert

Deny Reason Exclusion

Setting	Options	Comments
Applies to:	<Deny Reasons>	Selected <Deny Reasons> are not routed for approval

Provisional Credit Approval

Setting	Options	Comments
Provisional Credit Approval Level	Legacy Settings / Basic / Expert

Provisional Credit Approval Threshold

Setting	Options	Comments
Send for approval if the claim's total value is greater than $_______.	Currency	Applicable when <Provisional Credit Approval Level> = Basic
ACH - Send for approval if the claim's total value is greater than $_______.	Currency	Applicable when <Provisional Credit Approval Level> = Expert
Card - Send for approval if the claim's total value is greater than $_______.	Currency	Applicable when <Provisional Credit Approval Level> = Expert
Bill Pay - Send for approval if the claim's total value is greater than $_______.	Currency	Applicable when <Provisional Credit Approval Level> = Expert
Check - Send for approval if the claim's total value is greater than $_______.	Currency	Applicable when <Provisional Credit Approval Level> = Expert
Zelle - Send for approval if the claim's total value is greater than $_______.	Currency	Applicable when <Provisional Credit Approval Level> = Expert
Wire - Send for approval if the claim's total value is greater than $_______.	Currency	Applicable when <Provisional Credit Approval Level> = Expert

Letter Approval

Letter approval happens at a per letter level. Approvals are routed to a workbasket SendLetterApproval in the manager workgroup. Users with access to this workgroup can approve or reject the tasks.

Setting	Options	Comments
Applies to:	<Letter Names>	Selected <Letter Names> are not routed for approval

Basic

Orah tabs page

tabsPageTitle	ApprovalsWork Management
colorPalettes	Default
color	#0052CC
fixed	true
id	1qz53gh3hrwhgnxev3gb
backgroundColorPalette	Default
direction	horizontal
headerStyle	Basic

Orah tabs page

tabsPageTitle

Work Management

colorPalettes

Default

color

#0052CC

fixed

true

id

hgnxev3gb

backgroundColorPalette

Default

direction

horizontal

headerStyle

Liability Processing

Setting	Options	Comments
Defer Liability Processing in Recovery	Yes / No

Assignment Routing

Setting	Options	Comments
Should specific assignments be routed to the client for processing? MIT HANGES	Yes / No

Versions Compared

Old Version 6

New Version 7

Key

Communication

Correspondence

Claim Status Letter

Regulatory Timing

Regulation Dates

Denial Configuration

Deny Reason

Write Off Approval

Write Off Approval Threshold

Deny Approval

Deny Approval Threshold

Deny Reason Exclusion

Provisional Credit Approval

Provisional Credit Approval Threshold

Letter Approval

Liability Processing

Assignment Routing